Investment Rating - The report maintains an "Outperform" rating for the robotics industry, indicating expected returns above the market average over the next six months [1]. Core Insights - The robotics index outperformed the market during the week of October 21 to October 27, with the CSI Robotics Index rising by 1.4%, surpassing the Shanghai Composite Index by 0.2 percentage points and the CSI 300 Index by 0.6 percentage points [8]. - The launch of the humanoid robot SE01 by Zhongqing marks a significant advancement, with plans for production and sales exceeding 1,000 units by 2025. The SE01 features advanced capabilities such as a maximum torque of 330Nm and a walking speed of 2m/s [13][15]. - ZhiYuan Robotics announced the global open-sourcing of its humanoid robot Lingxi X1, providing comprehensive technical resources to reduce development costs for innovators [15]. - The Robot World 2024 exhibition in South Korea highlighted the country's plans to advance humanoid robotics in the first half of next year, addressing challenges such as declining workforce and carbon reduction [15]. - Zero Point Technology introduced its humanoid robot Z1, designed for stability on uneven terrain and capable of performing complex movements, with plans for a boxing competition by the end of the year [15]. Summary by Sections Market Review - The robotics index outperformed major indices, with the National Robotics Index increasing by 2.0% during the same period [8]. Industry Dynamics - Zhongqing's SE01 humanoid robot features a height of 170cm, weight of 55kg, and is designed for various complex movements, with a target price range of 150,000 to 200,000 RMB (approximately 20,000 to 30,000 USD) [13][15]. - The Lingxi X1 robot's open-source initiative aims to empower developers and startups by providing extensive technical documentation and resources [15]. - The Z1 robot's design allows it to maintain stability under various conditions, showcasing its advanced motion control capabilities [15]. Financing Dynamics - Horizon Surgical completed a $30 million Series A funding round to develop its Polaris platform, which integrates AI with surgical robotics [17]. - Weir Technology announced a multi-million A round funding led by Guanghua Capital to enhance its agricultural robotics products [17].
机器人行业周报:众擎推出人形机器人SE01,智元开源灵犀X1项目
Southwest Securities·2024-10-27 12:30