The National Alliance for People's Livelihood: The humanoid robot industry is entering a "threefold driven phase of accelerated scale manufacturing, continuous expansion of application scenarios, and upgrades in embodied intelligence."

The National Federation of Industry and Commerce Research Report indicates that the humanoid robot industry is entering a phase driven by "accelerated mass production, continuous expansion of applications, and upgrades in embodied intelligence." Recently, the sector has experienced a significant pullback, relieving previous valuation pressures. However, commercialization at the industrial level, increased capital investment, and product iterations are still accelerating, leading to a short-term divergence between fundamentals and stock prices. It is recommended to seize the mid- to long-term allocation opportunity created by this pullback.