人形机器人产业催化持续，关注板块投资机会（20260112-20260118）

Investment Rating - The report maintains a positive outlook on the humanoid robotics industry, suggesting that the overall returns will exceed the CSI 300 index by more than 5% in the next six months [47]. Core Viewpoints - The humanoid robotics industry is experiencing continuous catalysis, with significant investment opportunities emerging. The CES 2026 highlighted a shift towards practical applications of humanoid robots, with over half of the exhibitors being Chinese companies [12][10]. - Notable developments include Xiaopeng Motors announcing the mass production of humanoid robots in 2026, and Tesla's Elon Musk expressing confidence in humanoid robot advancements, with plans for a production line capable of manufacturing 1 million units by the end of 2026 [12][10]. - The report emphasizes the ongoing technological iterations among manufacturers and the accelerated capitalization of leading companies, indicating a potential rapid industrialization of humanoid robots [12][10]. Industry Summary Industry Opinions and Investment Suggestions - The humanoid robotics sector is highlighted as a key area for investment, with a focus on the practical deployment of technology showcased at CES 2026 [12][10]. Industry Key News - The report notes significant sales growth in various machinery sectors, including a 14% increase in 3C devices and a 38.1% increase in automotive cranes, while engineering machinery saw a decline [13][39]. Key Company Announcements - New Jian Transmission has initiated listing guidance, focusing on products applicable in humanoid robotics and other sectors [12][10]. - The establishment of a joint research center between Shanghai Jiao Tong University and Jieka Robotics aims to enhance core technologies in general-purpose intelligent robotics [21]. - The report mentions a significant financing round of 1 billion yuan for a company in the embodied intelligence sector, indicating strong investor interest [22].