Investment Rating - The industry rating is "Recommended" [5] Core Insights - The humanoid robot industry is expected to accelerate production and commercialization due to breakthroughs in AI technology and strong domestic demand for core components [1][14] - The electric vehicle charging infrastructure is projected to grow significantly, with a target of 28 million charging facilities by the end of 2027, which will support over 80 million electric vehicles [18][19] - The photovoltaic sector is experiencing a price recovery, with leading integrated component companies likely to benefit from improved profitability [30][31] Humanoid Robots - The launch of the ZhiYuan Robot's G2 model marks a significant step in the commercialization of humanoid robots, with strong domestic demand for core components driving market growth [1][14] - The industry is seeing increased participation from major tech companies, which is expected to enhance the overall market dynamics and opportunities for component suppliers [15][17] New Energy Vehicles - The "Three-Year Doubling Action Plan" aims to significantly enhance the electric vehicle charging infrastructure, with an expected annual increase of over 5 million new charging facilities [18][19] - The public DC charging pile market is anticipated to double within three years, driven by both new installations and the renovation of existing facilities [18][19] New Energy - The photovoltaic component prices are on the rise, indicating a potential upward cycle in the industry, with leading companies expected to benefit from improved pricing and profitability [30][31] - The market is witnessing a significant increase in demand for high-efficiency products, particularly in the context of BC battery technology [30][31] Power Equipment & AIDC - The demand for ultra-high voltage equipment is expected to remain strong due to ongoing renewable energy projects, providing robust support for core suppliers in this segment [8] - The release of NVIDIA's 800VDC power supply architecture white paper highlights advancements in power electronics, which are likely to benefit companies actively engaged in AIDC technologies [9]