Guoxin Securities·2025-07-28 12:10Investment Rating - The report maintains an "Outperform" rating for the industry [4][10][37] Core Insights - The AI infrastructure and humanoid robot sectors are expected to benefit significantly from the U.S. government's AI action plan, which emphasizes accelerating AI innovation and strengthening domestic AI infrastructure [4][17] - The humanoid robot industry is projected to grow rapidly as it is a key segment of embodied intelligence, with a focus on investment opportunities in AI infrastructure and humanoid robots [4][10] - The report highlights the importance of domestic capabilities in AI-related fields, suggesting a growing need for China to enhance its AI strengths in response to U.S. developments [4] Summary by Sections Industry News - The U.S. White House released an AI action plan on July 24, 2025, focusing on three core pillars: accelerating AI innovation, strengthening domestic AI infrastructure, and promoting U.S. hardware and software as global standards for AI innovation [17] - Significant developments in humanoid robots include the launch of the Unitree R1 by Yushutech, priced at 39,900 yuan, and the introduction of the F03 fireproof battery by Figure, which boasts a 2.3 kWh capacity and a peak performance runtime of five hours [18][19] Company Developments - Several companies are making strategic moves in the humanoid robot sector, such as Xiangxin Technology's investment in Hengqu Electric and the establishment of a new embodied intelligence company by SenseTime [29][30] - UBTECH launched the Walker S2, a full-size industrial humanoid robot designed for smart manufacturing scenarios [33] Important Events Ahead - The World Humanoid Robot Games will be held in Beijing from August 14 to 17, 2025, showcasing advancements in humanoid robotics [35] Key Company Earnings Forecast and Valuation - The report provides earnings forecasts for key companies, with several maintaining an "Outperform" rating, including companies like Lide Harmony, Huichuan Technology, and Hengli Hydraulic [10][37]