机器人板块走强 机构圈出这些机会

Group 1 - The robotics sector is experiencing a strong performance, with companies like Dongjie Intelligent and Bojie Co., Ltd. leading the gains [1] - According to Dongfang Securities, humanoid robots in the industrial sector are expected to form a commercial closed loop first, despite ongoing exploration in their applications [1] - There are existing discrepancies in industry standards, modalities, and data models for humanoid robots, but leading companies in the industrial field are likely to gain first-mover advantages [1] Group 2 - Wanlian Securities highlights that the 2025 World Robot Conference showcases the latest dynamics and policy trends, indicating that the humanoid robot industry is at a critical juncture for technological breakthroughs and commercialization [1] - The acceleration of the humanoid robot industrialization process is crucial, with breakthroughs in core component localization and large-scale production becoming key investment themes [1] - Currently, cost remains a significant barrier to the widespread application of humanoid robots, but the conference indicates that domestic core components are becoming globally competitive in terms of performance and cost [1]