自动化设备行业：人形机器人产业发展如火如荼，更多企业加快布局步伐

Investment Rating - The industry investment rating is maintained at "Overweight" [5] Core Insights - The humanoid robot industry is experiencing rapid development, with multiple companies accelerating their layout and production plans. The integration of AI large models, autonomous driving, and robotics technology is driving this transformation [5][6] - Significant events and conferences related to embodied intelligence are being held, highlighting the industry's growth and attracting attention from professionals and investors [6] - Recent advancements in the humanoid robot supply chain indicate that domestic production may exceed expectations, with several companies announcing major orders and strategic partnerships [6] Summary by Sections Industry Performance - Over the past 12 months, the industry has shown strong performance with relative returns of 21.88% compared to the CSI 300 index, and absolute returns of 33.14% [3] Investment Highlights - The report emphasizes the potential for accelerated mass production of humanoid robots in 2025, driven by technological advancements and decreasing costs. Key sectors to watch include reducers, motors, sensors, lead screws, and main bodies [6][5] - The report notes that investment enthusiasm in the humanoid robot supply chain is high, with active participation from investment institutions [6] Events and Developments - Various conferences and events related to humanoid robots are scheduled throughout 2025, showcasing the rapid development of the industry and providing insights into changes within the supply chain [6] - Notable recent developments include major orders secured by companies like Weijing Intelligent and strategic collaborations aimed at enhancing capabilities in high-end manufacturing [6]