机器人行业周报：川渝政府发布聚身智能相关文件，聚焦人工智能与机器人

Industry Investment Rating - The report maintains a "Stronger than Market" rating for the robotics industry [1] Core Views - The robotics industry outperformed the broader market indices during the week of December 2-8, 2024, with the CSI Robotics Index rising by 6.6% and the National Robotics Index increasing by 4.0% [1] - Domestic humanoid robot MagicBot demonstrated multi-robot collaboration capabilities in factory settings, with plans for a new product release and small-scale mass production by Q1 2025 [1] - Hyundai and Kia introduced the X-ble Shoulder exoskeleton robot, which reduces shoulder load by 60% and deltoid muscle damage by 30%, with plans for expansion to 27 affiliated companies by 2025 and entry into the European and American markets by 2026 [2] - Toyota's CUE6 humanoid robot set a Guinness World Record for the longest basketball shot by a humanoid robot at 24.55 meters, utilizing AI algorithms for real-time adjustments [2] - Chongqing and Sichuan governments released policies supporting the development of embodied intelligent robotics, including subsidies for R&D, core hardware development, and application scenarios [3][45][46] Industry Performance - The CSI Robotics Index outperformed the Shanghai Composite Index by 4.3 percentage points, the CSI 300 Index by 5.2 percentage points, and the ChiNext Index by 4.7 percentage points [1] - The National Robotics Index outperformed the Shanghai Composite Index by 1.7 percentage points, the CSI 300 Index by 2.6 percentage points, and the ChiNext Index by 2.1 percentage points [1] Key Companies and Products - MagicBot, developed by MagicLab, features 42 degrees of freedom, can carry up to 20 kg with its arms and 40 kg overall, and has a maximum battery life of 5 hours [1] - X-ble Shoulder, developed by Hyundai and Kia, weighs only 1.9 kg and can withstand 700,000 folding and unfolding actions annually without requiring electrical power [2][37] - Toyota's CUE6 robot achieved a record of 2,020 consecutive basketball shots, leveraging AI to learn and optimize its throwing technique [2][41] Government Policies and Support - Chongqing's policy supports the large-scale application of embodied intelligent robots in various sectors, including healthcare, education, and construction [3][45] - Sichuan's policy offers subsidies for AI and robotics industry platforms, core algorithm development, and the creation of industry-specific large models [46][47] Financing Activities - Noematrix completed a Pre-A+ round of financing worth hundreds of millions of RMB, led by Sequoia China, to accelerate product development and commercialization [5][51] - Nuoshi Robotics secured tens of millions of RMB in angel funding for the development of planetary roller screws, with plans to expand production and talent acquisition [5][52] - Titanium Tiger Robotics raised over 100 million RMB in two rounds of Pre-A financing to enhance R&D and market expansion [5][53]