宇树将发布新款人形机器人，文远一段式端到端25 年量产上车

Investment Rating - The report indicates a positive investment outlook for the automotive sector, particularly in the areas of advanced driving assistance systems (ADAS) and humanoid robots, highlighting them as the strongest industrial trends in the automotive sector [3]. Core Insights - The report emphasizes the accelerating growth in the ADAS market, with notable developments such as NIO's ES8 pre-sale success and Horizon Robotics surpassing 10 million chip shipments [1][2]. - WeRide's end-to-end ADAS solution, WePilot AiDrive, is set to achieve mass production by 2025, marking a significant advancement in the global ADAS industry [1]. - The collaboration between Hesai and Beonic aims to enhance airport operations through smart solutions, utilizing 3D LiDAR technology [1]. - In the robotics sector, TianTai Robotics has signed a landmark order for 10,000 humanoid robots, indicating a significant milestone in the humanoid robotics industry [2]. Summary by Sections 1. Advanced Driving Assistance - WeRide has launched the WePilot AiDrive, an end-to-end ADAS solution, expected to be mass-produced by 2025, enhancing the efficiency and intelligence of the ADAS market [9]. - Hesai and Beonic's partnership focuses on creating smart airport solutions that integrate various data sources to improve operational efficiency and passenger experience [10]. - RoboSense reported a revenue of approximately 460 million yuan for Q2 2025, with a year-on-year growth of 24.4%, showcasing the rapid growth in the robotics business segment [11]. 2. Robotics - The humanoid robotics sector is witnessing significant advancements, with companies like Yushun Technology previewing new humanoid robots and TianTai Robotics securing a record order for 10,000 units [2][32]. - The report highlights the launch of CASIVIBOT by Zhongke Huiyuan, marking a shift in industrial quality inspection from traditional methods to embodied intelligent robots [27]. - The first partner conference of Zhiyuan Robotics was held, where the company announced plans to achieve thousands of units in shipments this year and tens of thousands next year [33]. 3. Investment Recommendations - The report identifies ROBO+ as the strongest industrial trend in the automotive sector, with a focus on advanced driving and humanoid robots reshaping the automotive supply chain [3]. - Key areas for investment include high-level ADAS, robotaxi services, and the supply chain for chips, LiDAR, and optical components, with recommendations to focus on leading companies in these sectors [3].