The robotics sector surged, with Julun Intelligence and other stocks exceeding the daily limit. The top-level design of the industry was introduced to promote the development of industry chain companies.

On November 3, robot concept stocks rose sharply at the opening, and then continued to rise. Beijing Stock Exchange's Juneng shares reached a daily limit of 30CM, Haozhi Electromechanical, Yokogawa Precision, and Fengli Intelligent all reached a daily limit of 20CM, and Greatoo Intelligent and Tongda Power , Hongying Intelligent and more than 10 stocks hit their daily limit. The day before, the Ministry of Industry and Information Technology issued the "Guiding Opinions on the Innovation and Development of Humanoid Robots."

The Ministry of Industry and Information Technology announced the recently issued "Guiding Opinions on the Innovation and Development of Humanoid Robots", proposing that by 2025, my country's humanoid robot innovation system will be initially established, and a number of key technologies such as "brain, cerebellum, and limbs" will achieve breakthroughs to ensure the safety of core components. Effective supply, complete machine products have reached the international advanced level, and mass production has been achieved. Demonstration applications in special, manufacturing, people's livelihood services and other scenarios have been explored to form effective governance mechanisms and means.

CITIC Securities pointed out that this opinion further refines the specific content and time nodes of the development of the humanoid robot industry from the national level, provides a direction for future industrial policy support, and will effectively stimulate and support my country's humanoid robot industry. Subsequent substantive support policies for humanoid robots are expected to arrive one after another to promote the development of domestic humanoid robot industry chain companies.

Regarding investment strategy, CITIC lists three aspects,

1) The "Opinions" for the first time raised the emphasis on the entire machine to the national ministry level, and pointed out that 2-3 ecological enterprises with global influence will be cultivated by 2025.

2) The "Opinions" newly proposed some related key products, and it is recommended to pay attention to related companies in sensors, actuators, and controllers. We are optimistic about companies that are deeply involved in the robotics industry chain and whose recent performance and products continue to catalyze.

3) The "Opinions" emphasize the application in special fields, and humanoid robots will be the first to be implemented in this field.

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