August has seen numerous significant events that may inject new vitality into the fields of AI and robotics. Next, let us delve into the key events worth noting in August and explore the opportunities they present.
1.Key Events and Opportunities in the AI Application Field for August
1、2025 ChinaJoy Series of AI Related Events
The 22nd ChinaJoy will be grandly held in Shanghai from August 1 to 4, 2025. As the top event in the global digital entertainment field, its concurrent conferences will be exciting. Among them, the ChinaJoy AIGC conference will jointly host the first “Shulong Cup” Global AI Game and Application Innovation Competition with Century Huatong, attracting numerous innovative teams and enterprises to participate, promoting the deep application and innovation of AI technology in the gaming field. The smart hardware pavilion will also showcase many highlight tech products, and the newly added “Smart Entertainment Robots” exhibition area will create rich AI technology experience scenarios, allowing the audience to personally experience the charm of the integration of AI and entertainment.
In addition, the newly established AI+ Entertainment Technology Conference will focus on the gaming industry while widely covering multiple fields such as artificial intelligence and robotics, deeply discussing the cross-border integration paths of innovative technologies and quality content.
These events not only provide an excellent platform for showcasing and exchanging the development of AI applications in the entertainment industry but are also expected to stimulate the market’s deep exploration of the potential of AI entertainment applications, bringing new development opportunities to related enterprises.
Pay attention to enterprises with technological advantages and innovative capabilities in AI game development and entertainment robot manufacturing, as these companies may gain more market attention and cooperation opportunities after this grand event, and their performance is expected to improve.
2.傅利叶 GR-3 Medical Rehabilitation Robot Release
傅利叶 will release the third generation product of the GRx series, the GR-3, on August 6. This product focuses on interactive companionship as a medical rehabilitation robot. With the intensifying global aging trend, the demand for intelligent products in the medical rehabilitation field is experiencing explosive growth.The launch of GR-3 not only represents a significant breakthrough in product development for 傅利叶 but also marks the in-depth application of AI technology in the medical rehabilitation subfield. It can provide personalized and intelligent interactive companionship services for patients, effectively improving the quality and efficiency of medical rehabilitation.
This event is likely to attract significant market attention to the AI medical application field, and related industry chain enterprises, such as AI medical device developers and medical data service providers, may welcome new development opportunities.
Pay attention to enterprises that have laid out early in the AI medical application field, possess mature technology, and have clinical application cases, as these companies are expected to occupy a leading position in the AI medical market, and with the growth of market demand, their performance is expected to achieve rapid growth.
3.HTC VIVE Launches First Smart Glasses
HTC VIVE will hold a press conference on August 14 to launch its first smart glasses. Smart glasses, as an important branch of AI terminal devices, have broad market prospects and development potential. They will closely integrate AI technology with wearable devices, providing users with diverse functions such as augmented reality (AR), virtual reality (VR) experiences, and intelligent voice assistants.The launch of HTC VIVE’s first smart glasses is likely to lead a new wave of innovation in smart wearable devices, promoting the further popularization of AI applications in the consumer electronics field.
This means the emergence of new market growth points for sectors involved in AI terminal device manufacturing and software development in the digital economy.
Pay attention to enterprises with AI terminal device R&D capabilities, possessing their own operating systems and core algorithms, as these companies have advantages in the competition of AI terminal device markets such as smart glasses, and are expected to achieve performance growth as the market expands.
4.2025 Baidu Cloud Intelligence Conference
The 2025 Baidu Cloud Intelligence Conference will be grandly held in Beijing from August 28 to 30. As a leading enterprise in the domestic AI field, Baidu’s Cloud Intelligence Conference has always been the focus of the industry. The conference will focus on showcasing Baidu’s latest achievements in AI technology research and development, application landing, covering multiple key areas such as cloud computing, artificial intelligence, and big data. Through this conference, Baidu is expected to release a series of innovative AI application solutions to help enterprises accelerate their digital transformation process.
