月内回调超4% 机构称机器人产业长期成长逻辑未变

Group 1 - The core viewpoint of the articles indicates that the robotics sector is currently experiencing a correction, with the robotics index down 4.37% since September [1] - The recent market adjustment is attributed to profit-taking after significant gains in Tesla's supply chain-related stocks, driven by Tesla's overseas developments [1] - Long-term growth logic for the robotics industry remains intact, supported by policy backing and technological advancements, particularly in humanoid robots and their applications in various sectors [1] Group 2 - Multiple institutions predict that leading humanoid robot companies will begin small-scale production validation in the range of hundreds to thousands of units by 2025, with 2026 and 2027 being critical years for transitioning from product concepts to mass production [2] - The industry is viewed as being on the "eve of mass production," with significant technological and supply chain developments expected to catalyze a new market cycle starting in the fourth quarter of 2025 [2]