Investment Rating - Industry Rating: Outperform the market (maintained rating) [5] Core Insights - Nvidia is set to unveil its new "brain" for robotics on August 25, which is expected to enhance humanoid robot technology and lead to a surge in domestic robot industry orders [1] - The global humanoid robot industry is anticipated to expand significantly, driven by advancements in physical AI, with Nvidia's developments potentially unlocking a trillion-dollar market [1] - The Shanghai government has released an implementation plan to accelerate the practical deployment of humanoid robots in manufacturing, aiming for 3,000 companies to adopt intelligent applications within three years [2] Summary by Sections Industry Overview - The humanoid robot sector has seen a notable increase in demand, with over 83 publicly disclosed projects in the first half of 2025, totaling nearly 330 million yuan in contracts, a significant rise from the previous year [1] - Major companies like Ubtech, Yushun Technology, and Zhiyuan Robotics dominate the market, collectively accounting for over 60% of the total contract value [1] Key Companies to Watch - **Aobi Zhongguang**: A leading company in 3D visual perception with over 70% market share in domestic service robot visual sensors, closely partnered with Microsoft and Nvidia [3] - **Keli Sensor**: A top domestic strain sensor manufacturer, specializing in the development of sensors for humanoid robots, having completed product series for various robotic applications [3]

截至2025年7月30日收盘，奥比中光-UW股价报69.69元，较前一交易日下跌2.16元，跌幅3.01%。当日 开盘价为71.15元，最高触及72.37元，最低下探至69.32元，成交量为8.05万手，成交额达5.68亿元。 奥比中光-UW属于电子元件行业，公司专注于3D视觉感知技术的研发与应用，产品广泛应用于机器 人、智能家居、安防等领域。公司总部位于广东，是机构投资者关注的重点标的之一。 消息面上，奥比中光宣布将于8月8日在2025世界机器人大会首日发布三款新品，为各类机器人提供更灵 活的视觉解决方案。此外，7月29日数据显示，共有22家基金公司对奥比中光进行了调研，显示出机构 对公司发展的关注。 资金流向方面，7月30日主力资金净流出1.10亿元，占流通市值的0.54%。 风险提示：股市有风险，投资需谨慎。 ...