Multiple Robot Events Intensify, Humanoid Robots Spark New Wave of Application Deployment

On August 6th, the popularity of robotics concept stocks increased.Zhongda Leader Limit up to set a new historical high again.Hausen IntelligenceLimit upOrbbec、Ningbo HuaxiangIf the increase exceeds 8%,Changsheng Bearing、Wolong Electric Drive、Deema Technology、Lingyi iTechWait for a corresponding increase.

In terms of news, Unitree Robotics has released a new quadruped robot product, the Unitree A2. The entire machine weighs approximately 37 kilograms and has an unloaded endurance of 20 kilometers. The A2 has a maximum running speed of 5 meters per second and a maximum climbing height of 1 meter. Additionally, there are many robot events taking place recently. The 2025 World Robot Conference will be held from August 8 to 12 at the Beijing Yichuang International Convention and Exhibition Center. From August 13 to 15, the 2025 China Embodied Intelligence Robot Industry Conference and Exhibition will open in Shanghai.Humanoid robotThe sports meet will be held at the National [venue] from August 15th to 17th. The event is held at the National Speed Skating Oval.

Wanhua Securities stated that the continued investment by tech giants such as Tesla, Huawei, and Figure AI in the humanoid robot industry is expected to drive accelerated industry iteration and continuous breakthroughs. The mass production and large-scale application of humanoid robots are on the horizon, making commercial implementation promising.

Huaxi SecuritiesHumanoid robots, as the core carriers of embodied intelligence, are on the verge of a commercial explosion. Industry development is driven by policy support, technological maturity, surging demand, and supply competition. It is estimated that the global market size could exceed 150 billion USD by 2035. The domestic supply chain is accelerating substitution with advantages in cost and mass production, while key areas such as control, sensing, and dexterous hands are breeding investment opportunities.