According to the latest news, the National Local Jointly Built Embodied Intelligent Robot Innovation Center, known as the "National Team" of embodied intelligent robots, is about to launch a milestone general embodied intelligent platform called "Ge Wu." In addition, the Open Fund of the National Local Jointly Built Humanoid Robot Innovation Center will also be released.

At the same time, important news has emerged from Sichuan. This morning, a press conference for the iconic products of the AI Industry Chain in Sichuan was held in Chengdu, featuring the Kua Fu humanoid robot, the Zhuge large model, and others, showcasing capabilities in gait control, language interaction, and assisting in optimizing the industry ecosystem.

Driven by a series of bullish news, Robot Concept stocks continue to rise, Hong Kong stocks. $DOBOT (02432.HK)$ At one point, they surged over 22%, reaching a historic high, and by midday, they had risen more than 18%. $COWELL (01415.HK)$ Up nearly 7%. $HORIZONROBOT-W (09660.HK)$ Increased by nearly 5%,$UBTECH ROBOTICS (09880.HK)$Increased by over 3%, $MEDBOT-B (02252.HK)$ Increased by nearly 2%; A-share Robot Concept stocks have once again surged, as of the midday close, Zhejiang Sf Oilless Bearing Co., Ltd., Xiangyang Automobile Bearing, Dalian Huarui Heavy Industry Group, United Precision, Qijing Machinery, Yuhuan CNC Machine Tool and other stocks have reached the daily limit.

Heavyweight Announcement

On March 19, news came that the National Local Co-built Humanoid Robot Innovation Center announced that it will soon release a milestone universal embodied AI platform - 'Ge Wu', aiming to build a globally leading robot intelligent being training ecosystem, and will hold a 'Ge Wu Embodied AI Simulation Platform Launch Conference.'

In addition, the national and local co-built humanoid robot innovation center open fund will be released. This fund will set open fund topics around four major areas and subdivided key research directions, including platform technology, embodied intelligence, data sets, and training fields, comprehensively assessing the basic, original, application prospects, and potential impact of the topics to select and funding some excellent feasible projects.

As an important deployment of the national-level strategic technology force, the national and local co-built embodied intelligent robot innovation center (Peking Humanoid Robot Innovation Center) was established in November 2023 in the Beijing Economic and Technological Development Zone. It is the first innovation center in China focused on core technologies, product research and development, and application ecological construction of embodied intelligent robots, co-built by the Ministry of Industry and Information Technology and Beijing City. Its independently developed 'Tiangong' humanoid robot has achieved significant technological breakthroughs in several key functions.

On March 12 this year, the national and local co-built humanoid robot innovation center launched the world's first general embodied intelligent platform 'Wisdom and Innovation' which features 'one brain with multiple abilities' and 'one brain with multiple machines'.

It is reported that 'Wisdom and Innovation' can achieve full-process intelligent automation from task understanding to execution, possessing generalized capabilities to handle complex tasks in multiple scenarios. For the first time, it has realized compatibility of a single software system across multiple configurations such as robotic arms, wheeled robots, and humanoid robots, adapting to diverse application scenarios and tasks, providing embodied intelligent robots with strong perception, decision-making, and execution capabilities.

At the same time, heavy news is also coming from Sichuan. On the morning of the 19th, the Sichuan province artificial intelligence industry chain flagship product launch conference was held in Chengdu. This conference was themed 'Unlocking Large Models · Meeting Robots', focusing on showcasing a batch of 'Sichuan-made' intelligent robots and industry vertical large model products.

Among them, the Kuafu humanoid robot, Zhuge large model, and others made appearances, demonstrating abilities such as gait control and language interaction to help optimize the industrial ecology. Embodied Technology's 'Ling Tong' robotic dog and Chuantou Digital Technology's digital human provide intelligent interaction and tourism experiences.

In addition, smart medical care, automatic cooking robots, and others are also showcased in multiple themed exhibition areas. The conference also released 'Several Measures to Promote the Development of the Artificial Intelligence Industry Chain in Sichuan Province', promoting the signing of artificial intelligence industry chain projects.

Explosion.

Driven by a series of policy news, today's Robot Concept stocks continued to rise, with Hong Kong's Yujiang once surging more than 22%, setting a new historical high; COWELL increased nearly 7%, Horizon Robot rose nearly 5%, and UBTECH increased over 3%.

A-shares in the Robot Concept sector have once again triggered a limit-up trend. As of the midday close, stocks such as Zhejiang Sf Oilless Bearing Co.,Ltd., Xiangyang Automobile Bearing, Dalian Huarui Heavy Industry Group, United Precision, Qijing Machinery, Yuhuan CNC Machine Tool, Thinker Agricultural Machinery, and Baota Industry have hit the limit-up mark, while Zhejiang Wanma, Suzhou Axle Co., and Henggong Precision rose over 8%.

In the early hours of today Beijing time, NVIDIA's CEO Jensen Huang announced during a keynote speech at NVIDIA GTC 2025 the launch of the world's first open-source humanoid robot functional model, Isaac GR00T N1.

Jensen Huang highly praised the potential of the robot market, stating that it is likely to be the largest industry.

Jensen Huang stated that NVIDIA is collaborating with Google's DeepMind and Disney to develop an open-source, scalable physics engine for robot simulations, named Newton, which is expected to be completed later this year. NVIDIA said that Newton aims to promote the learning and development of robots.

Additionally, the American humanoid robot company Figure announced the start of BotQ factory construction, which will become the world's first mass production base designed specifically for humanoid robots, with an annual production capacity of 12,000 units for its first-generation production line, aiming to achieve an annual production capacity of 100,000 units within the next four years.

The latest Research Reports released by China Securities Co.,Ltd. stated that humanoid robot ontology manufacturers are actively announcing product updates, and the development of dexterous hands is worthy of attention. 2025 is regarded as the inaugural year of mass production for humanoid robots, and the industry is currently in a highly prosperous cycle with numerous competitors, where demand is expected to grow exponentially, providing strong underlying support for the Sector's performance surge.

Ontology manufacturers such as Zhiyuan Robot, Yujiang Robot, UBTECH Technology, and Kepler have released product updates. China Securities Co.,Ltd. expects that subsequent product updates and releases from various host manufacturers will continue to catalyze the Sector. In addition, China Leadshine Technology released dexterous hands, Junpu Robot Research Institute and Hechuan Robot officially announced a strategic cooperation, and Zhejiang XCC Group signed a strategic cooperation agreement with Xinjian Transmission. The performance enhancement and rapid cost reduction of supply chain components are also key areas of attention, especially concerning dexterous hands, which are important task execution components with widespread downstream applications, recommending attention to related symbols in the Industry Chain.

Recently, Morgan Stanley released a report titled "Humanoid Robots 100: Mapping the Value Chain of Humanoid Robots," which listed 100 core companies in the humanoid robot Industry Chain, of which 56 are from China.

The report states that China has gradually formed a relatively complete ecosystem, accounting for as much as 63% of the global humanoid robot Industry Chain, dominating the global supply chain. In particular, in the "body" segment of humanoid robots, which refers to the physical structure of the robots, Chinese integrators account for 45%.

Is the robotics industry expected to bounce back? Make good use of it."Investment Theme"Function, capture investment opportunities!

Editor/lambor.