宇树释放行业信号，许多机器人企业已爆单

Group 1 - The sixth Shanghai Innovation and Entrepreneurship Youth Forum was held on May 10, where Wang Xingxing, CEO and founder of Yushu Technology, delivered a keynote speech highlighting the positive development of humanoid robot companies, including Yushu, due to market interest and national policy support [1] - Domestic and international industries are experiencing a surge in entrants, with companies like Huawei, ByteDance, BYD, Xiaomi, and GAC increasing their investments in embodied intelligence, while overseas companies like Tesla, 1X, and FigureAI are accelerating their commercialization efforts [1] - Yushu Technology is preparing for a humanoid robot combat competition, with technical research and algorithm training ongoing for the participating robots, expected to be broadcasted live on various platforms in May to June [1] Group 2 - According to Shanghai Securities, the emergence of DeepSeek AI is promoting the development of general-purpose robotic models, aiding humanoid robots in achieving embodied intelligence, and indicating a phase of diverse competition in the humanoid robot industry [1] - The commercialization of humanoid robots is anticipated, with a focus on domestic component manufacturers that are expected to benefit from this trend [1] - Companies related to lightweight materials include Yongmaotai, Hengbo Co., Ltd., Pulite, and Zhaomin Technology; dexterous hand manufacturers include Fulivang, Zhenghe Industrial, and Zhaowei Electromechanical; and component equipment-related companies include Jizhi Co., Ltd. [2]