2025年5月9日，傅利叶十周年庆典暨首届具身智能生态峰会在上海正式召开。本次大会以"十年共创，具 身成翼"为主题，汇聚了来自通用机器人与医疗康复领域的顶尖专家学者、合作伙伴与投资机构，共同探索 具身智能在未来十年的技术应用与生态发展。本次峰会傅利叶创始人兼CEO顾捷分享了创业十年的深刻体 会，并提出了"立足康养、聚焦交互、服务于人"的下一个十年核心战略。 顾捷表示： "傅利叶致力于打造'以人为本'的具身智能和'创新为本、可靠可及'的产品，把技术创新和产品 落地作为一切投入的出发点和落脚点。医疗康复场景的应用是傅利叶的根基，傅利叶将继续围绕'以机器人 科技赋能人类生活'的愿景，把具身智能技术带进医院、社区家庭和广泛场景，为每一位对美好生活有追求 的人带去改变。" 活动现场，傅利叶与 上海国际医学中心 举行了 " 具身智能康复港 " 揭牌仪式，双方将围绕具身智能机器 人在康复医疗场景的应用标准建设、康复方案共创、科研攻关等展开全面合作，携手打造国内首个具身智 能康复示范基地。 同时，傅利叶与 同济大学签署战略合作，双方优势互补，开展联合研发、人才培养与场景共建，加速先进 技术从理论到实际应用的转化。傅利叶还与国 ...

Investment Rating - The report maintains a "Recommendation" rating for the humanoid robot industry, indicating a positive outlook for the sector's fundamentals and expectations for the industry index to outperform the benchmark index [7][11]. Core Insights - The humanoid robot industry is experiencing significant developments, including partnerships and product launches, which are expected to drive long-term industrialization trends despite short-term volatility [7][11]. - The Ministry of Industry and Information Technology plans to conduct standard research on humanoid robots in 2025, highlighting the government's focus on this sector [2]. - Recent product innovations, such as the launch of the Fourier N1 open-source humanoid robot and the integrated joint module by Landai Technology, showcase advancements in core components of robotics [3][6]. Summary by Sections Industry Scale - The humanoid robot industry comprises 473 listed companies with a total market capitalization of 359.95 billion and a circulating market value of 310.07 billion [7]. Industry Index Performance - The industry has shown a performance of -13.8% over one month, 10.8% over six months, and 14.2% over twelve months, indicating a recovery trend after initial declines [9]. Investment Opportunities - The report suggests focusing on investment opportunities in key areas such as the "big and small brain" technologies and core components of humanoid robots, with specific companies highlighted for their potential [11][12]. - Notable companies to watch include Nvidia for training infrastructure, Horizon Robotics for autonomous driving chips, and Tesla for humanoid robot manufacturing [12]. Recent Events - Significant events include the establishment of Ningbo Puzhi Future Robot Co., Ltd. through a partnership between Junsheng Group and Zhiyuan Robotics, and the unveiling of the G1 humanoid robot by Yushu Technology, which demonstrates advanced combat capabilities [1][5]. - The report also notes the participation of industry leaders in economic discussions, reflecting the government's commitment to the development of embodied intelligence [4].