The humanoid robot industry has recently experienced multiple catalysts. The 2025 World Robot Conference and the world's first humanoid robot sports event are about to open, and industry orders are releasing signals to accelerate the industrialization process. According to Wind data, the Wande Humanoid Robot Concept Index has shown strong performance recently, with a cumulative increase of 14.95% since July 11th. Analysts believe that this year is the first year of mass production of humanoid robots, and the core logic of current industry transactions is gradually transitioning from theme investment to industrial landing, with strong growth expectations. It is expected to become the core investment mainline in 2025, and the long-term investment value is worthy of attention. Industry catalysis continues. Wind data shows that on August 6th, the Wande Humanoid Robot Concept Index rose by 2.83%. Among the constituent stocks of the index, Robotics and Obi Zhongguang UW both rose by more than 14%. Zhongma Transmission and Zhongdalide hit the limit up, while Changsheng Bearing, Jinfa Technology, Wolong Electric Drive and others followed suit. On the news front, the 2025 World Robot Conference, jointly hosted by the China Electronics Society and the World Robot Cooperation Organization, will be held from August 8th to 12th at the Beijing Economic and Technological Development Zone Beiren Yichuang International Convention and Exhibition Center. The conference's theme is "Making Robots Smarter and Bodies Smarter". At the press conference of the 2025 World Robot Conference held recently, Chen Ying, Vice Chairman and Secretary General of the China Electronics Society, stated that the conference gathered over 1500 exhibits from more than 200 outstanding domestic and foreign robot companies, including KUKA, Festo, Eston, Yushu Technology, and Galaxy General Motors, among which more than 100 new products were launched. 50 humanoid robot complete machine enterprises will bring the latest exhibits and industry solutions, setting a record for the number of humanoid robot complete machine enterprises participating in similar exhibitions. Jiang Guangzhi, Director of the Beijing Municipal Bureau of Economy and Information Technology, introduced the hosting of the World Humanoid Robot Games at the press conference of the 2025 World Robot Conference and the 2025 World Humanoid Robot Games held in May this year. He stated that the World Humanoid Robot Games is the world's first comprehensive competitive event organized for humanoid robots, and will be held from August 15th to 17th at the National Stadium and the National Speed Skating Oval. The competition is divided into main events and peripheral events. The main events focus on the skills competition of humanoid robots, including athletics, football, dance, material handling, drug sorting, etc; The peripheral events focus on fun and audience interaction, including badminton, table tennis, basketball, etc. Meng Pengfei, Chief Analyst of Open Source Securities Machinery, stated that for the first time at the 2025 World Artificial Intelligence Conference, humanoid robots will showcase 150 devices on the same stage, covering industrial, service, medical and other scenarios; The Ministry of Industry and Information Technology announced at the meeting that it will deepen the implementation of the "AI+" action. If the subsequent industrial support and subsidy policies are implemented, China's advantages in application scenarios and the entire industry chain will drive the robot industry into the first period of rapid development. Recently, there have been frequent reports of good orders in the humanoid robot industry. Many leading companies have won large orders, and the industry's development trend is improving. The robot equipment procurement project worth 90.5115 million yuan has been selected by Ubiquitous for the bid of Meiyi (Shanghai) Automotive Technology Co., Ltd. This is the largest procurement order won by Ubiquitous at present; Zhiyuan Robotics and Yushu Technology won the bid for the procurement project of humanoid bipedal robot outsourcing services for China Mobile (Hangzhou) Information Technology Co., Ltd., with a total amount of 124 million yuan; Leju Robotics expects the total delivery of humanoid robots to reach the level of a thousand units throughout the year; The total order scale of Songyan Power has exceeded 2500 units, with a total contract amount exceeding 100 million yuan. The "Blue Book on the Development of Humanoid Robot Industry in 2025" released by Forward looking Industry Research Institute shows that the global market size of humanoid robots continues to grow, with a market size of about 2.16 billion US dollars in 2023 and expected to grow to 32.4 billion US dollars in 2029. The focus of China's policies has shifted from technology to industrialization, with a market size of approximately 2.76 billion yuan by 2024, demonstrating enormous growth potential. Lv Juan, head of the high-end manufacturing research group and chief analyst of high-end manufacturing at CITIC Securities, believes that the domestic robot industry chain is undergoing positive changes. The intensive landing of robot outsourcing service procurement projects indicates that the exploration of humanoid robots in terminal commercial scenarios has gradually entered the landing stage. With the further improvement of software and hardware capabilities in the industry chain, it is expected that the application scenarios of robots will be further expanded. It is recommended to pay attention to the three main themes: humanoid robots, as an emerging technology that is technology intensive and has a complex industrial chain, require breakthroughs in underlying technologies and rely on cost optimization and data accumulation brought about by large-scale applications for their development. ”Zhou Zipeng, Executive General Manager of the Research Institute of China International Capital Corporation (CICC), believes that China has the opportunity to shift from "technological catch-up" to "ecological leadership" and build a "Chinese paradigm" for the global humanoid robot industry with its complete supply chain and diverse scenario data potential. The research team of AVIC Securities Robotics believes that the core trading logic of the humanoid robot industry is gradually transitioning from thematic investment to industrial landing. The humanoid robot industry is making continuous progress in technological breakthroughs, application scenario expansion, and industry chain collaboration, and is moving from technology verification to scenario landing. Looking ahead to the future, the position of the market technology mainline is stable, and the humanoid robot sector has strong growth expectations. The long-term investment value is worthy of attention. Qiu Shiliang, co director of Zhejiang Securities Research Institute and leader of the Big Manufacturing Group, believes that the market space for the entire industry chain of humanoid robots is vast, downstream application demand continues to open up, and the supply chain pattern tends to be perfect. It is recommended to focus on deterministic leading enterprises and undervalued targets. Xing Tian, an analyst in the machinery industry at Hualong Securities, stated that the trend of the humanoid robot sector remains unchanged and has entered a golden cycle of "technological breakthroughs, mass production cost reduction, and scene penetration", which is expected to become the core investment mainline in 2025. In the future, it is recommended to configure around three main lines: first, high-value components, including screws, sensors, motors, and reducers; The second is the expected landing direction of scenarios, including home services, extreme operations (power inspection, mining, etc.), medical rehabilitation, smart logistics, etc; The third is the target of mergers and acquisitions catalyzed by policies. (New Society)