机器人行业事件快评：赛力斯拟入局人形机器人赛道

Investment Rating - The report rates the industry as "Overweight" [5] Core Viewpoints - The positioning of Huawei in the humanoid robot industry is expected to resemble that of Nvidia, focusing on selling tools and building an ecosystem [3] - The entry of Sairis into the humanoid robot sector is seen as a win-win situation for multiple parties involved [3] - The humanoid robot industry is still in its early stages, with the key challenge being the successful commercialization of humanoid robot products [3] - The report highlights the importance of Huawei's Ascend chips and ecosystem development as critical tasks moving forward [6] Summary by Sections - Industry Overview: The report discusses the recent recruitment by Sairis for robot-related positions and the upcoming "2024 Sairis Innovation Technology Exhibition" and "2024 Sairis Humanoid Robot Technical Forum" [6] - Market Dynamics: The report notes that the market is actively discussing the involvement of Huawei and Sairis in the humanoid robot sector, which is expected to boost chip sales and ecosystem establishment [6] - Investment Opportunities: The report emphasizes the potential investment opportunities within the humanoid robot supply chain, particularly in components such as dexterous hands, screws, reducers, and sensors [6] - Recommended Stocks: The report recommends stocks such as Shuanghuan Transmission and Hengli Hydraulic, while also identifying beneficiaries like Zhaowei Electromechanical and Mingzhi Electric [6][7]