Electronic Equipment and Instruments

ROBOSENSE

Deep Research

02498

605488

688322

688071

02050

002050

HSAI

02525

603662

600480

BOSCH

300007

688582

TSLA

XPEV

09868

Entering 2025, three years into the OpenAI-led AI cycle, the industry remains in a full-on AI investment phase. Based on our recent work, Dolphin Research sees 2026 hinging on compute cost-down and on AI capex translating into deployments across software and hardware.The rollout of new hardware is the true incremental driver. Meanwhile, mass production of Tesla's Optimus is drawing closer, and humanoid robots could become the primary AI form factor, reshaping human interaction and productivity.On this premise, Dolphin Research is launching coverage on the robotics supply chain. This is Part 1.

Fulai New Material

Orbbec

Honeywell

W-Ibeda

SANHUA

Sanhua

Hesai

HESAI-W

Keli

Lingyun Ind

Hanwei Electronics

XDLK

Tesla

XPeng

XPENG-W

Humanoid Robots: AI's Best Hope?

01211

81211

HYDD

002594

BYDDF

BYDDY

00175

80175

GELYY

02015

09660

00285

Does BYD, which seems already very expensive, still have the potential for further price increases?

BYD COMPANY

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

GEELY AUTO

GEELY AUTO-R

Geely Auto

Li Auto

LI AUTO-W

HORIZONROBOT-W

BYD ELECTRONIC

"Can 'Smart Driving Equality' Really Create Another BYD?

RoboSense 预告将在 CES 2026 展示手眼协同解决方案

Guosheng Securities Sees Strong Potential for RoboSense's LiDAR Orders and Commercialization

RoboSense Secures Nearly One Million LiDAR Units Order from Dongfeng Nissan

RoboSense Sinra 获 Nissan DONGFENG 百万激光雷达订单

Zhiyuan Robotics Unveils Its 5000th General Embodied Robot Lingxi X2

RoboSense Obtains Million-Unit Order from Toyota China

First Shanghai Securities Reiterates RoboSense Buy Rating, OpenAI Downgrades Rating

RoboSense Luminar Delivers Over 150,000 LiDAR Units

RoboSense Qanav launches T800 for Zongqin Robots

RoboSense and GaoYu Collaborate, EM4 Lidar Aids in Intelligent Upgrade of Flying Cars

速腾聚创 Secures New Model Production 定点 from Great Wall Motor

Gesoeng Technology Wins Championship at 2025 Smart Robot Dexterous Hand Competition

CICC Remains Bullish on Robosense's Strong Growth Potential, Maintains Outperform Industry Rating

JPMorgan Report: Innovusion Sets New High in LiDAR Deliveries

China Merchants Securities International Maintains Ratings and Target Price for RoboSense

China Securities Maintains Buy Rating for RoboSense Technology

SUTECH REPURCHASES 323,000 SHARES ON HKEX

UBS Downgrades SRUT's Earnings Forecast and Target Price

RoboSense Obtains Lidar Orders from ZeroRoper and Great Wall Motors

速腾聚创 reports expanded losses in Q3

G & M HLDGS

ELEPHANT HLDGS

GRANDTALENT RTS

KIDDIELAND

WEIYE HOLDINGS

BIOCYTOGEN-B

BIODLINK-B

CCIAM FUTURE EN

CHINA UPTOWN

WINSHINE SCI

Community Opinion

社区讨论

Entering 2025, three years into the OpenAI-led AI cycle, the industry remains in a full-on AI investment phase. Based on our recent work, Dolphin Research sees 2026 hinging on compute cost-down and on AI capex translating into deployments across software and hardware.The rollout of new hardware is the true incremental driver. Meanwhile, mass production of Tesla's Optimus is drawing closer, and humanoid robots could become the primary AI form factor, reshaping human interaction and productivity.On this premise, Dolphin Research is launching coverage on the robotics supply chain. This is Part 1.