单击或点击此处输入文字。 26 年是人形机器人 0-1 兑现的重要节点。特斯拉链预计 26Q1 第一代量产产品发布，26H1 供应链大批量产线建设完 成，26M8 开启大规模量产。国产链头部本体出货量规模有望从数千台跨越到数万台，应用场景主要来自于二开、导览、 巡检等。在这个阶段，龙头公司供应链、技术都会趋于收敛。全球将会迈入机器人"军备竞赛"，重点关注五大方向： (1)特斯拉链的收敛:特斯拉链已经迭代 4 年，目前硬件供应链趋于收敛的拐点。围绕确定性和空间，重点关注:拓普 集团、三花智控等。(2)技术迭代与收敛:看好电驱动新技术(谐波磁场电机、GaN)、灵巧手(电子手套、新型基材)、新 材料(peek)、高端轴承等相关标的。(3)海外其他供应链的机会:苹果、谷歌、OpenAl、Figure 等都陆续迈入 0-1，重 点关注银轮股份以及电子链标的相关机会。(4)国内本体和应用垂类机会:宇树、智元、乐聚、银河通用等陆续上市， 关注供应链以及本体标的翔楼新材、柯力传感等。(5)围绕长期确定性，布局"优质格局"的标的:重点关注奥比中光等。 3 月 11 日，2026 第三届中国具身智能机器人产业大会暨展览会/202 ...

Group 1 - Haier Smart Home focuses on "unmanned housekeeping" at AWE2026, launching AI Eye 2.0 and three categories of robots for "housework, cleaning, and companionship" [2] - The upgraded AI Eye 2.0 enhances recognition capabilities, making it more comprehensive, accurate, and faster, further liberating consumers from household chores [2] - Haier Smart Home introduces three types of household service robots: "Haiwa Cleaning Robot," "Haiwa Companion Robot," and "Haiwa Housework Robot," each designed to assist users in different aspects of home management [2] Group 2 - Haier Smart Home has upgraded its Smart Home Brain, based on the industry's first AI-native cross-ecosystem smart home operating system, UHomeOS, which adapts to user needs and transforms smart space concepts into reality [3] - The integration of "robots + home appliances" allows for the recognition of various household scenarios, bringing unmanned housekeeping closer to consumers [3] - Haier Smart Home aims to build a platform service-oriented technology ecosystem centered around user needs [3]