[The application of humanoid robots continues to expand, and investment opportunities in core components attract attention] October 27th, recently, data released by the Ministry of Commerce showed that in the first three quarters of this year, sales of embodied intelligent robots on key platforms increased by 22.6% year-on-year. From the growth of consumer demand to the promotion of embodied intelligent machines and supporting projects, the application and commercialization progress of the robot industry has attracted attention. Analysts believe that the humanoid robot industry is at an important stage of mass production verification and scenario implementation, and investment opportunities are expected to extend to core components, control platforms, and data infrastructure. As the industry develops and pays more attention to practical applications, attention should be paid to the company's technological advantages, cost control and batch delivery capabilities, as well as order implementation and model iteration progress. (China Securities Journal)