机器人行业周报：华为云发布盘古具身智能大模型，乐聚夸父机器人同步亮相

Investment Rating - The report maintains an "Outperform" rating for the robotics industry, indicating that the overall return of the industry is expected to exceed the benchmark index by more than 5% over the next six months [1][20][21]. Core Insights - The robotics index underperformed the market during the week of June 17 to June 23, with the CSI Robotics Index declining by 3.2%, trailing the CSI 300 Index by approximately 1.9 percentage points [2][7]. - Huawei Cloud launched the Pangu embodied intelligence model, which enhances the capabilities of robots, allowing them to perform complex task planning and multi-task processing [11][16]. - China's industrial robot production in May 2024 reached 51,496 units, marking a year-on-year growth of 14.1%, while the production from January to May totaled 227,784 units, reflecting an 8.9% increase [16]. Summary by Sections Market Review - The robotics index underperformed the broader market, with the CSI Robotics Index down 3.2% and the National Robotics Index down 2.7% during the specified week [7]. Industry Dynamics - Huawei's Pangu model was introduced, showcasing its application in various fields, including autonomous driving and industrial design, with the debut of the Leju Kuafu robot [11][16]. - The establishment of the Chinese Academy of Sciences' humanoid robot research institute and the Yangtze River Delta humanoid robot alliance aims to drive innovation in humanoid robotics [16][17]. Financing Dynamics - Galaxy General completed a 700 million yuan angel round financing, setting a record in the embodied intelligence sector, with notable investors including Meituan and IDG Capital [17]. - The mobile robot company Muniu Liuma announced the completion of its first round of equity financing, with plans to produce over 5,000 heavy mobile robots annually [17].