Group 1 - CITIC Construction Investment reports that the machinery sector has seen significant activity, ranking 6th in A-share performance in the first half of the year, with 40 stocks related to robotics and 26 listed on the Beijing Stock Exchange [1] - The report highlights that hard technology is expected to break through domestic demand challenges, particularly in the areas of embodied intelligence and controllable nuclear fusion [1] - The low valuation and high dividend yield are expected to benefit from the downward trend in interest rates, suggesting that the machinery industry is worth increasing investment [1] Group 2 - Galaxy Securities indicates that the domestic nuclear power humanoid robot industry is accelerating, with several listed companies actively engaging in this field [2] - Companies like Jingye Intelligent and Shenhao Technology are making strides in nuclear industry applications, with notable projects such as the "Wolf 1" quadruped patrol robot and intelligent inspection robots [2] - The nuclear power sector is seen as a prime candidate for the implementation of embodied intelligence due to its hazardous, repetitive, and heavy industrial applications [2]

Industry Overview - The domestic nuclear power humanoid robot industry is accelerating its development, with significant support from national and local policies aimed at integrating humanoid robots into the nuclear power sector [3][4] - The first humanoid robot specifically designed for the nuclear industry has been successfully deployed, enhancing operational efficiency and safety in extreme environments [3][4] Technology and Applications - Nuclear humanoid robots are designed to withstand high radiation and perform various functions such as inspection, maintenance, and emergency response, significantly improving operational efficiency [3][4] - The robots are equipped with advanced sensors and algorithms, allowing them to perform tasks like corrosion detection, real-time monitoring in high-radiation areas, and dynamic environmental sensing [6] Market Dynamics - The nuclear humanoid robot industry encompasses upstream raw material supply, midstream production, and downstream applications, with a broad market potential driven by the expansion of the nuclear industry and increasing demand for spent fuel management [4][5] - Several listed companies are actively investing in the nuclear humanoid robot sector, including Jingye Intelligent, Shenhao Technology, and Shanghai Electric, indicating a competitive landscape [4][5] Application Scenarios - Humanoid robots are utilized in various scenarios, including routine maintenance, radiation monitoring, and the delivery of special materials, thereby supporting the advancement of nuclear-related operations [5][6] - The deployment of quadruped robot clusters is becoming crucial for security systems, capable of providing all-weather surveillance in sensitive areas [7] Future Outlook - The "14th Five-Year Plan" is expected to identify new growth points for the nuclear humanoid robot industry, with a focus on technological development and market expansion from 2024 to 2030 [12][13]

智通财经APP获悉，中国银河证券发布研报称，核电机器人产业链涵盖上游原材料供应、中游生产加工 和下游应用环节;目前挑战包括:人形机器人成本高昂，底层算法模型不成熟，数据采集和精细操作存在 局限。核电领域作为危险、重复、繁重的工业应用场景，有望率先实现具身智能赋能与落地，该行建议 关注深耕核电领域且已布局相关产品的景业智能、上海电气、申昊科技、亿嘉和、机器人等公司。 中国银河证券主要观点如下： 国内核电人形机器人产业发展提速 自2024年3月起，国家地方共建人形机器人创新中心联合上海电气中央研究院，针对核电行业极端环境 需求，开展了大量技术攻关与联合实验，成功部署首款针对核电产业日常生产的人形机器人并进驻核电 场景训练场，相关项目也顺利完成阶段性验收。同时，国家和上海、杭州、北京、深圳等地纷纷出台人 形机器人相关政策，从技术研发、应用推广等多方面给予支持，为人形机器人深度融入核电产业、推动 核电智能化发展奠定了坚实基础。 核电机器人是针对核电厂严苛环境设计的高度智能化自动设备 按形态结构分为人形和非人形机器人，核电人形机器人融合传统核电智能机器人技术，集成先进传感 器、精密控制算法等，具备高辐射耐受性、智能决策 ...