智元机器人发布灵心平台，优必选再获1.43 亿元大单

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The embodied intelligence sector is experiencing significant growth, with policies and capital investments driving the commercialization of humanoid robots [10][13] - The launch of the LinkSoul platform by Zhiyuan Robotics allows users to customize robots, marking a shift towards personalized intelligent companions [17][24] - UBTECH has secured multiple large contracts, including a 2.64 billion yuan project in Guangxi and a 1.43 billion yuan project in Jiangxi, indicating strong market demand for humanoid robots [19][27] Industry Dynamics - The industry is witnessing a rise in policy support, with government initiatives aimed at promoting the large-scale application of humanoid robots [11][12] - The commercialization of humanoid robots is accelerating, with companies like UBTECH winning significant contracts and Zhiyuan launching innovative platforms [10][19] - Key components such as carbon fiber and thermal management systems are seeing increased orders, indicating a shift from validation to mass production in the supply chain [10][30] Capital Trends - Shenzhen Diedong Technology has completed a new round of financing, with Longsheng Technology increasing its strategic investment, highlighting confidence in the robotics sector [5][38] - BAIC Blue Valley has received approval for a stock issuance to raise up to 60 billion yuan, aimed at developing new energy vehicles and AI platforms [5][39] Weekly Perspective - Embodied intelligence is identified as a leading application of AI, with humanoid robots being a crucial focus area [41] - The report emphasizes the competitive advantages of automotive manufacturers and tech companies in the humanoid robot space, suggesting a strong market outlook [41][42] - Attention is drawn to the supply chain opportunities and technological advancements that could reshape the industry landscape [42][43] Industry Chain Data Updates - Predictions indicate that companies like Yushun Technology and UBTECH will significantly increase their production capacities in the coming years, with UBTECH expected to deliver 500 industrial humanoid robots in 2025 [44][45]