Group 1 - UBTECH has established a clear capacity ramp-up plan, expecting to reach an annual production capacity of 5,000 industrial humanoid robots by 2026 and further expand to 10,000 units by 2027 [1] - Xiaopeng Motors' CEO expressed that the market potential for robots is greater than that of cars, anticipating explosive growth once a generation of robots crosses a critical point similar to the electric vehicle industry in China [1] - Xiaopeng Motors plans to initiate mass production of advanced humanoid robots by the end of next year, with a target of exceeding annual sales of 1 million units by 2030 [1] Group 2 - The recent movements of domestic manufacturers indicate that industrial humanoid robots are transitioning from experimental validation to commercial application, which is expected to lead to large-scale deployment in smart manufacturing [1] - Dongfang Securities noted a recent pullback in the humanoid robot sector, attributing it to a temporary decline in market confidence regarding future mass production [2] - The company Tuobang has reached cooperation with humanoid robot manufacturers like UBTECH, securing initial bulk orders for its actuator components [3] - Shiyun Circuit is one of the main suppliers of circuit boards for Xiaopeng's humanoid robots [4]