Local governments have successively introduced support policies for the robotics industry, encompassing both industrial and consumer subsidies. The World Robot Conference continues to gain momentum, highlighting the rapid advancement of domestic robot technology. Key technological advancements in the industrial chain, including dexterous manipulators, joint modules, and sensors, have consistently achieved breakthroughs, expediting the iterative development of embodied intelligent robots. Anticipated future catalysts include humanoid robot sports competitions, robot partner conferences, the unveiling of the Optimus third-generation robot, and domestic robot procurement tenders. Overall, the robotics sector exhibits a promising development trajectory, with particular emphasis on sensors, dexterous manipulators, vertical applications, and domestic supply chains, which are highly recommended for investment.