汽车行业深度研究：安徽机器人集群崛起，汽车产业深度赋能具身智能

Investment Rating - The industry investment rating is "Outperform the Market" [11] Core Insights - The report highlights the significant support from Anhui Province for the robot industry, with a focus on building a strong industrial cluster in Hefei and Wuhu by 2026, aiming for a core industry scale exceeding 10 billion yuan [3][25] - Humanoid robots are expected to become a disruptive product, with the Chinese market projected to grow from 2.158 billion yuan in 2024 to nearly 38 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of over 61% [7][34] - The automotive industry in Anhui is rapidly advancing, with a production volume of 2.491 million vehicles in 2023, marking a 48.1% increase, and a significant contribution to the robot industry's development through shared technologies and supply chains [43][44] Summary by Sections 1. Robot Market and Policy Support - Anhui Province is actively promoting the robot industry, with a comprehensive action plan for humanoid robots from 2024 to 2027, aiming to establish a significant innovation ecosystem [24][25] - The market for humanoid robots is anticipated to transform human production and lifestyle, integrating advanced technologies such as AI and high-end manufacturing [29][34] - The robot industry in Anhui has reached a total output value of 47 billion yuan in 2022, ranking sixth nationally, with a complete industrial chain established [8][37] 2. Automotive Industry Empowering Robotics - The automotive sector in Anhui has seen substantial growth, with a production of 2.491 million vehicles in 2023, including 868,000 new energy vehicles, which is a 60.5% increase [43] - The convergence of humanoid robots and smart vehicles allows for technology transfer, enhancing the development of humanoid robots through shared components and software algorithms [44] 3. Recommended Companies - Key companies to watch include Efort, Ruihu Mould, Zhongding, Bertly, Feilong, and Jianghuai Automobile, all of which are positioned to benefit from the growth in the robotics sector [5][47][48]