东吴证券认为，在汽车制造领域，优必选的WalkerS系列人形机器人已进入蔚来、比亚迪、奥迪一汽等 多家车厂，参与质检、贴标等任务，并与无人物流车协同作业，实现了零件入库流程的无人化。在医药 领域，越疆与药师帮签署战略合作协议，共同探索智慧解决方案在医药研发、仓储、配送、零售、用药 服务等全链场景的应用。在基础设施巡检领域，云深处的"绝影"系列四足机器人已在新加坡国家电网的 电力隧道中投入使用，执行自主巡检任务，提高了巡检效率和安全性。此外，智元机器人推出的灵犀 X2人形机器人，具备多模态交互能力，已应用于展厅讲解、文娱表演等场景，展示了人形机器人在服 务行业的潜力。预计未来随机器人智能性逐步提高，有望持续拓展更多应用场景。 相关基金方面，方正富邦旗下打造了人形机器人三兄弟，方正富邦信泓灵活配置混合(基金代码A类： 006689 C类：008182)、方正富邦远见成长混合(基金代码A类017993 C类：017994)、方正富邦科技创新 混合(基金代码A类008640 C类：008641)均是重仓人形机器人赛道的基金产品，含"机"量超高，截至截 稿，上述三只基金一季度末前十大重仓股中机器人相关个股全线飘红。 以 ...

Group 1 - The core viewpoint of the article highlights the increasing integration of robotics in various industries, including automotive, pharmaceuticals, and infrastructure inspection, showcasing the potential for automation and efficiency improvements [1] - In the automotive sector, UBTECH's WalkerS series humanoid robots have been adopted by several car manufacturers such as NIO, BYD, and Audi FAW for tasks like quality inspection and labeling, contributing to the automation of parts warehousing processes [1] - In the pharmaceutical field, YUEJIANG has signed a strategic cooperation agreement with Yaoshi Bang to explore smart solutions across the entire pharmaceutical supply chain, including research and development, warehousing, distribution, retail, and medication services [1] Group 2 - In infrastructure inspection, the "Jueying" series quadruped robots from YUNSHENCHU have been deployed in Singapore's national grid power tunnels for autonomous inspection tasks, enhancing inspection efficiency and safety [1] - The Lingxi X2 humanoid robot launched by Zhiyuan Robotics features multimodal interaction capabilities and has been applied in exhibition explanations and entertainment performances, demonstrating the potential of humanoid robots in the service industry [1] - The Robot Industry ETF (159551) closely tracks the CSI Robot Index, which selects listed companies related to robotics, providing investors with a convenient tool to invest in the robotics industry [1]