机器人行业周报：波士顿动力发布最新视频，关注国产机器人的新机会

Investment Rating - The report maintains an "Overweight" rating for the robotics industry, consistent with the previous rating [3]. Core Insights - Boston Dynamics has made significant advancements with its Atlas humanoid robot, which can autonomously sort and grasp objects, showcasing the potential for automation in industrial settings [5][6]. - The report highlights the increasing interest and investment in the robotics sector, particularly from major players like Huawei, which is reportedly expanding into the robotics field [6][7]. - A new fund focused on artificial intelligence and robotics has been established in Chengdu, with a total scale of 10 billion yuan, aimed at accelerating innovation and development in these sectors [6][7]. Summary by Sections Industry News and Company Dynamics - Boston Dynamics released a video demonstrating the Atlas robot's ability to perform tasks autonomously, indicating advancements in machine learning and robotics [5][6]. - Huawei's potential entry into the robotics market is underscored by recent job postings related to robotics positions, alongside significant investments in related technologies [6][7]. - The Chengdu AI and Robotics Fund aims to support the growth of the robotics industry in the region, marking a significant step in public investment in technology [6][7]. Financing Dynamics - Agility Robotics completed a $150 million financing round, achieving a valuation of $1 billion, which will support the production of its bipedal robots [7][8]. - Domestic company Zhixing Robotics secured several million yuan in Series B financing to enhance its core product development and market expansion [7][8]. Investment Recommendations - The report suggests focusing on key components of robotics, including motors, reducers, sensors, and lead screws, with specific companies highlighted as beneficiaries [11][12]. - Recommended companies include: - Motors and actuators: Sanhua Intelligent Controls, Top Group, Mingzhi Electric [11]. - Reducers: Zhongdali De, Shuanghuan Transmission [11]. - Sensors: Donghua Testing, Keli Sensor, and Obsidian Light [11]. - Lead screws: Best, Wuzhou Xinchun, Hengli Hydraulic [11].