机器人行业周报：多家公司与华为具身智能创新中心签署合作，宁德时代有意切入机器人赛道

Investment Rating - The report maintains an "Overweight" rating for the robotics industry [3] Core Insights - Huawei's Global Embodied Intelligence Industry Innovation Center has signed cooperation memorandums with multiple companies, indicating a strong push towards application scenarios in robotics [2][9] - CATL is developing various robots in collaboration with Shanghai Jiao Tong University, aiming for factory applications, while Changan Automobile plans to invest over 50 billion yuan in the robotics sector over the next five years [2][14] - Nvidia is set to launch the Jetson Thor computer in 2025, targeting the humanoid robot market, positioning itself as a technology supplier rather than a manufacturer [2][7] Summary by Sections Industry News and Company Dynamics - Huawei's innovation center has initiated partnerships with 16 companies, including Zhaowei Electromechanical and Dazhu Robot, to explore application scenarios [2][12] - Zhaowei Electromechanical unveiled a new dexterous hand product featuring 17 degrees of freedom and a lifespan exceeding 10 years, suitable for complex operational environments [2][12] - Changan Automobile announced its entry into the humanoid robot market, planning to release products by 2027 with an investment of over 50 billion yuan [14][15] Financing Dynamics - The construction robotics company Paitena has received investment, while the smart logistics robot company Mu Yi has also attracted new capital, indicating ongoing interest in robotics startups [16] Investment Recommendations - The report suggests focusing on domestic robotics manufacturers and key component suppliers, including: 1. Complete machine manufacturers: Sairisi 2. Actuators and motors: Sanhua Intelligent Control, Top Group, Mingzhi Electric, Zhaowei Electromechanical 3. Reducers: Zhongdali De, Shuanghuan Transmission, Haoneng Co., etc. [2][17]