Investment Rating - The industry investment rating is maintained as "Positive" [6] Core Viewpoints - The domestic AI is accelerating development, which is expected to initiate the intelligent development engine for humanoid robots and facilitate faster promotion and implementation of application scenarios [4][9] - The AI sector is entering a positive cycle, with significant investments from tech companies leading to accelerated growth in the domestic AI industry [9] - Software advancements will create disparities among robots, with domestic AI having a better understanding of robotics due to its leading position in hardware sales and application numbers globally [9] - The expansion of application scenarios for humanoid robots will provide abundant data, driving the iterative development of domestic robot AI [9] Summary by Sections Investment Suggestions and Targets - The report suggests focusing on the following companies: UBTECH (09880, not rated), Jack Shares (603337, not rated), Yongchuan Intelligent (603901, Buy), and Hangcha Group (603298, Buy) [4] Industry Overview - The report highlights the rapid expansion of humanoid robot applications across various fields, including combat, dance, soccer, and retail, with over 500 application scenarios showcased at the 2025 World Robot Conference [9]
机器人产业跟踪：国内AI加速发展，启动人形机器人智能化引擎
Orient Securities·2025-08-17 05:13