This will have a positive and far-reaching impact on many sectors in the digital economy that rely on AI technology empowerment, promoting the collaborative development of related industries.
Pay attention to enterprises that have cooperative relationships with Baidu and can benefit from Baidu’s AI technology output, as well as enterprises with core competitiveness in cloud computing and big data processing, as these companies may leverage the momentum of the Baidu Cloud Intelligence Conference to gain more business expansion opportunities and enhance their performance.
II. Key Events and Opportunities in the Robotics Field for August1.2025 World Robot Expo
The 2025 World Robot Expo will be grandly held in Beijing from August 8 to 12. As the top event in the global robotics industry, this expo will gather top robot enterprises, research institutions, and innovative teams from around the world to showcase the latest robot technologies and products, covering various fields such as industrial robots, service robots, and special robots.
Many enterprises will release new products and technologies at the conference, sharing successful application cases of robots in various industries. This not only builds an important platform for communication and cooperation in the robotics industry but will also attract significant capital attention, effectively promoting the innovation and industrialization development of robot technology, bringing new development momentum to the robotics sector in the digital economy.
Pay attention to enterprises that have advantages in core robotics technologies (such as motion control, intelligent perception, etc.) and have wide product applications, as these companies are expected to gain more orders and cooperation opportunities through their presentations at the expo, driving their performance growth.
2.2025 China Embodied Intelligent Robot Industry Conference and Exhibition
The 2025 China Embodied Intelligent Robot Industry Conference and Exhibition will be held from August 13 to 15. Embodied intelligence, as a cutting-edge technology direction in the robotics field, has developed rapidly in recent years. This conference will focus on key aspects such as technological innovation of embodied intelligent robots, expansion of application scenarios, and construction of industrial ecology, deeply discussing the application prospects of embodied intelligent robots in industries such as manufacturing, logistics, medical care, and education.
Through in-depth communication and cooperation among industry, academia, and research, significant breakthroughs and industrialization of embodied intelligent robot technology are expected to be promoted, driving the collaborative development of the related robotics industry chain.
Pay attention to enterprises that are leading in the research and development of embodied intelligence technology and have a complete industrial chain layout, as these companies have first-mover advantages in the development of the embodied intelligent robot market, and with the maturity of technology and market expansion, their performance growth potential is enormous.
3.2025 World Humanoid Robot Games
The 2025 World Humanoid Robot Games will be held from August 14 to 17. Humanoid robots, as one of the most representative products in the robotics field, have always attracted attention. The games will comprehensively showcase the technical level of humanoid robots in motion control, intelligent decision-making, and human-robot collaboration through various competitive events. This is not only a competition of robot technology but also an important platform for showcasing and promoting humanoid robot technology.
Through the hosting of the games, more R&D resources are expected to be attracted to the humanoid robot field, accelerating the maturity of technology and application expansion, creating favorable conditions for the development of the humanoid robot-related industry.
Pay attention to enterprises that have core technologies and excellent product performance in humanoid robot R&D and manufacturing, as these companies are expected to occupy advantageous positions in the development of the humanoid robot market, and with the growth of market demand, their performance is expected to achieve significant improvement.
4.Yunji Releases Next-Generation Sweeping and Mopping Robot
Yunji will release its next-generation sweeping and mopping robot on August 31. In the smart home field, the cleaning robot market is highly competitive, and Yunji, as a well-known enterprise in this field, is highly anticipated for the release of its next-generation sweeping and mopping robot. The new robot may undergo comprehensive upgrades and optimizations in cleaning performance, intelligent navigation, and human-machine interaction, providing users with an exceptional experience. This will further promote the application of robot technology in the smart home field and drive the development of the smart home industry chain.
Pay attention to enterprises with technological advantages and strong brand influence in the R&D and manufacturing of smart home robots, as these companies are expected to stand out in the competition of the smart home robot market, and with the expansion of market share, their performance will see significant improvement.
