Zheng Quan Shi Bao Wang·2025-09-17 13:01Group 1: Core Insights - Figure, a humanoid robot startup, raised over $1 billion in its latest funding round, achieving a post-money valuation of $39 billion, marking a 1400% increase in just over a year [1][2][3] - The funding round was led by Parkway Venture Capital, with participation from notable investors such as Nvidia, Brookfield Asset Management, Intel Capital, and Qualcomm Ventures [2][3] - The funding will support Figure's growth in three key areas: expanding humanoid robots for home and commercial use, building next-generation GPU infrastructure, and initiating advanced data collection for improving robot capabilities in dynamic environments [2][3] Group 2: Market Reaction - On September 17, humanoid robot concept stocks surged in the A-share market, with the humanoid robot index rising over 2%, reaching a new high [1][4] - Several stocks, including Lihexing and Junsheng Electronics, hit the daily limit or increased by over 10% [4] - Some companies issued announcements regarding stock price fluctuations, clarifying their current business status and the limited impact of humanoid robot developments on their revenues [5][6] Group 3: Industry Outlook - Analysts view the long-term prospects of the humanoid robot industry positively, with Tesla's recent executive compensation plan linked to the delivery of humanoid robots indicating strong future investment in this sector [7] - The robot industry is expected to enter a long-term upward cycle, driven by both domestic and international market dynamics, with a focus on key supply chain positions and specific application scenarios [8]