机器人行业跟踪报告：智元直播“远征A2”24小时自主行走，全品8.18登陆智元及京东商城

Investment Rating - The report assigns an "Increase Holding" rating for the industry, indicating a potential growth of over 15% relative to the CSI 300 index within the next 12 months [10]. Core Insights - The report highlights that Zhiyuan Robotics has a significant advantage in the humanoid robot sector, with accelerated scene implementation and suggests focusing on investment opportunities within the related industrial chain and the growth potential brought by technological iterations [5][3]. - The live broadcast of the "Expedition A2" robot's 24-hour autonomous operation in high-temperature conditions showcases Zhiyuan's technological confidence and adaptability, which is expected to enhance brand recognition and market share [5][2]. - Zhiyuan Robotics has made notable achievements in product layout and commercialization, with the mass production of the 1000th general-purpose humanoid robot scheduled for January 2025, marking a significant milestone in the industry [5][2]. - The company has secured substantial contracts, including a multi-million yuan collaboration with Fulian Precision and a project worth over 70 million yuan with China Mobile (Hangzhou) Information Technology Co., demonstrating its market competitiveness and ability to drive commercialization [5][2]. Summary by Sections Investment Recommendations - The report recommends focusing on robot manufacturers and core component suppliers within the Zhiyuan Robotics industrial chain, with specific attention to companies like Wolong Electric Drive, Obsidian Technology, Lens Technology, Junpu Intelligent, Ningbo Huaxiang, Zhongdali De, and Fulian Precision [5][3]. Technological and Ecological Development - Zhiyuan Robotics has released the world's first embodied world model EVAC and evaluation benchmark EWMBench, which are expected to break technical barriers and accelerate the industry's technological advancement [5][2]. - The company adopts a "Huawei ecological strategy" to expand its network through joint ventures, investments, and partnerships, effectively integrating high-quality resources across various fields to support long-term technological innovation and market expansion [5][2].