CITIC Securities: Continues to be optimistic about the overall market situation of humanoid robots.

According to the research report of Citic Securities, in the field of humanoid robots, T-chain is continuously catalyzing, and the sector's market outlook remains positive. Tesla is expected to hold a meeting to discuss robot production, xAI has released Grok 4 Fast. Meanwhile, it is expected that news on domestic chains in the second half of the year such as capital operation, order shipments, and scene landing will continue to catalyze, and it is recommended to pay attention to opportunities in the sector layout. Citic Securities continues to be optimistic about the overall market outlook of the sector, and recommends focusing on industry trends with better performance and faster growth, such as sensors, dexterous hands, vertical applications, and domestic supply chains.