人形机器人板块点评：春晚机器人本体相关合作公司第2弹

Investment Rating - The industry investment rating is "Positive" (maintained) [4] Core Insights - Magic Atom has become the strategic partner for intelligent robots at the 2026 Spring Festival Gala, indicating a significant milestone in its market presence [1] - The collaboration with various companies such as Green Harmony, Lingyi Intelligent Manufacturing, and Huichuan Technology highlights the strategic partnerships aimed at enhancing the capabilities and production of humanoid robots [2][3] - The strategic financing of several hundred million yuan from ChipLink Integration's CVC platform indicates strong investor confidence and potential for growth in the humanoid robotics sector [3] Summary by Relevant Sections Company Progress - Magic Atom has set high-quality standards in collaboration with Green Harmony, ensuring precision inspection of key components [2] - A formal strategic partnership with Lingyi Intelligent Manufacturing focuses on embodied intelligence, robot manufacturing services, and overseas business expansion [2] - Huichuan Technology provides joint drive and motion control solutions that meet international standards for Magic Atom's complex movement requirements [2] - Other collaborations include partnerships with Mingzhi Electric and Hongchang Technology, indicating a broad network of support for Magic Atom's initiatives [2] Industry Outlook - The humanoid robotics industry is expected to grow, supported by strategic partnerships and technological advancements [4] - The report emphasizes the importance of continued development and collaboration within the industry to meet market demands and expectations [4]