Zheng Quan Shi Bao·2025-12-04 02:46Group 1 - The humanoid robot industry is experiencing significant positive developments, with leading companies actively engaging in technology research and commercial implementation [1][2] - Tesla's CEO Elon Musk shared a video of the "Optimus" humanoid robot running, indicating advancements in the robot's capabilities [1] - The launch of the ZHONGQING T800 humanoid robot by ZHONGQING Robotics marks the beginning of its sales process, highlighting the industry's shift towards mass production [1] Group 2 - Domestic and international companies are increasingly entering the humanoid robot market, with notable players like Tesla and Figure AI accelerating their commercialization efforts [2] - The emergence of AI companies such as DeepSeek is driving the development of general-purpose robot models, facilitating the realization of embodied intelligence in humanoid robots [2] - The humanoid robot industry is entering a phase of rapid commercialization, with a focus on identifying high-quality companies within the supply chain that demonstrate certainty in their operations [2]