CICC highlights that leading tech companies, including NVIDIA, are proactively deploying in the humanoid robot sector. Collaborators like Zhiyuan are collectively propelling the industry from 'technological exploration' to 'large-scale commercialization', signifying a positive trajectory. Currently, the trend towards large models is garnering significant attention, with projections of sustained growth. This presents opportunities in related domains, such as model architecture design and data collection. Concurrently, the commercialization loop for humanoid robots in specific scenarios is progressively taking shape, with iterative enhancements and capability transfers in practical applications poised to broaden their application scope. Furthermore, the supply chain continues to unveil new business prospects, with the introduction of novel products and entry into new customer supply chains both meriting close observation.