● 本报记者 张兴旺 东方财富Choice数据显示，二季度以来，机构密集调研中控技术、兆威机电、蓝思科技、祥鑫科技、富 临精工、领益智造、安培龙等52家人形机器人产业链公司。 机构认为，人形机器人进入工业场景已经成为确定性较高的应用趋势，人形机器人商业化落地可期，产 业链公司将迎来长期发展机遇。 二季度以来，中信建投证券、中金公司、摩根大通证券等160家机构调研富临精工。富临精工表示，公 司积极把握智能机器人发展及与机器人有关的精密机械零部件、机器人电关节、减速器等关键组件的产 业机遇，加快机器人智能电关节模组及零部件布局。 领益智造正在加速布局AI端侧与机器人领域关键零部件的研发生产。二季度以来，博时基金、中信资 管、广发证券等37家机构调研领益智造。领益智造表示，公司拥有伺服电机、减速器、驱动器、运动控 制器等人形机器人执行层的核心技术，在结构件方面，可提供模切结构件、金属结构件、注塑结构件、 软包结构件等。目前，公司已为人形机器人客户提供头部总成、灵巧手总成、四肢总成、高功率充电和 散热解决方案等核心硬件，在联合开发和整机组装上有成熟经验。 上市公司加快拓展 上海证券认为，近期，华为、字节跳动、比亚迪、 ...

Group 1 - The core viewpoint of the article highlights the recent surge in the robotics sector, with the Robotics Industry ETF (159551) rising over 1.8% [1] - The Robotics Industry ETF focuses on publicly listed companies related to robotics, including system solution providers, automation equipment manufacturers, and component suppliers, offering investors a comprehensive opportunity to invest in the robotics industry [1] - Recent domestic and international catalysts have led to an increase in participants in the robotics sector, with companies like Huawei, ByteDance, BYD, Xiaomi, and Ant Group in China, as well as Tesla, 1X, and Figure AI abroad, accelerating their commercialization efforts [1] Group 2 - The emergence of DeepSeek AI is driving the development of general-purpose robotic models, facilitating advancements in humanoid robots, which are entering a phase of diverse applications and competition [1] - Humanoid robots are increasingly being integrated into industrial scenarios, marking a significant trend in both domestic and international markets, with commercial viability expected to materialize [1]

Group 1 - The core viewpoint highlights the active performance of the robotics sector in the A-share market, with significant inflows into the robotics ETF and strong gains among constituent stocks [1] - The robotics ETF (159770) has seen a net inflow of 490 million yuan over the past 10 trading days, with its latest circulation size reaching 5.439 billion yuan, marking a historical high [1] - The human-shaped robot innovation center predicts that human-shaped robots will enter the general product category by 2026, with production or sales reaching 100,000 units, indicating a broad application across various fields [1] Group 2 - Recent developments in the domestic and international industrial sectors have led to increased participation from major companies like Huawei, ByteDance, BYD, Xiaomi, and others in embodied intelligence [2] - The emergence of DeepSeek AI is seen as a catalyst for the development of general-purpose robotic models, pushing the human-shaped robot industry into a phase of diverse competition [2] - The trend of human-shaped robots entering industrial applications is recognized as a high-certainty trend both domestically and internationally, with expectations for commercial viability [2]