注重AI+机器人带来的行业投资机遇：IDEX2025盛大开幕，我国军工企业组团亮相

Investment Rating - The industry investment rating is maintained at "Overweight" [4] Core Insights - The report highlights the recent launch of the revised "Military Equipment Research Regulations," indicating a new wave of investment opportunities in the defense and military industry [3][4] - The IDEX 2025 exhibition showcased China's defense capabilities, with a focus on AI and robotics, emphasizing the potential for investment in these areas [4][5] - The report identifies the growing importance of AI technology in enhancing military capabilities and the emergence of quadruped robots as key assets in future combat scenarios [5] Summary by Sections Industry Performance - Over the past 12 months, the industry has shown an absolute return of 23.78%, while the relative return compared to the CSI 300 index is 8.02% [2] Investment Highlights - The IDEX 2025 exhibition featured 1,565 companies from 65 countries, with China's defense sector prominently displaying advanced technologies such as new air defense missiles, high-performance drones, and cutting-edge radar systems [4] - The report emphasizes the significance of quadruped robots in military reconnaissance, disaster rescue, and logistics, showcasing their adaptability and advanced capabilities [5] Investment Recommendations - The report suggests that national policies and advancements in AI technology will accelerate the military industry's shift towards intelligence and informationization, creating new opportunities for companies in the defense supply chain [5]