According to the research report released by CSC Securities, the humanoid robot industry is maintaining a trajectory of positive growth on both domestic and global fronts. Elon Musk has highlighted that the new generation of agile robotic hands will embody a higher degree of complexity. XPENG has boldly projected its ambition to sell upwards of one million robots by the year 2030. Figure has revealed that its F.02 model has successfully undergone an 11-month deployment period at a BMW manufacturing facility. Meanwhile, Zhiyuan's Yuanzheng A2 robot has accomplished an impressive 100-kilometer inter-provincial journey. Although the robot sector has recently witnessed a downturn, this is primarily attributed to market sentiment and unverified rumors. In contrast, the R&D efforts, product designations, and new product rollouts by companies within the industrial chain are advancing at a steady pace. Given the current subdued market sentiment, it is prudent to concentrate on high-caliber segments and closely monitor subsequent developments, including Gen3 product designations, new product introductions, and guidance pertaining to mass production.
