SIASUN(SZ:300024) Xin Lang Cai Jing·2025-10-20 10:37Weekly Market Review - The humanoid robot concept index declined by 7.22% from October 12 to October 17, 2025, underperforming the CSI 300 index by 4.99 percentage points [1] - Year-to-date, the humanoid robot concept index has increased by 65.45%, outperforming the CSI 300 index by 47.28 percentage points [1] - Among A-share humanoid robot index stocks, Yachuang Electronics had the highest weekly gain at +24.47%, while Ningbo Huaxiang experienced the largest weekly decline at -20.10% [1] Weekly Highlights - Policy: Hangzhou's mayor announced a target for the total industrial output value of various embodied intelligent robot companies to exceed 20 billion yuan by 2027 [2] - Product Development: Zhiyuan Robotics launched the new G2 humanoid robot featuring high-performance joints and multi-modal voice interaction capabilities [2] - Investment: Suzhou Junyue Robotics secured B+ round financing for its end-effector team, while Qianjue Robotics completed a Pre-A round financing of over 100 million yuan for technology development and market expansion [2] Key Companies - Xiaomi registered copyright for its third-generation humanoid robot CyberOne [3] - Neway CNC's products have been applied in the robotics sector [3] - China Pacific Insurance launched the first dedicated insurance for humanoid robots in the country [3] - Longlide is considering the application of humanoid robots in its automated production lines [3] - Haopeng Technology has successfully entered the supply chain of several robotics clients [3] - Shiyun Circuit has reached a cooperation intention with a leading North American humanoid robot company for mass production [3] Weekly Perspective - On October 16, Zhiyuan Robotics officially launched the industrial-grade interactive humanoid robot, G2, which has received orders worth several hundred million yuan and is in the initial commercial delivery phase [4] - The G2 robot is designed for various applications, including industrial, logistics, and guiding scenarios, with real-world deployment cases already demonstrated [4] - The industry chain related to Zhiyuan Robotics is considered worthy of attention, with recommendations to focus on Junpu Intelligent, Fulian Precision, and Ningbo Huaxiang [4]