Dongwu Securities: follow the three humanoid robot industry chain

On February 6, Jin Shi Data reported that Dongwu Securities research report stated that in order to achieve commercial application of humanoid robots in multiple scenarios, it is still necessary to solve the problem of intelligent application. The entry of AI will help accelerate the industrialization process of humanoid robots. The launch of the DeepSeek-R1 model confirms that AI is iterating rapidly in terms of cost and performance. The termination of cooperation between Figure and OpenAI proves that the future humanoid robot body company is expected to vertically integrate the tangible intelligent industrial chain. As the best carrier of AI, humanoid robots are expected to fully benefit from the advancement of AI technology and continuously accelerate the industrialization process.