人形机器人落地提速 18只概念股年内涨幅亮眼

Group 1 - The humanoid robot technology is transitioning from laboratory breakthroughs to industrial applications, attracting significant attention from the capital market, with related stocks performing exceptionally well this year [2][3] - On September 16, the humanoid robot sector saw a strong surge, with stocks like Sanhua Intelligent Control, Beite Technology, and Shuanghuan Transmission hitting the daily limit, and over 6 billion yuan of net inflow from major funds into the sector [3] - A framework cooperation agreement was signed among State Grid Hangzhou Power Supply Company, Yushu Technology, Embodied Intelligence Base Company, and State Grid Zhejiang Huadian Research Institute to deepen collaboration in the field of AI applications in electricity [3] Group 2 - The humanoid robot industry is expected to enter a phase of large-scale production by 2025, with several companies announcing significant contracts, such as Zhipingfang's collaboration with Huike's subsidiary to deploy over 1,000 intelligent robots in the next three years [5] - Policies are strongly supporting the development of humanoid robots, with various regions implementing special policies since 2025 to provide comprehensive support, including funding, technology breakthroughs, and ecosystem construction [5] - Industry experts are optimistic about the scaling process of humanoid robots, with projections indicating that the annual shipment volume could double in the coming years, and Goldman Sachs forecasts a compound annual growth rate of 94% in sales from 2025 to 2035, reaching a market size of $154 billion by 2035 [5] Group 3 - The humanoid robot concept stocks in the A-share market have performed well this year, with an average increase of 67.63%, and 18 stocks have doubled in price compared to the end of last year [6] - Major lithium battery companies are actively entering the humanoid robot sector through strategic investments and collaborations, reflecting their intent to seek new growth avenues and the synergy between the two industries [6][7] - The development of humanoid robots is expected to drive demand for lithium batteries, with the potential to promote advancements in high-energy-density and high-safety battery technologies, reshaping the market landscape [7]