Xin Hua Cai Jing·2025-08-25 01:29Group 1 - The humanoid robot sector is experiencing a significant event catalyst with Nvidia's announcement of a new AI model for robots, set to be revealed on August 25, 2025 [2][4] - Nvidia's new model, Cosmos Reason, aims to enhance robots' decision-making capabilities, allowing them to perform complex tasks and understand their environment more effectively [4][5] - The model has already been adopted by companies like Uber and Magna for applications in autonomous driving and instant delivery [5] Group 2 - Recent contracts in the humanoid robot sector indicate a growing market, with a notable project worth 124.05 million yuan (approximately 17.5 million USD) awarded to Zhiyuan Robotics and Yushu Technology by China Mobile [6] - The Shanghai government has launched a plan to accelerate AI and manufacturing integration, targeting the implementation of smart applications in 3,000 manufacturing companies over three years [6] - Analysts from Guotai Junan Securities and Tianfeng Securities highlight the strong growth potential for humanoid robots, driven by technological advancements and supportive policies [7][8][9]