机器人行业周报：华为加速推进具身智能，与16家企业合作

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]. Core Insights - The robotics index outperformed the market during the week of November 11 to November 17, with the CSI Robotics Index declining by 2.2%, but outperforming the Shanghai Composite Index by 1.3 percentage points and the CSI 300 Index by 1.0 percentage points [23]. - Huawei's Global Embodied Intelligence Industry Innovation Center has officially launched and signed strategic cooperation agreements with 16 AI companies, aiming to enhance collaboration in the robotics sector [31]. - Schaeffler plans to purchase a significant number of humanoid robots from Agility Robotics for deployment across its global factory network, indicating a trend towards increased automation in manufacturing [33]. - The "Tiangong Open Source Plan" was launched to build a comprehensive innovation ecosystem for humanoid robots, focusing on open-source technology and collaborative development [34]. - Tianzhun Star Intelligence has introduced the Star Intelligence 001, a high-performance intelligent controller designed for embodied robots, featuring advanced computational capabilities [39]. - The CASBOT 01, a humanoid robot developed by Lingbao, showcases advanced functionalities and capabilities, including a high degree of freedom and various life skills [44]. Summary by Sections Market Review - The robotics index outperformed major indices, with specific performance metrics indicating a relative strength against the broader market [23]. Industry Dynamics - Huawei's innovation center and partnerships with 16 companies highlight a significant push towards collaboration in the robotics field [31]. - Schaeffler's investment in humanoid robots reflects a growing trend in automation within manufacturing [33]. - The launch of the "Tiangong Open Source Plan" aims to foster an ecosystem for humanoid robots, promoting open-source technology and industry standards [34]. Financing Dynamics - X Square Robotics has successfully completed Pre-A and Pre-A+ financing rounds, indicating strong investor interest in the development of general-purpose robotics [55].