人形机器人产业周报：广汽发布人形机器人GoMate，星动纪元更新大模型进展

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry [7]. Core Insights - The humanoid robot industry is experiencing significant advancements, with multiple companies launching new products and achieving production milestones. The market is expected to grow as these technologies are integrated into various sectors such as security, healthcare, and manufacturing [4][11][53]. Summary by Sections 1. Humanoid Robot Industry Dynamics - On December 26, GAC Group launched the third-generation humanoid robot GoMate, featuring a pioneering variable wheel-foot structure, which is expected to be applied in security, healthcare, automotive aftermarket, logistics, and education [11][21]. - Matrix Superintelligence introduced the MATRIX-1 humanoid robot, with plans for small-scale production by 2025, targeting applications in unstructured manufacturing environments [53][97]. - ZhiTree Technology showcased the upgraded B2-W quadruped robot, which can perform complex movements and has a maximum speed of 20 km/h [91]. - Star Dynamics updated its end-to-end native robot model ERA-42, which can learn new tasks rapidly without pre-programming [31][92]. - Zongqing Robotics released the lightweight, fully open-bodied intelligent agent PM01, priced at 88,000 yuan, aimed at both commercial and educational markets [93]. 2. Financing Dynamics in Humanoid Robotics - MagicLab completed a 150 million yuan angel round of financing, which will be used for technology development and mass production of its humanoid robot MagicBot, with plans to deliver hundreds of units by 2025 and reach a thousand units by 2026 [41][81].