Sinolink Securities highlights ROBO+ as the most powerful industrial trend in the automotive sector. As a pivotal application of AI, embodied intelligence is centered on intelligent driving and humanoid robots, poised to fundamentally reshape the automotive industry chain. By 2025, it is anticipated that the adoption rate of high-level intelligent driving will surge, propelling the growth of related sectors including chips and LiDAR. In the realm of robotics, THB reigns supreme. With the release of large models in 2025, the robotics market is set to transition from being dominated by industry giants to a landscape of diversified development, with the supply chain increasingly prioritizing technology and customer resources.