Central Bank: As the importance of an independently controllable supply chain becomes more prominent, the future prospects for accelerating the domestication of core components are optimistic.

The People's Bank of China released the third quarter of 2025 report on the implementation of China's monetary policy. It mentioned that looking ahead, the robotics industry, as a core area of technological innovation and industrial upgrading, will continue to move towards high-quality development. Firstly, the industry scale is expected to continue growing, with the emergence of new application scenarios, the demand in both China and global markets will remain rapidly increasing. Secondly, the industry will continue to upgrade towards intelligence and high-end, as the robotics industry will continue to deeply integrate with frontier technologies such as artificial intelligence. Thirdly, the synergistic effect of the industry chain is expected to continue strengthening, with the increasing importance of self-controllable supply chains, the process of domestication and replacement of core components is expected to accelerate in the future.