先进制造行业周报：华为等巨头布局，国内人形机器人产业链全面提速

Investment Rating - The industry investment rating is "Overweight" [3] Core Viewpoints - The domestic humanoid robot industry chain is accelerating, driven by major players like Huawei, which has established an innovation center for embodied intelligence to address core technical challenges [6][8] - The automotive industry is increasingly entering the humanoid robot sector, with companies like CATL and Changan Automobile making significant investments and developments [8][9] - The global demand for humanoid robots is projected to reach approximately 2 million units by 2030, indicating a critical growth phase for the industry [5][17] Summary by Relevant Sections Investment Recommendations - Key recommended stocks include Beite Technology, Zuwai Co., Sanhua Intelligent Control, Shuanglin Co., Mingzhi Electric, and others [4] - The core stock portfolio includes companies like Beite Technology, Zuwai Co., Sanhua Intelligent Control, and others [4] Industry Trends - The humanoid robot sector is in a crucial breakthrough phase, with a focus on technological iterations and new product launches [18] - The penetration rate of N-type solar cells is increasing, enhancing the competitiveness of leading companies in the photovoltaic equipment sector [22] - The energy storage sector is experiencing favorable policies that are expected to boost industry growth [22] Key Research Topics - Huawei's establishment of the Global Embodied Intelligence Industry Innovation Center is expected to reshape the humanoid robot landscape [6] - The automotive industry's entry into the humanoid robot market is facilitated by shared technologies and manufacturing processes [8] - The development of advanced components, such as the dexterous hand from Zhawei Electromechanical, showcases the potential for complex applications in various scenarios [12]