智元或发布首个通用具身基座模型，建议关注消费电子企业布局机器人趋势

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The report highlights the trend of consumer electronics companies focusing on robotics, particularly with the upcoming release of the first general-purpose embodied base model by Zhiyuan, which is expected to enhance the capabilities of humanoid robots and autonomous driving [3][4] - The report suggests that advancements in AI are fundamentally driving the development of humanoid robots and autonomous driving technologies, with significant progress in foundational models [3] - It recommends continuous attention to specific stocks in the AI edge sector, including Lens Technology, Lingyi Technology, and others [3] Summary by Sections Industry Performance - The report notes a general increase in the semiconductor sector, with year-to-date performance as follows: Semiconductors (+13.67%), Other Electronics II (+3.58%), Components (+8.61%), Optical Electronics (+6.33%), Consumer Electronics (+10.73%), and Electronic Chemicals II (+7.41%) [3][5] - The report also details the weekly performance of major North American stocks, with notable declines in companies like Tesla (-10.35%) and Intel (-13.02%) [3][8] Stock Recommendations - The report suggests focusing on companies involved in AI edge technologies, including: - Lens Technology - Lingyi Technology - Pengding Holdings - Dongshan Precision - Lexin Technology - Rockchip - Hengxuan Technology - Allwinner Technology - Zhaoyi Innovation - Amlogic [3] Notable Announcements - The report includes significant announcements from various companies, such as: - Xichuang Data's plan to purchase servers worth up to 3 billion RMB [21] - Shanghai Silicon Industry's acquisition plans involving multiple stakeholders [22] - Chip Source Microelectronics' announcement regarding a potential change in control [23]