# Huatai Securities: Physical AI Is Accelerating from Concept to Implementation, with All Links of the Industry Chain Expected to Benefit

- Source: 36Kr Embodied Intelligence
- Published: 2026-10-26T00:30:58.000Z
- RoboHot: https://robohot.news/en/items/g63cjz9hz52o6to847hr4evrw
- Original: https://36kr.com/newsflashes/4041953665193088?f=rss

## Summary

According to a Huatai Securities research report, physical AI is gradually moving from concept to implementation, and humanoid robots developed in-house by model companies such as OpenAI are expected to accelerate this process. All links of the industry chain, including data, models, bodies and components, and applications, are expected to benefit.