AI与机器人盘前速递丨四部门打造汽车行业具身智能示范产线，兆丰股份拟变更部分募集资金用于机器人！

Market Performance - The AI ETF from Huaxia (589010) rose by 1.32%, showing strong bullish sentiment with significant gains from key holdings such as Lexin Technology, which surged over 5% [1] - The Robot ETF (562500) experienced a robust increase of 3.23%, breaking through a recent consolidation phase, with notable stocks like Boke Co. hitting a 20% limit up [1] - Overall market liquidity was high, with the AI ETF achieving a trading volume exceeding 66 million yuan and the Robot ETF reaching 2.761 billion yuan, indicating strong investor interest in the AI sector [1] Industry Developments - The Ministry of Industry and Information Technology and three other departments issued a digital transformation implementation plan for the automotive industry, promoting the integration of AI technologies in various operational stages [1] - The plan aims to develop large models and intelligent applications in software and intelligent R&D, as well as to scale the application of intelligent robots in manufacturing processes [1] Company Announcements - Zhaofeng Co. announced plans to redirect unused fundraising from a project to the industrialization of intelligent robots and high-end precision components for automotive smart driving, with a total investment of 152.627 million yuan [2] - The new project aims to establish a modern production base for key precision transmission components, with an expected annual production capacity of 500,000 humanoid robot ball screws and 1 million humanoid robot roller screws upon reaching full capacity [2] - Haoshi Electromechanical stated in a conference call that it has established a comprehensive framework in the robotics sector, achieving self-research and development for key components [2] Institutional Insights - Guohai Securities highlighted the potential for humanoid robots to open broader market opportunities beyond automotive applications, marking a significant investment opportunity in the humanoid robot industry [2] - The company noted that the industry is experiencing rapid product iteration and business collaboration, with a focus on scaling production and commercial applications [2]