Xin Lang Cai Jing·2025-08-12 23:34Core Viewpoint - Recent policies supporting the robotics industry have been announced across various regions, providing certain industry and consumer subsidies, indicating a strong governmental push for growth in this sector [1] Industry Developments - The World Robot Conference continues to maintain unprecedented popularity, showcasing a diverse range of domestic robots [1] - The supply chain related to embodied intelligence is advancing, with multiple solutions emerging in components such as dexterous hands, joint modules, and sensors [1] Future Catalysts - Upcoming events such as the World Humanoid Robot Games, the Zhiyuan Robot Partner Conference, the release of the third generation of Optimus, and domestic robot bidding are potential catalysts worth monitoring [1] Investment Recommendations - The overall market outlook for the robotics sector remains positive, with a recommendation to focus on segments showing superior industry trends and faster growth, particularly in sensors, dexterous hands, vertical applications, and domestic supply chains [1]