According to a research report by CITIC Construction Investment, in the realm of humanoid robots, capacity planning for the overseas supply chain is making steady headway, and it is advisable to concentrate on premium market segments. The T factory's audit process is unfolding smoothly, with ongoing expansion of overseas production capacity and the imminent commencement of large-scale manufacturing. Presently, the key focus lies in the designation and finalization of the Gen3 model, with this sector poised to witness gradual value differentiation. The Trump administration placed significant emphasis on the advancement of the robotics industry, thereby enhancing the strategic significance of the U.S. robotics sector. It is expected that corresponding policies will also be rolled out domestically in the near future, fostering a continued trend of collaborative development between China and the U.S. in the robotics domain. Close monitoring is warranted for upcoming events, including the designation of Gen3, new product launches, and the progress of Unitree's initial public offering (IPO). During the market's downturn, it is prudent to prioritize premium sectors and stay attuned to critical factors and pivotal shifts, such as advancements in dexterous robotic hands.