CITIC Construction Investment: In the field of humanoid robots, focus on high-quality segments at the bottom; pay attention to the layout period of construction machinery.
2025-11-25 / Read about 0 minute
Author:小编   

The research report from CITIC Construction Investment points out that in the field of humanoid robots, the domestic and foreign industries continue to develop actively. Musk stated that the complexity of the new generation of dexterous hands will further increase. The development trend of the industry is clear. At the emotional bottom, it is advisable to focus on high-quality segments and subsequent Gen3 fixed point (designated supplier), new product releases, and mass production guidance. Regarding solid-state battery equipment, the first large-capacity all-solid-state battery production line in China has been completed and put into trial production, accelerating the industrialization process. In the field of construction machinery, exports have maintained high growth rates on a high base. While the domestic sales of excavators have slowed down, non-excavator businesses have experienced significant growth. The overall domestic operating conditions are favorable. It is advisable to pay attention to the timing of layout in the construction machinery sector.