According to the Huatai Securities Research Report, in the field of robotics, AI companies have concentrated on deploying physical brains, and the task planning and generalization capabilities of general models have rapidly improved. Model capability is still the core bottleneck in the industry, but further breakthroughs are increasingly dependent on real machine data, and implementation still needs to address delays and costs. Data collection and perception, body operation control, and high-precision transmission are expected to benefit first. In the field of smart driving, the Ministry of Industry and Information Technology plans to stipulate that autonomous driving system signs are limited to L3 and above vehicles. The L3 responsibility boundaries are gradually clarified, and the L3 entry rhythm from 2027 to 2028 will become a key variable in the smart driving competition for car companies. In terms of investment, we focus on industrial chain companies with a customer base and mass production capacity.

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