Robot猎场备忘录·2025-08-15 16:28Core Viewpoint - The article highlights the significant stock price increases of companies 富临精工 and 玉禾田 following strategic partnerships with 智元机器人, indicating a rising interest in the 智元 chain within the market [2][4]. Company Developments - On August 11, 智元机器人 announced a project collaboration with 富临精工 worth several million yuan, leading to a stock price surge of over 11% for 富临精工 [4]. - 智元机器人 also made a strategic investment in 玉禾田's subsidiary 玉树智能机器人, acquiring a 5% stake, which resulted in a nearly 58% increase in 玉禾田's stock price over three days [4]. - Following the acquisition of 上纬新材, 智元机器人的 concept stocks gained recognition in the secondary market, with 上纬新材 achieving an 11-day consecutive trading limit increase [5][7]. Market Trends - The article notes that while both 富临精工 and 玉禾田 stocks may face correction risks, the overall trend for 智元机器人 and its associated stocks remains positive due to strategic acquisitions and partnerships [5]. - The concept of "智元链" is emerging as a focal point for investors, with multiple companies in the supply chain experiencing stock price increases [7][11]. Investment Opportunities - 智元机器人 has invested in several companies across the robot supply chain, including 卧龙电驱 and 博乐精工, indicating a robust strategy to enhance its market position [8][10]. - The company is actively forming joint ventures with various listed companies to establish a comprehensive presence in the robot industry, with a focus on both upstream and downstream operations [10][12]. Future Outlook - The article suggests that the "智元链" could potentially rival other supply chains in the humanoid robot sector, such as "宇树链," as the market continues to evolve [11][23]. - The ongoing developments in humanoid robotics, particularly with major players like 特斯拉, are expected to further catalyze growth in the sector, benefiting associated companies [23].