The Robotics Index has recently exhibited robust performance, with embodied models emerging as a pivotal force propelling this wave of robotic advancements. The untapped market potential of these models remains vast. These models are transitioning from a hierarchical structure to an end-to-end methodology, showcasing remarkable strides in perception, planning control, and task success rates. Nevertheless, practical applications necessitate further refinement. Firms with robust R&D capabilities, mastery over core scenarios, and access to premium data resources will find themselves in a more advantageous competitive position. It is advisable to focus on three categories of enterprises: those specializing in software and hardware infrastructure, data and physical AI integration, and vertical scenario applications.