汽车行业：Robotaxi有望重塑出行方式，潜在市场星辰大海－Robotaxi专题报告

事件：国家发改委发布《国务院关于深入实施“人工智能+”行动的意见》， 目的是推动人工智能与经济社会各行业各领域广泛深度融合，重塑人类生 产生活范式，促进生产力革命性跃迁和生产关系深层次变革，加快形成人机 协同、跨界融合、共创分享的智能经济和智能社会新形态。

8 月中信机械板块上涨 13.74%，跑赢沪深 300 指数（9.66%）4.08 个百分点，在 30 个中信一级行业中排名第 5 名：截至 2025 年 8 月 25 日收盘，8 月中信机械板块上涨 13.74%，跑赢沪深 300 指 数（9.66%）4.08 个百分点，在 30 个中信一级行业中排名第 5 名。 8 月三级子行业均取得正涨幅，锅炉设备、光伏设备、服务机器人 涨幅靠前，分别上涨 50.62%、26.34%、20.4%；其他运输设备、 起重运输设备、叉车涨幅靠后。

机器人开发生产及应用端持续推进,关注北证20家产业链优质标的-北交所策略专题报告-开源证券

新能源制造行业：宇树科技预告新型人形机器人－具身智能产业链跟踪（14）-银河证券

2025 年 8 月 26 日，国务院印发《国务院关于深入实施“人工智能+”行动的意见》（下称《意见》），明确指出实施“人工智能+”行动的总体要求和重点方向。其核心意义在于推动中国数字经济从连接赋能向智能驱动实现质的跃升，此次《意见》的提出更加明确了人工智能作为新质生产力的核心引擎作用，擘画了国家生产力范式重构的具体举措。

中国电子行业：联想2025创新开放日，AI PC+智能体+智算平台，全栈布局驱动长期增长

A sonobuoy is a small, expendable sonar system used primarily by naval forces to detect underwater objects such as submarines. Deployed from aircraft or ships, it floats on the ocean surface while its sensors descend underwater to transmit acoustic data back to operators via radio signals. Sonobuoys are essential tools in anti-submarine warfare (ASW), enabling real-time tracking and surveillance of underwater threats. They come in various types, including passive (listening only) and active (sending and receiving sound pulses), and are designed for short-term use in tactical operations.

Social robots are autonomous robots designed to interact and communicate with humans in a socially acceptable manner. They are equipped with advanced sensors, artificial intelligence, and communication capabilities to understand and respond to human emotions, speech, and actions. These robots are often used in various settings, such as healthcare, education, customer service, and companionship, to assist, entertain, and engage with people.

Smart plugs transform ordinary appliances into smart appliances. They are cost-effective alternatives for smart appliances. Technology is expected to have a high penetration among Millennials. The use of and dependence on devices that can be controlled remotely through a wireless connection is increasing globally, which is a key factor that is driving the growth of the global smart plug market. The need for connectivity is increasing, especially because it allows consumers to control different types of devices and perform tasks remotely. Smart appliances depend on wireless technologies like ZigBee, Wi-Fi, Z-Wave, Bluetooth, and NFC, as well as the Internet of Things (IoT) and operating systems (OS) like iOS, Android, Azure, and Tizen for command and control by end-users.