CITIC Construction Investment pointed out that more and more cross-border giants are entering the humanoid robot circuit. For example, leading home appliances rely on existing technology accumulation and rich scenario advantages to actively expand the application of humanoid robots in factory and home scenarios. The market is focusing on the synergy and portability of their existing technology accumulation and resource endowments with the development of humanoid robots, and related supply chains are also nurturing investment opportunities. Furthermore, CITIC Construction Investment believes that we should not be limited to “humans” to explore investment opportunities in “AI+ robots” in depth, such as exoskeleton robots, dexterous hands, sensors, and robot dogs. These four steps do not necessarily presuppose the volume of human figures, and can have continuous data verification. Furthermore, the trend of robot weight reduction is quite clear. In particular, the application of PEEK materials has received widespread attention and is expected to develop further in the future.

CITIC Construction Investment pointed out that more and more cross-border giants are entering the humanoid robot circuit. For example, leading home appliances rely on existing technology accumulation and rich scenario advantages to actively expand the application of humanoid robots in factory and home scenarios. The market is focusing on the synergy and portability of their existing technology accumulation and resource endowments with the development of humanoid robots, and related supply chains are also nurturing investment opportunities. Furthermore, CITIC Construction Investment believes that we should not be limited to “humans” to explore investment opportunities in “AI+ robots” in depth, such as exoskeleton robots, dexterous hands, sensors, and robot dogs. These four steps do not necessarily presuppose the size of human figures, and can have continuous data verification. Furthermore, the trend of robot weight reduction is quite clear. In particular, the application of PEEK materials has received widespread attention and is expected to develop further in the future.