机器人行业周报：北京发布具身智能行动计划，加速具身机器人产业化落地-2025-03-10

Investment Rating - The report maintains an "Overweight" rating for the robotics industry [1]. Core Insights - The robotics industry experienced a decline of 7.8% in the last week, underperforming the machinery equipment sector by 5.3 percentage points and the CSI 300 index by 5.5 percentage points. However, since the beginning of 2025, the robotics sector has risen by 26.7%, outperforming the machinery equipment sector by 14.9 percentage points. As of February 28, 2025, the robotics sector's PE (TTM) stands at 166.97 times, placing it in the 99.4th percentile since 2012, while the PB (LF) is approximately 6.43 times, in the 88.1st percentile since 2012 [3][8]. Summary by Sections Market Review - The robotics industry saw a 7.8% drop from February 24 to February 28, 2025, lagging behind the machinery equipment sector and the CSI 300 index. Year-to-date, the sector has increased by 26.7% [3][8]. Policy Developments - Beijing has launched the "Embodied Intelligence Technology Innovation and Industry Cultivation Action Plan (2025-2027)," aiming to achieve breakthroughs in over 100 key technologies and produce at least 10 internationally leading hardware and software products by 2027. The plan also targets the deployment of 10,000 embodied robots and the cultivation of a trillion-yuan industry cluster [4][5]. Investment Recommendations - The "Embodied Intelligence Technology Innovation and Industry Cultivation Action Plan" is expected to have a profound impact on the robotics industry, accelerating technological innovation, expanding application scenarios, optimizing the industrial ecosystem, and driving market growth. Investors are advised to focus on high-precision sensors and transmission components, which are expected to experience rapid growth due to policy support and industry development [5][32].