人形机器人行业日度跟踪：优必选全球首次批量进车厂，美国或推机器人国家战略-2025-03-28

Investment Rating - The report maintains a recommendation for Yinhong Co., indicating a strong investment opportunity in the automotive thermal management sector with a projected net profit of 1.106 billion yuan for 2025, corresponding to a PE ratio of 21 times [5][20][21]. Core Insights - The report highlights the ongoing development and deployment of humanoid robots in various industries, particularly in automotive manufacturing, showcasing significant advancements in automation and efficiency [10][11][15]. - The U.S. is considering a national strategy for robotics to enhance competitiveness and innovation in the sector, which could lead to increased production capabilities and federal support for research and development [7]. - The report emphasizes the importance of key players in the supply chain, particularly those represented by T, and suggests that the focus should remain on leading companies in niche markets for long-term investment success [20][21]. Industry Dynamics - The U.S. is contemplating a national robotics strategy to foster industry growth and global competitiveness [7]. - The 2025 Zhongguancun Forum is set to highlight humanoid robot applications across various service scenarios [8]. - The China Generative AI Conference will take place on April 1-2, focusing on advancements in AI technologies [9]. Company Developments - Dongfeng Liuzhou Automobile has announced the deployment of 20 units of UBTECH's Walker S1 humanoid robots in its manufacturing facility to enhance automation [10]. - Guanggu Dongzhi plans to produce 300 humanoid robots in 2025, with future annual production expected to reach 1,000 units [15]. - Tianchuang Robotics unveiled its Tian Kui 1 explosive-proof humanoid robot at the 2025 Industry Conference, showcasing its capabilities in special operations [16]. Key Metrics - As of March 27, the robotics sector remains stable, with the sensor segment leading in growth at +1.5%, followed by lightweight components at +0.7% and micro motors at +0.4% [4][18]. - The top-performing stocks include Fulei New Materials (+10.0%), Huapei Power (+5.3%), and Zhaomin Technology (+4.5%) [19].