汽车行业动态研究报告：多家主机厂加码具身智能研究，2030年有望达到百亿美元市场规模

Industry Investment Rating - The report maintains a "Recommended" rating for the automotive industry [13] Core Views - Embodied intelligence has broad prospects, with the market size expected to reach $9.4 billion by 2030, growing at a CAGR of 15.2% [11][12] - Leading automakers like BYD and Li Auto are intensifying their research and development in embodied intelligence, with significant investments and strategic hires [11] - The screw is identified as the most promising segment in the embodied intelligence industry chain, with the dexterous hand showing the most marginal changes [1] Industry Overview - The embodied intelligence market was valued at $3.5 billion in 2023 and is projected to grow to $9.4 billion by 2030 [11] - Huawei predicts that by 2030, there will be a significant number of general-purpose service and household robots, with shipments of 30-50 million units [12] - BYD has developed various robotic products, including industrial robots, collaborative robots, and humanoid robots, and has partnered with companies like Ubtech [11] Key Companies and Recommendations - Automakers: Focus on companies with deep collaborations with Huawei, such as Seres and Jianghuai Automobile [13] - Auto Parts: The domestic auto parts sector is entering a golden period of development, with opportunities in lightweighting, interior and exterior parts, and smart vehicles [13] - Lightweighting: Companies like Wencan Group, Meilixin, and IKD are expected to benefit from the increasing adoption of integrated die-casting [13] - Interior and Exterior Parts: Companies such as Xinquan, Daimei, and Mopar are recommended [13] - Smart Vehicles: Companies like China Automotive Engineering Research Institute, Zhongqi, and Huayang Group are highlighted for their focus on intelligent driving technologies [13] - Humanoid Robots: Companies like Shuanglin, Shuanghuan, and Jingfei are recommended for their dual focus on automotive and robotics [13] - Beijing Stock Exchange: Companies like Junchuang, Kaite, and Yishi Precision are suggested for attention [13] Market Performance - The automotive sector (Shenwan) has shown strong performance, with a 3.9% increase over 1 month, 6.1% over 3 months, and 18.8% over 12 months, outperforming the CSI 300 index [11]