Humanoid robot sector is strong again. Private equity mining enthusiasm has risen.

Recently, the humanoid robot sector in the A-share market has once again become the focus. Since mid-April, this sector has been leading in terms of gains, becoming a hot pursuit for funds once again. Reporters from China Securities Journal recently learned from several private equity institutions that although there are differences in opinions on the technical maturity and commercialization path of the humanoid robot industry, the enthusiasm for investment research within the private equity industry remains high. Core components, AI large models, and scene implementation have become key focus areas for many private equity institutions. Private equity institutions generally believe that with the breakthrough of AI technology and the improvement of the industrial chain, the humanoid robot industry is shifting from the "conceptual period" to the "implementation period". It is expected to enter the year of mass production in 2025, showing good long-term investment value. In addition, some private equity professionals point out that the direction of humanoid robots entering the consumer market and more application scenarios still needs to be explored, and investors should carefully discern the investment opportunities.