机器人行业双周报：OPTIMUS将出任服务员 智元与宇树中标中移动人形机器人大单

Group 1: Industry Development and Investment Opportunities - The humanoid robot industry is experiencing accelerated financing and development, with a focus on key manufacturers and core component suppliers [1] - Investment recommendations include actuator and motor manufacturers such as Zhaowei Electromechanical, Mingzhi Electric, and Jiechang Drive; reducer companies like Reddy Intelligent Drive, Haoneng Co., and Zhongdali De; and ball screw manufacturers including Hengli Hydraulic and Best [1] - The report highlights the importance of sensors and complete machines, recommending companies like Donghua Testing, Keli Sensor, and UBTECH for humanoid robots [1] Group 2: Recent Developments in Humanoid Robotics - Tesla's Optimus robot will serve as a waiter at the first Tesla-themed restaurant, which opens on July 21, enhancing the application of humanoid robots in service industries [2] - The collaboration between Tiangong Robotics and Yuejiang in education and logistics is accelerating, with the Walker S2 robot capable of autonomous battery swapping for 24/7 operation [2] - The delivery of over 300 units in the education sector is expected by 2025, while Yuejiang's dual-arm collaborative robot improves logistics efficiency by 50% and accuracy to 99.9% [2] Group 3: Financing Trends in the Robotics Sector - The financing landscape for embodied intelligence is accelerating, with HanYang Technology's Yarbo securing over 100 million yuan in B+ round financing for global expansion [3] - Modulus Technology received millions in angel round financing to focus on multi-modal tactile sensing technology [3] - Itstone Intelligent Navigation completed a $122 million angel+ round financing led by Meituan, enhancing the deployment of embodied intelligence technology [3]