According to a research report by Zhongtai Securities, the policy landscape has marked a significant milestone by incorporating "embodied intelligence" into the government work report for the first time, underscoring its paramount strategic significance. On the industry front, Tesla's Optimus is anticipated to commence mass production in 2025, igniting a fresh wave of growth across the robot industry supply chain. 2023 stands as a pivotal year for the performance delivery of enterprises within this sector, as domestic automakers aggressively deploy strategies, advancing both self-research initiatives and collaborative efforts. These automakers are poised to spearhead the integration of robots in automotive production scenarios. At the technological level, robots emerge as vital terminals for AI and intelligent driving applications. AI large models streamline the process of simulating data collection, while Deepseek offers indispensable technical support to robots, collectively accelerating the commercialization journey of humanoid robots.