人形机器人行业点评：“人形机器人第一股”优必选入选港股通名单，持续看好人形机器人产业链

Investment Rating - The industry investment rating is maintained at "Accumulate" [7][12]. Core Viewpoints - The humanoid robot industry is approaching a significant transition from "0-1" to "1", with 2024 expected to be the year of commercialization for humanoid robots, led by Tesla's humanoid robot [7][8]. - The inclusion of UBTECH in the Hong Kong Stock Connect list and its recent activities in the NIO factory highlight the positive developments in both domestic and international humanoid robot manufacturers [3][8]. - The upcoming NVIDIA GTC conference is anticipated to accelerate the development of humanoid robot software, showcasing advancements in AI and robotics [5][8]. Software Segment Summary - The NVIDIA GTC conference is expected to showcase breakthroughs in AI and robotics, enhancing the capabilities of humanoid robots [5]. - OpenAI's recent advancements in generative video models indicate a significant improvement in robots' perception and cognitive abilities, which may lead to more human-like functionalities [5]. Hardware Segment Summary - Domestic Tier 1 manufacturers are experiencing rapid growth in the bionic robot sector, indicating a promising market outlook [6]. - Tesla's humanoid robot, Optimus, has shown improvements in walking stability and speed, with a target for mass production by 2025 [6]. Investment Recommendations - The report suggests focusing on domestic component manufacturers that are likely to benefit from the humanoid robot industry's growth, particularly in high-tech and high-value segments [8]. - Key areas of interest include assembly, sensors, reducers, lead screws, motors, and equipment, with specific companies highlighted for their potential [8].