CITIC Securities: Domestic robots are blooming, we continue to be optimistic about the overall sector's market situation.

CITIC Securities Research Report believes that various regions have recently issued policies supporting the robot industry, providing certain industry subsidies or consumer subsidies. The World Robot Conference still maintains unprecedented popularity, with domestic robots blooming everywhere. Various solutions in the industry chain related to dexterous hands, joint modules, sensors, and other links are advancing together, accelerating the iteration of intelligent robots with embodiment. The continuous progress of the intelligent embodiment industry chain is being observed, with potential catalysts such as the World Humanoid Robot Games, the Intelligent Robot Partner Conference, the release of the Optimus Third Generation Robot, and domestic robot bidding worth paying attention to. We continue to be optimistic about the overall sector market, recommending sensors, dexterous hands, vertical application terminals, and domestic supply chain links that have better industry trends and faster volume.