北交所科技成长产业跟踪第五十一期（20251116）：小鹏汽车发布的人形机器人IRON接近真人步态，关注北交所人形机器人产业链标的

Group 1 - Xiaopeng Motors recently released the humanoid robot IRON, which mimics human gait and has attracted significant attention [2][6] - The humanoid robot market in China is expected to reach a scale of 2 to 5 billion yuan by 2028 [2][6] - The humanoid robot industry is characterized by three main features: anthropomorphic intelligence, human-like form, and wide applicability [2][19] Group 2 - The median price-to-earnings (P/E) ratio for the electronic equipment industry on the Beijing Stock Exchange (BSE) has decreased from 60.5X to 60.1X [49][50] - The total market capitalization of the electronic equipment industry has declined from 146.14 billion yuan to 144 billion yuan [49][50] - The median P/E ratio for the mechanical equipment industry has decreased from 48.9X to 47.5X [52][53] Group 3 - The BSE includes 13 companies in the humanoid robot industry chain, with key players such as Kaite Co., which focuses on developing electronic mechanical brake sensors and other products [41][42] - Dingzhi Technology is involved in the development of hollow cup motors and precision gearboxes, while other companies like Audiwei and Huami New Materials are also making strides in the humanoid robot sector [41][42] - The humanoid robot market is projected to grow significantly, with estimates suggesting a market size of 500 billion to 3 trillion yuan by 2035 [40][41]