机器人热度持续！ 今天早上，多家媒体报道称，3月6日，上交所举办"未来产业沙龙"人形机器人产业座谈会，20余家产业链上市公 司、拟上市企业与券商、创投机构、银行等专业机构参加会议。本次座谈会以"对话未来伙伴：人形机器人"为主 题，通过主题演讲和圆桌讨论，聚焦产业发展热点话题，展开深度交流，推动资本市场积极拥抱和支持新质生产力 发展。 央视一套官微亦于清晨发布消息称，人形机器人又有新突破！近日，上海人工智能实验室发布了"全球首个人形机器 人自主站立控制算法"，让机器人可以在不同地形、不同姿势下，自主、平稳站起。 两大重磅 年初以来，深度求索（ DeepSeek ）和宇树科技等中国企业在科技创新方面取得重大进展，其精彩表现引起了全社会 乃至全球的高度关注。2025年政府工作报告首次提出培育具身智能等未来产业，大力发展智能机器人等智能制造装 备，再次引发各方热议。 为深入学习贯彻相关政策精神，3月6日，上交所举办"未来产业沙龙"人形机器人产业座谈会，20余家产业链上市公 司、拟上市企业与券商、创投机构、银行等专业机构参加会议。本次座谈会以"对话未来伙伴：人形机器人"为主 题，通过主题演讲和圆桌讨论，聚焦产业发展热点 ...

Investment Rating - The industry investment rating is "Overweight (Maintain)" [1] Core Viewpoints - The humanoid robot industry is experiencing a surge in entrants and is expected to enter a mass production phase, driven by advancements in embodied intelligence and significant investments from both domestic and international players [8] - The report highlights the emergence of various projects and innovations in the humanoid robot sector, indicating a robust growth trajectory and commercial viability [8] Summary by Sections Industry Overview - The mechanical equipment industry is currently under review, with a focus on the humanoid robot segment, which is gaining traction due to technological advancements and increased investment [1][8] Recent Developments - The Chongqing Economic and Information Commission announced the first batch of "open competition" projects in the field of embodied intelligent robots, listing 12 projects from companies like Seres and Changan Automobile [3] - Zhiyuan Robotics launched a self-developed large-scale simulation framework, AgiBot Digital World, to enhance robot operation capabilities [4] - Zhongqing Robotics secured 200 million yuan in funding to accelerate the development of general-purpose intelligent robots [4] - The Beijing Yizhuang area is set to unveil a plan for the application of 10,000 robots, with an estimated market opportunity of nearly 5 billion yuan [5] Investment Recommendations - Suggested companies to focus on include: - Assemblies: Sanhua Intelligent Control, Top Group - Sensors: Donghua Testing, Anpeilong, Hanwei Technology - Reducers: Lide Harmony, Shuanghuan Transmission, Zhongdali De - Screws: Beite Technology, Best, Hengli Hydraulic - Motors: Mingzhi Electric - Equipment: Qin Chuan Machine Tool, Huachen Equipment, Rifa Precision Machinery [9]