全线爆发！刚刚，"国家队"出手！

Core Viewpoint - The article highlights significant advancements in the humanoid robotics sector, particularly the upcoming launch of the "Ge Wu" platform and the establishment of innovation centers, which are expected to catalyze growth in the industry and boost related stock prices [2][3][5]. Group 1: Key Developments - The National Local Joint Construction Humanoid Robot Innovation Center is set to release a milestone general-purpose embodied intelligence platform called "Ge Wu," aimed at creating a leading global training ecosystem for robotic intelligence [2][3]. - The center will also introduce an open fund focusing on platform technology, embodied intelligence, datasets, and training environments, evaluating projects based on originality and application potential [3]. - The Sichuan Province AI industry chain product launch showcased several "Sichuan-made" intelligent robots, including the Kuafu humanoid robot and Zhuge large model, demonstrating capabilities in gait control and language interaction [4]. Group 2: Market Reactions - Following these announcements, robotics concept stocks surged, with Hong Kong's Yujian stock rising over 22%, reaching a historical high, while A-share robotics stocks also experienced a wave of limit-ups [5][6]. - Notable A-share stocks that hit the limit include Shuangfei Group, Xiangyang Bearing, and Dalian Heavy Industry, among others, with several stocks increasing by over 8% [6]. Group 3: Industry Insights - NVIDIA's CEO highlighted the potential of the robotics market, suggesting it could be the largest industry, and announced the development of an open-source physical engine named Newton to enhance robotic learning [7]. - A report by Morgan Stanley identified 100 core companies in the humanoid robotics value chain, with 56 based in China, indicating China's dominant position in the global supply chain, holding a 63% share [8].