机械设备行业点评报告：人形机器人行业产学研合作持续加码，有望助推技术成熟与应用落地

Investment Rating - The report maintains an "Accumulate" rating for the mechanical equipment industry [1] Core Viewpoints - The collaboration between academia and industry in the humanoid robot sector is intensifying, which is expected to accelerate technological maturity and practical applications [1][2] - Significant partnerships have been established, such as between the University of Science and Technology of China and Qizhi, as well as between Foxconn and UBTECH, focusing on the application of humanoid robots in intelligent manufacturing [3][17] - The report highlights the establishment of a joint laboratory for embodied intelligence systems, which aims to address key technological challenges and foster innovative talent in the humanoid robot field [2][12] Summary by Sections 1. Collaboration in Humanoid Robotics - The University of Science and Technology of China and Qizhi have launched a joint laboratory to focus on humanoid robot structure and core component research, with an annual funding commitment of no less than 10 million yuan for key technology research [2][12] - The Anhui Provincial Industrial and Information Technology Department has released a development plan for humanoid robots, aiming to create pilot zones in Hefei and Wuhu [2][14] 2. Strategic Partnerships - Foxconn and UBTECH have signed a framework agreement to explore the feasibility of humanoid robots in intelligent manufacturing, including pilot applications in logistics and quality inspection [3][18] - The collaboration aims to enhance the capabilities of humanoid robots and support the establishment of highly intelligent and flexible production lines [3][18] 3. Investment Recommendations - The report identifies three key industrial chains in humanoid robotics: 1. T Chain: Recommended companies include Sanhua Intelligent Control, Top Group, and Green Harmony [4][22] 2. Huawei Chain: Recommended companies include Leisai Intelligent and Sailisi [4][22] 3. Multi-Industry Resonance: Companies to watch include UBTECH and Haoneng [4][22]