Investment Rating - The report does not explicitly state an investment rating for the humanoid robot industry or its relation to the AIEV automotive sector [1]. Core Insights - The humanoid robot industry is closely intertwined with the AIEV automotive industry, indicating significant overlap in technology and market applications [1][9]. - The report highlights the current development status of the humanoid robot industry, including its investment cycles and financing conditions [1][8]. - AIEV manufacturers are actively engaging in various aspects of humanoid robot production, including body manufacturing, perception, decision-making, execution, power systems, and intelligent networking [1][9][10]. Summary by Sections 1. Overview of Humanoid Robot Industry Development - The report defines the concept and scope of the humanoid robot industry, emphasizing its developmental phases and investment trends [1][8]. - It discusses the current state of the AIEV automotive industry and its implications for humanoid robotics [1][9]. - The report notes the high degree of overlap between the humanoid robot industry and the AIEV automotive sector [1][9]. 2. Supply Chain Analysis Based on AIEV Automotive Industry - A detailed industry chain map for humanoid robots based on the AIEV automotive sector is provided [1][9]. - AIEV manufacturers are involved in various fields of humanoid robot development, including body manufacturing, perception, decision-making, execution, power systems, and intelligent networking [1][9][10]. 3. Insights into Development Trends of the Humanoid Robot Industry - The report outlines the technological and application development trends for humanoid robots supported by the AIEV automotive industry [1][10]. - It discusses the layout development trends of the humanoid robot industry under the influence of AIEV automotive advancements [1][10]. - Predictions for the industry scale of humanoid robots are included, indicating growth potential [1][10].

Core Insights - The report by Yiou Automotive Research Institute explores the profound impact of the AIEV industry on the humanoid robot supply chain, predicting a market size of 3 trillion yuan by 2040 in China, with significant contributions from industrial, commercial, and household sectors [1][20] - The rapid development of generative AI and large model technologies has propelled the humanoid robot industry, making it a frontier of technological innovation [1][3] - AIEV manufacturers are leveraging their expertise in autonomous driving and intelligent cockpit technologies to accelerate the commercialization of humanoid robots [1][4] Industry Overview - The AIEV automotive industry is significantly contributing to the technological upgrades of humanoid robots, facilitating their application in various sectors such as industry and services [2] - Humanoid robots, resembling human form and capable of mimicking human actions, are on the verge of industrial explosion, with advancements in AI enhancing their interaction capabilities [3] - Major AIEV players like XPeng Motors, NIO, and Huawei are actively entering the humanoid robot sector, transferring their AI and smart technology experiences [4] Technological Synergy - The technological solutions for humanoid robots and AIEV vehicles are highly similar, resulting in low migration costs for technology [7][9] - AIEV manufacturers are focusing on the potential for industrial resonance with humanoid robots, aiming to expand into new business areas and enhance brand influence [10] - The technological advancements in humanoid robots are also feeding back into the AIEV sector, improving smart manufacturing processes and production efficiency [11] Market Dynamics - The humanoid robot industry is currently led by startups, with significant involvement from tech giants and automotive companies through investments and collaborations [18] - The report anticipates that from 2025 to 2030, humanoid robots will primarily serve industrial applications, transitioning to commercial services by 2031-2035, and eventually entering household scenarios post-2035 [20] - By 2040, the humanoid robot market in China is expected to reach 3 trillion yuan, with industrial applications accounting for nearly 2.3 trillion yuan [20][22] Conclusion - AIEV manufacturers are rapidly expanding into the humanoid robot sector, facilitating technology transfer and business development [22] - The integration of various components such as sensors, intelligent solutions, and battery technologies is driving the advancement and mass production of humanoid robots [22]