The National Development and Reform Commission and other departments issued "Measures for Creating New Consumption Scenes and Cultivating New Growth Points for Consumption". It mentioned that the development of software and hardware functions such as artificial intelligence assistants and end-side large models will be strengthened, and humanoid robots based on artificial intelligence large models will be explored and developed. Caitong Securities believes that the best hardware direction for AI is intelligent robots, and continues to suggest that investors focus on layout.
The National Development and Reform Commission and other departments issued "Measures to Create New Consumer Scenarios and Cultivate Consumer Growth Points". Among them, it is mentioned to increase the development of hardware and software functions such as flexible screens, super cameras, super fast charging, AI assistants, edge-side big models, cross-screen and cross-terminal interconnection, and enhance the convenience of human-computer interaction. Expand the functions of intelligent robots in cleaning, entertainment and leisure, retirement and disabled care, education and training, and explore the development of human-shaped robots based on big models of artificial intelligence.
Caitong Securities believes that the best hardware direction for AI is intelligent robots, which is beyond doubt. This is proven by the choices of Tesla and Nvidia, and by domestic policies as well. Both the State Council's policy on "artificial intelligence +" industrial policies and the benefits of "new productive forces" include intelligent robots. It is recommended that investors continue to focus on layout in this area.
According to the Financial Data Center, among related listed companies:
Fujia Holding's subsidiary, Ningbo Yijia Electronics Co., Ltd., manufactures various circuit boards for Liju robots.
Keli Motor Group has achieved major technological breakthroughs in servo systems and other fields, and has become a supplier of Huawei. The company's servo systems have been widely used in robotics and industrial automation.