III. The Acceleration and Explosive Growth of AI Applications
Recently, overseas AI application companies such as Palantir and Applovin have achieved outstanding performance growth under the empowerment of AI, and their stock prices have surged, igniting the AI application market.
Tianfeng Securities pointed out that the performance of companies like Applovin fully demonstrates that AI application companies will gradually enter the stage of AI technology realization. With the continuous upgrading of AI technology, AI applications are accelerating their development and approaching an explosive growth point. From the perspective of industrial development logic, AI large models and applications are accelerating their landing, and hardware companies are expected to further accelerate this trend, while the flourishing emergence of applications is expected to create new market demands for hardware.
Xinda Securities believes that AI remains one of the strongest narratives in the technology field, and future investment opportunities focused on applications should be highly valued. The wave of the AI application era has already surged, and the second half of the AI application windfall has fully opened, with various subfields related to AI applications expected to welcome abundant opportunities.
If AI applications achieve substantial growth in the future, the certainty and sustainability of computing power demand will significantly increase. Additionally, as the carrier of AI applications, AI terminals are also expected to enter a rapid growth phase.
IV. 2025 May Be the Year of Mass Production for Humanoid Robots
For the robotics sector, since the “9.24” event in 2024, the extent of market performance has exceeded expectations. The core changes behind this include the “expansion” of the industry chain, the expansion of A-share targets, and the high attention from policies.
According to Zhang Lu, a public fund manager, robots are likely to become the largest super terminal in human history. Investment in robots can be logically divided into hardware and software, as well as upper and lower body components. Since September 2024, a large number of new players have flooded into the robotics field, with dozens of related robot industry manufacturers emerging both domestically and internationally, and the relevant targets in A-shares are continuously enriching. At the same time, from the central government to local governments, substantial subsidies and favorable investment attraction policies have been provided for the robotics industry.
In terms of application scenarios, robots will achieve widespread application in both factory and home settings in the future. In factories, they can be used for sorting batteries in automotive plants, screwing, transporting goods in logistics warehouses, and in hazardous fields such as chemical and nuclear power; in home settings, they can perform functions such as cooking, laundry, and caring for the elderly and children. However, the large-scale entry of robots into households may still require 3-5 years to solve technical challenges such as operational safety, noise issues, and achieving true general intelligence.
Li Chaoyu, a fund manager at Founder Fubon Fund, believes that 2025 is likely to witness the arrival of the mass production year for humanoid robots. Humanoid robots are currently at a critical development stage from 0 to 1, and in application, industries such as industrial manufacturing, medical care, logistics, and consumer sectors will open up broader development space for the humanoid robot market.
From an investment perspective, the key is to find quality companies with “long-term growth potential + good business models.” In terms of long-term growth potential, it is necessary to study the development stage of the industry in which the company is located, future long-term development space, and the compound growth rate over the next 3 to 5 years or even 10 years; in terms of business models, focus on financial sustainability, such as gross margin, net margin, R&D investment, and operational quality, such as ROIC, asset attributes, upstream and downstream bargaining power, accounts receivable, cash flow, etc.
However, some institutions hold different views. Goldman Sachs, after conducting field research on Yushu Robotics, believes that the current annual shipment of Yushu robots is only a few hundred units, and in the next 2-3 years, robots are unlikely to achieve the same efficiency as humans, and practical applications may only be considered after five years. It is expected that by 2027, the shipment of humanoid robots will only reach 76,000 units, and by 2032, it may increase to 502,000 units, with the technological turning point for humanoid robots still unclear, and future technological routes may undergo significant changes. Morgan Stanley also believes that the development of humanoid robots is still premature.
In summary, numerous key events in the fields of AI applications and robotics in August will bring abundant development opportunities to related industries. The innovative breakthroughs of AI applications in entertainment, medical care, consumer electronics, and the widespread application of robots in industrial, service, and smart home fields will drive the collaborative progress of upstream and downstream enterprises in the industry chain.AI applications are set to accelerate development and welcome explosive growth points.
