CITIC Securities: The first national standard system for humanoid robots released, focusing on quality control to grasp core changes such as determinism and dexterity.

CICC research report stated that the first national-level humanoid robot standard system was released, and 2026 is expected to be a big year for vertical application volume. On February 28, the humanoid robot and embodied intelligence standardization annual meeting was held, officially releasing the "Humanoid Robot and Embodied Intelligence Standard System," which is the first top-level design standard in China covering the entire industry chain and lifecycle of humanoid robots. The Spring Festival Gala robot performance not only showcased the robot's outstanding motion capabilities but also ignited enthusiasm among consumers. Looking ahead to future developments in the sector, events such as the release of Gen3 and progress in the IPOs of domestic robot manufacturers are worth paying attention to. It is recommended to focus on quality segments, grasp key changes such as certainty and dexterity.