On July 14th, the humanoid robot sector was active, with Bu Ke Co., Ltd. and Changsheng Bearing both rising more than 11%, and multiple stocks such as New World and Aneda hitting the limit up. Recently, the humanoid robot sector has been continuously catalyzing events. On the one hand, Shanghai Zhiyuan New Technology Co., Ltd. (referred to as "Zhiyuan Robot") and its core team jointly invested in the establishment of a shareholding platform, intending to take over Shangwei New Materials; On the other hand, China Mobile Procurement and Tendering Network shows that Zhiyuan Robot and Yushu Technology have won the bid for the procurement project of humanoid bipedal robot outsourcing services for China Mobile (Hangzhou) Information Technology Co., Ltd. Analysts believe that at present, the humanoid robot sector has a high configuration cost-effectiveness, and in the short term, it is necessary to focus on the industry's prosperity fluctuations catalyzed by events. Industry events continue to catalyze, and on July 14th, the humanoid robot sector erupted. According to Wind data, the Wande Humanoid Robot Index rose 2.15% on the same day. On the news front, on the evening of July 8th, Shangwei New Materials announced that Zhiyuan Robotics and its core team jointly invested in the establishment of a shareholding platform called Zhiyuan Hengyue, intending to acquire at least 63.62% of Shangwei New Materials' total shares. Affected by this news, from July 9th to July 14th, Shangwei New Materials saw a 20% daily limit up for four consecutive trading days, with a cumulative increase of over 100%. In addition, China Mobile Procurement and Tendering Network recently released a public announcement of the procurement project results, stating that Zhiyuan Robotics and Yushu Technology have won the bid for China Mobile (Hangzhou) Information Technology Co., Ltd.'s humanoid bipedal robot outsourcing service procurement project. China Mobile (Hangzhou) Information Technology Co., Ltd. is 100% owned by China Mobile Communications Co., Ltd. According to the previous project comparison announcement, the total budget for the procurement project of China Mobile (Hangzhou) Information Technology Co., Ltd. is 1240.5 million yuan (including tax). Purchase Package 1 is a full-size humanoid bipedal robot with a budget of 78 million yuan (including tax), and the final winner is the Zhiyuan robot. Purchase Package 2 includes small-sized humanoid bipedal robots, computing power backpacks, and five finger dexterous hands, with a budget of 46.05 million yuan (including tax). The final winner was Yushu Technology. Liu Yiming, the head of the automotive research team at Guotai Haitong Securities Research Institute, believes that the implementation of this procurement bidding is an important milestone event in the commercialization process of the domestic humanoid robot industry. Among the constituent stocks of the humanoid robot sector with high configuration and cost-effectiveness, several stocks have reported positive interim results. For example, on the evening of July 14th, Hongying Intelligence announced that it expects the net profit attributable to shareholders of the listed company in the first half of 2025 to be RMB 12-16.5 million, a year-on-year increase of 329.57% -490.66%; The net profit after deducting non recurring gains and losses was RMB 10-14.5 million, a year-on-year increase of 391.72% -523.00%. Eston announced on the evening of July 14th that it is expected to turn losses into profits in the first half of 2025, with a year-on-year growth of 100% to 120.43%. Regarding the reasons for the expected increase in performance, Eston stated that the improvement in performance is mainly due to the recovery of market demand and the growth of industrial robot shipments. With the continuous catalysis of industry events and the expected increase in performance of some targets, the humanoid robot sector is gradually attracting market attention. According to Wind data, on July 14th, several components of the humanoid robot sector received major capital inflows. Among them, Xiangyang Bearing had a net inflow of 495 million yuan, while Changsheng Bearing and Midea Group both had a net inflow of over 100 million yuan. According to the Dragon and Tiger List of Xiangyang Bearings on July 14th, the total net purchase amount of the two institutions' dedicated seats exceeded 100 million yuan. For the humanoid robot sector, Liu Yiming stated that the current humanoid robot industry is still at a critical turning point from 0 to 1. In the short term, we need to focus on the industry's prosperity fluctuations catalyzed by events, while in the long term, we need to focus on high-quality companies with performance certainty in the industry chain. At present, humanoid robots are still in the stage of entering the factory for work, and various manufacturers such as automobile manufacturers, home appliances, and cloud providers continue to expand the robot industry. The market continues to prosper, and multiple manufacturers have achieved small batch delivery. With the accelerated iteration of humanoid robots at home and abroad, robots are gradually exploring the evolution from hardware to brain size. With the acceleration of financing from robot manufacturers, the humanoid robot industry will enter a stage of rapid growth, and we continue to be optimistic about investment opportunities in the related industry chain. ”Hou Bin, head and chief analyst of the TMT Research Center at Great Wall Securities, said. Wang Kai, Chief Analyst of Intelligent Manufacturing at Aijian Securities, believes that at present, the humanoid robot sector has a high configuration cost-effectiveness, and coupled with the approaching mid year reporting window, it is recommended to focus on core enterprises with performance support. (New Society)