A股公司多维发力卡位具身智能赛道

Core Insights - A-share listed companies are actively engaging in the embodied intelligence sector, driven by policy guidance and market demand, showcasing a diversified layout path [1][3] - The global embodied intelligence market is projected to reach 19.525 billion by 2025, with China's market expected to be 5.295 billion, accounting for approximately 27% of the global market [3] Company Activities - Jiangsu Baoxin Technology Co., Ltd. plans to invest 18 million in Suzhou Jicui Intelligent Manufacturing Robotics Co., Ltd., acquiring an 81.82% stake, which will be included in its consolidated financial statements [1] - Shanghai New Times Electric Co., Ltd. aims to launch a general controller for embodied intelligence and humanoid robots by the end of 2025, with ongoing prototype development [1] - Guangzhou Zhonghaida Satellite Navigation Technology Co., Ltd. has secured contracts for IMU products from two domestic embodied intelligence robot companies, marking its entry into the core component supply chain [2] - Jiangsu Boyun Plastic Industry Co., Ltd. is increasing R&D investment to focus on emerging fields such as low-altitude economy and embodied intelligence robots while maintaining its advantages in traditional sectors [2] Industry Trends - Companies are building public platforms to tackle common technical challenges in the industry, such as the establishment of a training center for embodied intelligence robots by Tianqi Automation Engineering Co., Ltd. [2] - The industry is shifting from speed of layout to depth of technology and implementation capability, with companies possessing core technology reserves and practical experience likely to gain competitive advantages [3] - A three-tier support system has emerged from national strategy guidance, local industrial support, and capital market backing, particularly in regions like the Yangtze River Delta and Pearl River Delta [3] Long-term Outlook - As technology evolves and ecosystems mature, embodied intelligence is expected to transition from industrial auxiliary tools to primary social service entities, reshaping production methods and lifestyles [4]