具身智能产业迭代加速，多伦科技布局机器人新赛道

Group 1 - The 2025 World Robot Conference (2025 WRC) held in Beijing showcased humanoid robots, attracting significant attention from the technology sector and the entire robotics industry chain [1] - UBS predicts that the global number of humanoid robots will exceed 2 million units by 2035, with commercialization expected to begin in industrial and service scenarios [1] - In the first half of 2025, China's production of industrial and service robots increased by 35.6% and 25.5% year-on-year, respectively, with major breakthroughs in core technology areas such as perception, motion control, and artificial intelligence [1] Group 2 - Doulin Technology (603528) is actively positioning itself in the booming robotics industry, having recently completed significant financing rounds for its subsidiary, Zhongqing Robotics, totaling nearly 1 billion yuan [2] - Doulin Technology established a collaborative innovation research center focused on the secondary development of humanoid robots in traffic scenarios, enhancing its capabilities in driving, road safety, and traffic management [2] - The partnership with Zhongqing Robotics is seen as a strategic move to strengthen the synergy across the industry chain and promote technological research and application of humanoid robots in the transportation sector [2][3] Group 3 - Doulin Technology's investment will complement its stake in Beiyun Technology, which provides real-time motion and posture data for humanoid robots, enhancing their adaptability in complex environments [3] - The focus on a new digital policing paradigm under the "14th Five-Year Plan" presents significant market opportunities for Doulin Technology, aiming to integrate "machine police" into modern policing systems [3] - Doulin Technology plans to develop application-layer terminal solutions for traffic scenarios based on Zhongqing Robotics' "hardware open source + ecological profit-sharing" business model, completing its layout in the humanoid robotics field [3]