[zx Auto] Auto Parts & Robotics View Update – Google Releases Gemini Robotics 2, Unitree Listing Imminent, Tech Launches Counterattack!

English summary

#?Tech oversold rebound, new catalysts incoming! In July, the robotics sector followed tech declines, with a max drawdown of ~25%. In contrast, industry progress—whether software models, hardware mass production, or capital market financing—has been accelerating. On July 30, Google DeepMind released the next-generation physical AI, Gemini Robotics 2, bringing whole-body intelligence, advanced dexterity, and multi-robot team collaboration to humanoid robots. That evening, Unitree officially launched its issuance, preparing to list on the capital market. 2026 will be a key milestone year for humanoid robots. We urge attention to the golden pit created by the tech drawdown and continue to recommend the robotics sector! #?Key recommendations: 1. Domestic embodied: Unitree, UBTech/Fenglong, Shanghai Wei, Shengtong Energy (Qiteng Robot); ...