机器之心报道 机器之心编辑部 宇树的上市进程，终于又向前迈进了一步。 9 月 2 日晚间，杭州宇树科技股份有限公司（简称「宇树科技」）发布声明说，预计于今年四季度向证券交易所提交上市申请文件，立即引来了大量关注。 完整公告内容如下： 宇树科技自成立以来一直是一家「民用机器人公司」。目前，公司正在积极推进首次公开募股（IPO）的准备工作。根据 IPO 计划， 公司预计将在 2025 年 10 月 至 12 月期间向证券交易所提交备案文件，届时公司的相关经营数据将会正式披露 。 接下来简要介绍一下公司产品的收入结构。我们以 2024 年为例（具体数据应以后续 IPO 备案文件披露的信息为准）： 四足机器人、人形机器人及零部件产品的销售额分别约占 65%、30% 和 5%。 其中， 大约 80% 的四足机器人用于科研、教育和消费领域，其余 20% 用于工业领域，如检测和消防。人形机器人全部应用于科研、教育和消费领域 。 自成立以来，宇树科技一直致力于高性能通用机器人在民用领域不同产业中的应用，并在公司官网、产品手册、合作协议以及各类文件中明确声明和限制相关用 途。 特此提醒各方需谨慎识别，不要将其他公司的机器人产品 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [8][44]. Core Insights - The report highlights the significant advancements in humanoid robots, particularly the Optimus V3 design by Tesla, which is expected to begin mass production in early 2026. This development is anticipated to catalyze growth in the robotics sector [5][44]. - The report emphasizes the ongoing commercialization of intelligent connected vehicles, with eight companies receiving demonstration operation licenses in Shanghai, indicating a rapid acceleration in the deployment of autonomous driving technologies [7][44]. - The automotive sector is experiencing a structural shift, with traditional fuel vehicle production facing challenges while the demand for electric and intelligent vehicles continues to rise [36][44]. Market Performance - The automotive index increased by 1.2%, lagging behind the broader market, which rose by 1.7% [15][24]. - The performance of various segments within the automotive industry showed positive trends, with passenger vehicles up by 2.3% and commercial vehicles by 1.8% [16][24]. Industry Data Tracking - In July, the average daily retail of passenger vehicles showed a year-on-year increase of 11%, with total retail reaching 1.188 million units, also reflecting a growth of 11% year-to-date [35][37]. - The report notes a significant increase in wholesale figures, with a year-on-year growth of 22% in July, totaling 1.424 million units [37]. Recommended Stocks - The report recommends several companies based on their potential in the humanoid robot sector and automotive components, including: - Dual Lin Co., Ltd. (双林股份) [46] - Redick (雷迪克) [46] - Jianghuai Automobile (江淮汽车) [46] - Seres (赛力斯) [46] - North Special Technology (北特科技) [46] - New Spring Co., Ltd. (新泉股份) [46] - Rongtai Co., Ltd. (嵘泰股份) [46] - Kaite Co., Ltd. (开特股份) [46] - Jun Chuang Technology (骏创科技) [46] - Easy Precision (易实精密) [46]