Zhong Guo Neng Yuan Wang·2025-04-29 05:47Core Insights - The production rhythm of Tesla's humanoid robot Optimus is becoming clearer, with significant developments from major players like Figure, NVIDIA, Huawei, Yushun, and Zhiyuan, indicating a potential acceleration in the humanoid robot industry, with 2025 expected to be a pivotal year for industry explosion [1][4]. Market Performance - The Guosen Humanoid Robot Index rose by 5.99% during the week of April 21-25, outperforming the CSI 300 Index by 5.61 percentage points and the Shanghai Composite Index by 5.43 percentage points, with a year-to-date increase of 12.9% [2]. - Notable stock performances include: - Top Group up 9.29% - Sanhua Intelligent Control up 5.69% - Zhongding Sealing Parts up 4.4% - Yinlun up 7.01% - Beite Technology up 17.04% - Shuanglin Shares up 16.53% - Best up 3.46% - Xiangxin Technology up 10.36% - Shuanghuan Transmission up 7.61% - Slin up 21.78% - Haoneng up 16.01% - Jingzhuan Technology up 5.2% - Landai Technology up 7% - Lingyun up 8.52% - Xusheng Group up 6.14% - Zhaomin Technology up 41.44% - Aikodi up 10.19% - Junsheng Electronics up 6.35% - Zhenghe Industrial up 11.94% - Meili Technology up 5.31% [2]. Industry Dynamics - Tesla's Q1 2025 update showcased the trial production line for the Optimus humanoid robot, with plans to produce thousands of units by the end of 2025 and a target of one million units annually by 2029-2030 [3]. - Tesla is conducting large-scale recruitment for its robotics division [3]. - The Xiaopeng Iron robot made its debut at the Shanghai Auto Show [3]. - The first Embodied Intelligent Robot Sports Games were inaugurated in Wuxi [3]. - Zhiyuan launched a one-stop development platform for embodied intelligence, Genie Studio, and an open-source simulation evaluation tool, Genie SimBenchmark [3]. - Humanoid robots are entering the power grid construction sector [3]. - A platform for key core components and engineering innovation services for humanoid robots was launched in Hangzhou [3]. - The Kepler K2 "Wasp" completed practical training at SAIC General [3]. - Government initiatives include the State-owned Assets Supervision and Administration Commission promoting strategic emerging industries and the Ministry of Industry and Information Technology implementing "Robot+" actions [3]. Investment Recommendations - Recommended companies in the assembly segment include Top Group and Sanhua Intelligent Control; in the reducer segment, Shuanghuan Transmission and Jingzhuan Technology; other related companies include Yinlun, Junsheng Electronics, Ruihu Mould, Aikodi, and Meili Technology [5].