China Securities: Domestic Robot Industry Booms, Positive Outlook for Sector Performance
2025-08-13 / Read about 0 minute
Author:小编   

According to a research report by China Securities, various local governments have recently unveiled supportive policies for the robotics industry, offering both industrial and consumer subsidies. The World Robot Conference continues to attract significant attention, and the domestic robotics sector is exhibiting a trend towards diversified development. Key components of the industry's supply chain, including dexterous hands, joint modules, sensors, and other parts, have presented a multitude of innovative solutions, anticipated to accelerate the iterative enhancement of embodied intelligent robots. The advancements within the embodied intelligent robotics supply chain are growing increasingly substantial. Future developments to watch out for include the World Humanoid Robot Games, the Wisdom Robotics Partner Conference, the unveiling of the Optimus III, and domestic robot procurement tenders. China Securities maintains an optimistic stance on the overall performance of this sector and advises investors to prioritize areas such as sensors, dexterous hands, vertical application fields, and domestic supply chains, where industry trends are more promising and volume growth is swifter.

  • C114 Communication Network
  • Communication Home