Core Viewpoint - The recent dialogue between Li Shufu, chairman of Geely Holding Group, and Wang Xingxing, founder of Yushu Technology, highlights the growing interest in humanoid robotics, especially following Yushu Technology's successful C-round financing led by Geely. This indicates a significant investment trend in the humanoid robotics sector, which is rapidly gaining competitiveness in China [1]. ESG Disclosure Summary - As of June 20, there are 28 listed companies in the Yushu robotics concept, with only 9 companies disclosing ESG reports, resulting in a disclosure rate of 32.14%, which is below the industry average [2][4]. - Only 7 companies disclosed carbon emission data, with a disclosure rate of 25%. Among these, only 2 companies provided Scope 3 emissions data, leading to a very low disclosure rate of 7.14% [2][4]. - The low ESG disclosure levels in the humanoid robotics sector reflect a lack of awareness and emphasis on the operational impacts among these companies [2]. Sustainable Supply Chain Insights - In the current year, 6 out of 28 companies disclosed information related to sustainable supply chains, a notable improvement compared to previous years [5]. - Companies like Jinfat Technology have established comprehensive supplier lifecycle management systems to enhance their sustainable supply chain practices [5]. - The importance of sustainable supply chains in the robotics industry is underscored by the reliance on materials like rare earth metals and semiconductors, which have significant environmental impacts [6]. Technology Ethics Discussion - The disclosure rate regarding technology ethics issues is notably low, with only one company reporting on the establishment of an ethics committee focused on business ethics [6][8]. - The robotics industry faces critical ethical concerns, including transparency in decision-making processes and potential impacts on employment [7]. - Companies are urged to ensure the legality, safety, and fairness of technology applications to prevent issues like algorithmic bias and data misuse [8].

Group 1 - The core issue highlighted is the inadequacy of current technology and regulations in the deployment of unmanned delivery vehicles, as evidenced by recent accidents where vehicles failed to recognize risks or fled the scene [1][2] - There is a pressing need for accelerated technological upgrades to enhance the safety and adaptability of unmanned delivery vehicles, which currently exhibit significant technical flaws [1] - The existing legal framework for unmanned delivery vehicles is insufficient, revealing regulatory gaps and a lack of corporate compliance, necessitating a robust legal system to support industry growth [1] Group 2 - Ethical considerations are becoming increasingly important as unmanned delivery vehicles expand their operational scenarios, particularly in emergency situations where decisions must be made regarding the prioritization of safety [2] - The fundamental principle for the development of unmanned delivery vehicles is that safety must be controllable, requiring alignment of technological innovation with societal expectations and comprehensive regulatory support [2]