民生证券则指出，国内，比亚迪全系车型将搭载高阶智驾，20万元价格带车型将成为高阶智驾主要增长 区间，2025年有望成为智驾平权元年，拐点已至；海外，FSD累计里程已突破30亿英里，V13实现车位 到车位功能。特斯拉AI算力迅猛增长，为模型训练提供强大支撑。看好智驾域控、座舱域控、线控底 盘等赛道的放量潜力。 本文源自：智通财经网 汽配股尾盘涨幅进一步扩大，截至发稿，敏实集团(00425)涨7.11%，报34.64港元；耐世特(01316)涨 6.16%，报6.89港元；德昌电机控股(00179)涨5.27%，报28.74港元；五菱汽车(00305)涨4.76%，报0.66港 元。 招商证券香港发布研报称，根据乘联会数据观察，7月车市淡季特征明显，受6月车企冲刺半年销量后有 透支，叠加部分地区有补贴暂时中断影响。但上周五中央再次下放国补第三批资金680亿，预计8月下旬 市场有望回暖，逐步向旺季过渡。关注即将举行的世界机器人大会，机器人产业链及泛机器人领域是事 件催化剂，个股重点看好有重磅产品交付以及持续订单兑现的公司。 ...

Core Viewpoint - The article highlights the rapid evolution and investment opportunities in the robotics sector, particularly in China, emphasizing the potential for significant growth in the coming years. Group 1: Robotics Market Overview - Figure AI, a prominent humanoid robotics company in the U.S., has gained attention due to investments from major tech firms like Amazon and Nvidia [2]. - The Chinese company recognized by Figure AI's founder is called Luming Robotics [3]. - The speed of evolution in startup robotics companies is notably fast, with several investments made by Meihua Ventures in various robotics firms [4]. Group 2: Investment Focus - Meihua Ventures has partnered with Xiaomi to invest in ViTai Robotics, indicating a strong commitment to the robotics sector [5]. - The company is actively investing in various types of robots, including humanoid, industrial, and special-purpose robots [6]. - China is recognized as the most proactive country in the application of robotics [7]. Group 3: Market Statistics - Approximately 70% of the world's industrial robots are deployed and serviced in China [8]. - The company plans to increase investments in two key areas: low-altitude economy and general robotics, anticipating the emergence of billion and trillion-dollar companies in these sectors over the next decade [9]. Group 4: Call to Action - The article encourages readers to pay attention to the explosive growth of the Chinese robotics industry and invites participation in an event in Wuxi to explore investment opportunities [10].