此外，在进博会新闻中心，有机器人承担了服务员的角色，为中外来客提供相关服务。 除宇树外，央视还参观了海克斯康公司展台，演示了名为 AEON 的工业人形机器人。该机器人展示了行走、 上下台阶的能力，并演示了使用工具和自主更换电池的操作。 海克斯康方面表示，该机器人可搭载激光跟踪仪，用于工业场景下的大尺寸扫描检测与测量。人能用的工具 它也能用，不适合人去的工作环境它也能去，妥妥的 24 小时不停歇"顶级打工人"。 另外，兄弟（中国）商业有限公司展示了一款名为 AVENEER EV1 的绣花缝纫一体机。据展商介绍，用户可 向该设备上传图片，设备可将其转化为绣花数据，绣制在包、衣物等物品上。 其中，最出名的宇树科技展示了多款机器人，包括人形机器人 G1 和 R1、H2，以及机器狗 Go2、B2、A2。 现场演示中，两台 G1 人形机器人进行了包括模拟拳击和对打的动作，并展示了自主起身的能力。IT之家注 意到，现场还有另一台机器人展示了舞蹈动作。 IT之家 11 月 8 日消息，在 2025 第八届中国国际进口博览会（进博会）上，多家参展企业展示了不同功能和应用场景的机器人技术。为此，央视新闻今天特 意找"机器人天团" ...

Investment Rating - The report maintains a "Buy" rating for the automotive industry, particularly highlighting the potential in the humanoid robot sector and related companies [10][44]. Core Insights - The report emphasizes the importance of Tesla's Optimus Gen3, which is expected to lead the robot market in Q4, with significant advancements in dexterity and AI capabilities [4][5]. - Ant Group's launch of the humanoid robot R1 is noted as a strategic move to enhance AI interactions, indicating a growing trend in the humanoid robot market [7][8]. - The automotive sector is experiencing a shift towards intelligent and humanoid robotics, with various companies recommended for investment based on their technological advancements and market positioning [8][44]. Summary by Sections Market Performance and Valuation Levels - The automotive sector's performance shows a 1.5% increase in the CITIC Automotive Index, outperforming the broader market [17]. - The automotive industry's PE ratio stands at 33.4, indicating a relatively high valuation compared to historical levels [27]. Industry Data Tracking and Commentary - The report notes a decline in retail sales of passenger vehicles by 10% year-on-year in early September, reflecting market challenges [37]. - The export of Chinese automobiles has improved, with a notable increase in market share for domestic new energy vehicles [39]. Industry Ratings - The humanoid robot sector is highlighted as a new opportunity, with recommendations for companies involved in key components such as linear joints and sensors [44]. - The report suggests a focus on companies like Shuanglin Co., Reddyke, and others for their potential in the humanoid robotics market [46]. Company Announcements and Industry News - Recent collaborations, such as SAIC-GM-Wuling's partnership with Huawei, are expected to enhance technological integration in the automotive sector [54]. - The report mentions significant capital increases in companies like FAW Bestune, aimed at advancing new energy technology and smart manufacturing [55].

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the electric equipment and new energy industry [1]. Core Viewpoints - The World Robot Conference showcased over 1,500 robot products, indicating a growing interest and innovation in robotics [3]. - The photovoltaic industry chain prices remain stable, with expectations for continued price stability in the near term [6][7][8][9]. Summary by Relevant Sections Investment Recommendations - Preferred stocks include: - Aishuo Co., Ltd. (600732.SH) - Buy - B - Longi Green Energy (601012.SH) - Buy - B - Daqian Energy (688303.SH) - Buy - B - Fulete (601865.SH) - Buy - A - Hengdian East Magnetic (002056.SZ) - Buy - A - Sungrow Power Supply (300274.SZ) - Buy - A - Canadian Solar (688472.SH) - Buy - A - Deyang Co., Ltd. (605117.SH) - Buy - A - Langxin Group (300682.SZ) - Buy - B - Quartz Co., Ltd. (603688.SH) - Buy - A [2]. Market Trends - The multi-crystalline silicon price is stable at 44.0 CNY/kg, with a slight decrease in transaction volume compared to the previous week [6]. - The silicon wafer prices remain unchanged, with N-type silicon wafers priced at 1.20 CNY/piece for 182-183.75mm and 1.35 CNY/piece for 182*210mm [7]. - Battery cell prices are stable, with N-type battery cells priced at 0.290 CNY/W for 182-183.75mm and 0.285 CNY/W for 182*210mm [8]. - Module prices are also stable, with TOPCon double-glass modules priced at 0.685 CNY/W and N-type HJT modules at 0.830 CNY/W [9]. Policy and Regulatory Developments - The National Energy Administration is establishing a "green channel" for large-scale wind and photovoltaic bases to better meet the needs of new energy development [5]. - The China Photovoltaic Industry Association is soliciting opinions on the draft amendment to the Price Law, focusing on price behavior norms and regulatory mechanisms [4].