Group 1 - The majority of robotics concept stocks have risen, with notable increases in companies such as Sanhua Intelligent Control (up 7.3% to HKD 38.52), Delta Electronics (up 6.74% to HKD 36.42), Lens Technology (up 6.56% to HKD 26.96), and MicroPort Robotics-B (up 2.76% to HKD 26.08) [1] - Recent catalysts in the robotics sector include the launch of a new generation humanoid robot by Xpeng and significant orders signed by UBTECH and Yujian [1] - The Deputy Director of the Technology Department of the Ministry of Industry and Information Technology, Yao Jia, stated that humanoid robots are considered the best form of embodied intelligence, which will profoundly change human production and lifestyle, reshaping the global industrial development pattern [1] Group 2 - Shenwan Hongyuan believes that domestic robot technology capabilities are globally leading, with more new energy vehicle companies rapidly advancing, and the launch of Xpeng's IRON robot is expected to enhance market confidence in domestic products [2] - According to Open Source Securities, the mass production of humanoid robots is imminent, with the industry expected to enter a scale manufacturing phase of tens of thousands of units by 2026 as companies like Tesla, Yuzhu, and Zhiyuan begin production [2] - In the next 5-10 years, humanoid robots are anticipated to reshape manufacturing, service industries, and household life, becoming the next universal platform following smartphones and new energy vehicles [2]