机器人行业周报：Figure发布机器人更新视频，埃夫特首秀人形产品-2025-03-13

Investment Rating - The report maintains an "Overweight" rating for the robotics industry, consistent with the previous rating [7]. Core Insights - The robotics industry is experiencing accelerated industrialization, particularly in logistics automation, with significant advancements in robot deployment and technology [2][10]. - Figure AI has successfully deployed its humanoid robots in logistics centers, marking a milestone in their commercial application, supported by the newly released HELIX VLA model [10][11]. - The introduction of advanced technologies such as implicit stereo vision and learning-based visual perception in robotics enhances operational accuracy and efficiency [11]. Summary by Sections Industry News and Company Developments - Figure AI's humanoid robots are now operational in a second U.S. client's logistics automation scenario, focusing on complex package sorting [10]. - The launch of the AgiBot Digital World simulation framework by Zhiyuan Robotics aims to improve robot training through high-fidelity scenario simulations and extensive asset libraries [20]. - Sanctuary AI has integrated tactile sensors into its Phoenix humanoid robot, enhancing its ability to interact with the environment [15]. Investment Recommendations - The report suggests focusing on key robotics manufacturers and core component suppliers, including: 1. Complete machine manufacturers: Recommended stock is Seris. 2. Actuators and motors: Recommended stock is Zhaowei Electromechanical, with beneficiaries including Sanhua Intelligent Control and Top Group. 3. Reducers: Beneficiaries include Zhongdali De, Shuanghuan Transmission, and others [8][24]. Financing Dynamics - Weiqin Technology completed a Pre-A round financing of several million RMB, aimed at mass production of high-precision sensors and market expansion [23]. - Yuanluo Technology secured hundreds of millions in A round financing, led by Alibaba, to drive innovation in humanoid robot technology [23].