关注AI下游人形机器人消费进展

Report Summary 1) Report Industry Investment Rating No relevant information provided. 2) Core View of the Report The report focuses on the development trends of multiple industries, including the attention to the development of the humanoid robot field, the determination of the Hainan Free Trade Port's customs - closure time, and the price and operation status of various industries in the upstream, mid - stream, and downstream sectors [1][2][3]. 3) Summary by Relevant Catalogs A. Mid - view Event Overview - Production Industry: On July 23, the Ministry of Agriculture and Rural Affairs emphasized promoting the high - quality development of the pig industry; Morgan Stanley predicted that humanoid robots will be widely adopted in China in the second half of this year and China will have an advantage in this field in the future [1]. - Service Industry: The customs - closure time of the Hainan Free Trade Port is set for December 18, 2025, demonstrating China's determination to expand high - level opening - up [1]. B. Industry Overview - Upstream: Black commodity prices are rising collectively, and egg prices have rebounded by over 10% [2]. - Mid - stream: In the chemical industry, the operating rates of urea and polyester are stable, while the PX operating rate is declining [3]. - Downstream: In the real estate sector, the sales of commercial housing in third - tier cities have declined; in the service industry, the recent movie box office is at a low level [3]. C. Industry Credit Spread Tracking - The report provides the credit spread data of various industries as of July 23, including industries such as agriculture, forestry, animal husbandry, fishery, mining, and chemical industry, and shows their trends compared with different time points in the past [47]. D. Key Industry Price Indicator Tracking - The report shows the price indicators of various industries on July 23, including agricultural products, non - ferrous metals, black metals, energy, chemical industry, and real estate, and provides their year - on - year changes and trends in the past 5 days [48].