机器人行业周报：深圳发布人形机器人专项政策，关注机器人相关产业链-2025-03-13

Investment Rating - The report maintains an "Overweight" rating for the robotics industry [1][5]. Core Insights - The robotics industry experienced a 5.7% increase last week, outperforming the machinery equipment sector by 0.2 percentage points and the CSI 300 index by 4.3 percentage points. Year-to-date, the robotics sector has risen by 36.2%, surpassing the machinery equipment sector by 17.4 percentage points [3][8]. - Shenzhen has launched a special policy for humanoid robots, aiming to establish an internationally leading humanoid robot industry cluster by 2027. The plan includes breakthroughs in key components, AI chips, and multimodal perception technologies, with the goal of nurturing over 10 companies valued at over 10 billion and achieving a total industry scale exceeding 100 billion [4][5]. Summary by Sections Market Performance - The robotics sector's relative return over the past month, three months, and twelve months is 9.7%, 10.4%, and 60.6%, respectively. Absolute returns for the same periods are 10.4%, 8.7%, and 71.4% [2][8]. Policy Developments - Shenzhen's action plan for 2025-2027 aims to support breakthroughs in core technologies and the establishment of a significant number of high-value enterprises, with a focus on integrating humanoid robot technology into various applications [4][5]. Investment Recommendations - The report suggests focusing on high-precision sensors and transmission components, which have high technical barriers and clear growth prospects. These segments are expected to experience rapid growth due to supportive policies and a booming industry [5][31].