According to a research report from CITIC Securities, humanoid robots are presently in the technical verification stage. However, their journey to commercialization is anticipated to be more rapid compared to that of new energy vehicles. The report underscores the importance of zeroing in on high-value segments within the robotics industry. These segments are characterized by a clear competitive landscape and a high degree of certainty, indicating substantial potential for performance enhancement.

Furthermore, the report highlights that during the phase of industrial trend investment, leading companies play a pivotal role. Hence, it advocates for actively scouting out leading firms in niche robotics sectors that boast high barriers to entry in terms of non-standardization, technology, cost, and scalability. Such companies are deemed capable of weathering industrial cycles effectively.

In summary, areas such as robotics firms (platform-based enterprises that seamlessly integrate software and hardware), high-performance SOC chips (powering the cognitive side of robots), dexterous hands (compact robots that meld software and hardware), actuators, and precision sensors (which harmonize software and hardware) constitute high-value, high-barrier niches within the humanoid robotics industry.