Core Insights - The Jiangsu Humanoid Robot "Thirteen Guardians" was launched during the World Intelligent Manufacturing Conference, showcasing 13 local companies with innovative products in various sectors including industrial, service, special, and consumer applications [1][2] Group 1: Product Innovations - Estun's "Rock C05-L" robot features dynamic height adjustment, 7 degrees of freedom, and multi-scenario interaction capabilities, demonstrating its strength in intelligent operations across various environments [1] - Magic Atom's humanoid robot "Xiao Mai" is dexterous with capabilities spanning from factory settings to home environments [2] - Softcom Tianqing's A2 series robots can perform poetry and painting, as well as execute flexible manufacturing tasks like graphics sorting with precision [2] - Lexiang Technology's M1 home robot offers voice interaction, autonomous movement, environmental awareness, and real-time security capabilities for family companionship [2] - Tianchuang's humanoid robot integrates autonomous operation capabilities, significantly enhancing operational precision and flexibility [2] - Yuliqi's Wanda series robots can perform tasks like tea-making and room cleaning, showcasing their potential as future household helpers [2] - Yunmu's YMBot E-type educational humanoid robot performed a dance, featuring a wide range of motion to meet diverse educational needs [2] - Lukming's LUS2 humanoid robot is the first full-size robot to achieve "1-second ejection," winning a silver medal at the inaugural World Humanoid Robot Sports Competition [2] - GeminiBot A1 from Twin Intelligence demonstrates "dual-engine" collaboration and high-precision positioning capabilities [2] - Jicui Intelligent's "Jizhi A1" robot showcases various abilities including greetings, four-wheel drive, and voice interaction, supporting applications in industrial, service, and medical fields [2] Group 2: Industry Collaboration and Events - The Jiangsu Humanoid Robot "Thirteen Guardians" aims to promote industry collaboration, expand typical application scenarios, and drive innovation in the Jiangsu humanoid robot industry [1] - The event included a presentation by the rotating chairman of the alliance, Estun Automation's CEO, on the alliance's activities and future plans [3] - The event also featured an award ceremony for the National Embodied Intelligent Robot Application Scenario Challenge, which attracted 105 teams from universities nationwide, with 12 teams winning top honors after two days of competition [3]

Investment Rating - The report suggests a positive outlook for the humanoid robot industry, indicating it as a strong investment opportunity due to the acceleration of embodied intelligence applications [3][28]. Core Insights - The humanoid robot sector is experiencing rapid growth, with significant advancements in technology and increased collaboration among companies, such as the partnership between YG Electric and Zhiyuan Robotics to explore applications in smart manufacturing [2][26]. - The introduction of new products, like the G1-D humanoid robot by Yushutech, showcases the industry's shift towards practical applications in various sectors, including industrial, commercial, and domestic environments [1][21]. - The report highlights the importance of supply chain dynamics and technological iterations, particularly focusing on key components like tactile sensors and PEEK materials, which are expected to drive innovation and cost reduction in the industry [3][29][30]. Summary by Sections Industry Dynamics - The robot industry is witnessing a surge in revenue, with a year-on-year growth of 29.5% expected in the first three quarters of 2025, alongside significant production increases in both industrial and service robots [4]. - Recent events, such as the approval of national standards for commercial cleaning robots and major conferences discussing the future of embodied intelligence, indicate a robust policy and market environment supporting the industry [4][10]. Main Body - Companies are increasingly focusing on humanoid robots as a core strategic direction, with firms like Tianqi Co. providing solutions for various clients and emphasizing the importance of data collection and operational efficiency [2][27]. - The collaboration between YG Electric and Zhiyuan Robotics aims to innovate in the application of connectors and harnesses in humanoid robots, reflecting a trend of resource sharing and complementary strengths among industry players [2][26]. Investment Recommendations - The report identifies embodied intelligence as a leading application of AI, with humanoid robots being a critical focus area. It suggests monitoring technological advancements and supply chain developments in the second half of 2025 [3][28]. - Key players to watch include Tesla, Figure, Huawei, ByteDance, and Xiaomi, which are expected to leverage their competitive advantages in hardware and software to drive growth in the humanoid robot market [3][28]. Key Components - The report emphasizes the significance of core components in the humanoid robot sector, with companies like Huichuan Technology and Dakang New Materials making strides in developing essential technologies such as electronic skin and high-performance chips [24][26]. - The establishment of dedicated divisions for intelligent robotics within companies indicates a strategic shift towards enhancing capabilities and market presence in the humanoid robotics field [24][26].

Core Insights - Yijiahe (603666) has signed a deep cooperation agreement with Huawei Cloud to develop cloud-native robotic products and solutions in various sectors including healthcare, energy, and property management [1][2] - The collaboration aims to leverage Yijiahe's experience in embodied intelligent robots and Huawei Cloud's advanced multi-modal models to promote the application of intelligent robotics in real-world scenarios [1][2] Group 1 - The agreement was signed on November 10, 2023, and marks Yijiahe as Huawei Cloud's first global partner in the field of embodied intelligence [1] - A joint innovation team will be established to advance the development and implementation of embodied intelligent robots in healthcare and energy sectors [1] - Yijiahe plans to launch its first embodied nursing robot as part of this collaboration [1] Group 2 - The joint solution for embodied intelligent robots will be launched on Huawei Cloud's marketplace, targeting industries such as healthcare, energy, and property management [2] - Yijiahe has developed a new generation of embodied intelligent nursing robots called "Hubao," which aims to create a comprehensive health chain from hospitals to homes [2] - The strategic upgrade represents a fusion of technological advantages and a forward-looking practice based on ecological symbiosis, aiming to scale the application of embodied intelligence in people's lives [2]

Core Points - Yijiahe Technology Co., Ltd. and Huawei Cloud Computing Technology Co., Ltd. signed a cooperation agreement on November 10 to deepen collaboration in cloud-native robotic products [1] - The partnership aims to jointly launch cloud-native robotic products and solutions, focusing on sectors such as healthcare and power [1] - Yijiahe is set to officially launch its first embodied care robot soon [1]