人形机器人行业快评报告：广东省出台《行动计划》，加快布局人形机器人领域

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [5][9]. Core Insights - The Guangdong Provincial Government has launched the "2025 Action Plan for Building a Modern Industrial System," which emphasizes the acceleration of research and development projects in key areas, including humanoid robots [2][3]. - The plan aims to establish a competitive industrial cluster in the humanoid robot sector through various supportive policies, including enhancing core technology, building high-level innovation platforms, and expanding application scenarios [3]. - The humanoid robot industry is expected to experience significant growth, with 2024 being a year of accelerated development and 2025 anticipated as the year of commercial mass production [4]. Summary by Sections Policy Initiatives - The Guangdong government is focusing on high-level construction of innovation centers and aims to establish at least 30 provincial-level pilot platforms, along with several national-level major pilot projects [2]. - The plan includes the development of humanoid robots and other key areas, with a goal to foster innovation and application in the industry [2][3]. Market Potential - The demand for humanoid robots is increasing due to societal aging and rising labor costs, suggesting a shift from B2B to B2C markets, which could create substantial market opportunities [4]. - Major technology companies like Tesla, OpenAI, and Huawei are investing in the humanoid robot sector, which is expected to drive rapid advancements and breakthroughs in the industry [4]. Competitive Landscape - Guangdong aims to attract social capital through financial support and industry funds to accelerate technological innovation and industrialization in humanoid robots [3]. - The establishment of a humanoid robot innovation center and the cultivation of leading enterprises are part of the strategy to enhance global competitiveness in this field [3].