Capital "races" to mass production in the first year of substantial growth, ushering in a reassessment of the value of the intelligent industry chain.

Recently, the intelligent robotics industry chain has experienced multiple catalysts. From the continuous release of key technological breakthroughs by companies such as UBTech Robotics during "AI Release Week", to the establishment of the industry's first national-level testing standards, and the emergence of "unicorns" with billion-dollar valuations in cities like Shenzhen, the dual resonance of capital and industry is pushing the intelligent robotics industry towards a tipping point. Wind data shows that on April 10th, the A-share humanoid robot sector experienced a strong surge, with the Wendel humanoid robot concept index rising by nearly 2%. Analysts believe that 2026 will be a critical year for the transition of intelligent robotics from prototypes to products, as the commercialization of the industry chain accelerates. Companies with certainty in orders and the ability to deliver on a large scale will enter a key window for value reassessment.