【大家】鹏华闫思倩：我们正经历从平凡到非凡，机器人是新的国之重器

Core Viewpoint - High-quality development and technological innovation will open new growth spaces for the next era, with a focus on high quality rather than cost-effectiveness. China has become the world's largest automobile exporter, and humanoid robots are expected to break through, representing a manufacturing sector worth trillions [1][18]. Group 1: Humanoid Robots and Industry Development - The humanoid robot industry is expected to achieve mass production by 2025, with significant advancements anticipated in the next few years. The development timeline for humanoid robots may be shorter than that of electric vehicles, potentially taking only two to four years to reach maturity [1][22]. - The rapid development of humanoid robots is attributed to the existing technological advancements in the electric vehicle supply chain, software innovations like autonomous driving, and the entry of major tech companies into the field [1][22]. - The humanoid robot market is projected to be larger than the automotive industry, with significant contributions from both manufacturing and internet technology sectors [1][11]. Group 2: AI and DeepSeek Technology - DeepSeek technology allows for training large models with fewer resources, significantly accelerating AI applications across various sectors, including B2B, B2C, and government [2][24]. - The current phase of AI development is characterized by rapid application and integration into industries, with expectations that leading companies will emerge in the next three to five years [2][24]. - The technology landscape is evolving quickly, and understanding the pace of industry development is crucial for investment strategies [2][27]. Group 3: Investment Strategies in Technology - Investing in technology companies often involves early-stage investments where immediate performance may not be evident, but strong product capabilities can lead to future profitability [3][32]. - The investment landscape for technology stocks is marked by volatility, especially in the early stages of product development, necessitating a deep understanding of industry progress [28][29]. - A diversified approach to investment, considering different segments of the industry and timing, can enhance potential returns [29][35]. Group 4: Future Outlook and Market Dynamics - The future of the new energy sector is promising, with significant developments in low-carbon technologies, autonomous driving, and humanoid robots, indicating a robust growth trajectory [11][30]. - The current market environment is conducive to a technology stock revaluation, driven by improved economic conditions and rapid advancements in AI and related technologies [26][27]. - The potential for a technology bubble exists, but it will depend on genuine industry progress and market sentiment [25][26].