机器人行业周报：小鹏人形机器人Iron进入工厂工作，率先聚焦工厂、门店等场景

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 relevant market index by more than 5% over the next six months [1][20]. Core Insights - The robotics index outperformed the market, with the CSI Robotics Index rising by 12.7%, surpassing the Shanghai Composite Index by 7.2 percentage points, and the CSI 300 Index by 7.2 percentage points during the week of November 4 to November 10, 2024 [1][8]. - Xiaopeng's new humanoid robot, Iron, has entered factory operations, focusing on scenarios in factories and stores. It features a humanoid structure, 178 cm in height, 70 kg in weight, and 62 degrees of freedom, equipped with advanced AI capabilities [1][11][12]. - UBTECH has launched a full-stack unmanned logistics solution, integrating humanoid robots with unmanned vehicles, which has been applied in BYD's factory to streamline logistics processes [1][14]. Summary by Sections Market Review - The robotics index showed strong performance, with significant gains compared to major indices, indicating robust market interest and investment potential in the robotics sector [1][8]. Industry Dynamics - Xiaopeng's humanoid robot Iron is designed for various applications, including factory tasks and customer interactions in stores. It utilizes advanced AI for language understanding and logical reasoning, enhancing human-robot interaction [1][11][12]. - UBTECH's logistics solution represents a significant advancement in automating the last mile of logistics, demonstrating the practical application of robotics in industrial settings [1][14]. Financing Activities - Xinhai Technology completed over 200 million yuan in Pre-A financing, aimed at advancing AI algorithms and expanding overseas markets [1][17]. - Yuequan Bionic secured nearly 100 million yuan in Pre-A financing to enhance humanoid robot development and commercial delivery [1][17].