【研选行业+公司】人形机器人“可工作”时代来临，机构提示：核心部件量产能力成投资胜负手！重点公司已圈出

Group 1 - The era of humanoid robots capable of work is approaching, with institutions highlighting that the mass production capability of core components will be a decisive factor for investment success. Key companies have been identified [1] - Testing equipment is set to benefit from AI computing power, advanced packaging, and structural opportunities in automotive electronics, with a focus on core domestic replacement targets [1] - An AI industry conference is imminent, presenting a window for investment in two core tracks [1] - The industry is entering a concentrated period of benefits realization, with brain-computer interface commercialization accelerating [1]