人形机器人产业周报：越疆发布全球首款“灵巧操作+直膝行走”具身智能，雷赛智能DexHand问世

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robotics industry [7]. Core Insights - The humanoid robotics concept index experienced a decline of 1.22% from March 9 to March 14, 2025, underperforming the CSI 300 index by 2.80 percentage points. However, year-to-date, the humanoid robotics index has risen by 48.37%, outperforming the CSI 300 index by 43.50 percentage points [2][12]. - The humanoid robotics industry is witnessing significant strategic opportunities, with various companies launching innovative products and forming strategic partnerships to enhance technological capabilities and market presence [5][20]. Summary by Sections Weekly Market Review - From March 9 to March 14, 2025, the humanoid robotics index fell by 1.22%, while the year-to-date performance shows an increase of 48.37% [12]. Weekly Hotspots Review Policy Developments - Hangzhou is enhancing computational power integration in smart manufacturing and embodied intelligence, aiming for high-quality development across the AI industry chain [3][20]. - Shanghai's leadership emphasizes the strategic opportunities in the robotics industry, advocating for ecosystem development and technological breakthroughs [3][20]. Product and Technology Iteration - Various companies, including Hezhima Intelligent and Youbixuan, are collaborating on advanced humanoid robotics technologies, enhancing their capabilities with new chip solutions and innovative platforms [3][20][22]. - The launch of the world's first "dexterous operation + straight knee walking" humanoid robot, Dobot Atom, by Yujian Technology marks a significant advancement in the industry [5][24]. Investment and Financing - Youbixuan has established a 10 million yuan humanoid robotics research fund to support innovation in hardware and software design [4][26]. - Significant funding rounds have been completed by companies like Amiao Robotics and Digital Huaxia, indicating strong investor interest in humanoid robotics applications [4][26][27]. Key Company Announcements - Haosen Intelligent is collaborating with Zhiyuan Robotics to explore humanoid robots' applications in automotive manufacturing [4][28]. - Google DeepMind is partnering with Apptronik to develop the next generation of humanoid robots based on their Gemini 2.0 model [4][28].