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-2025-03-18

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 concept 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 applications in smart manufacturing and humanoid robotics, while Shanghai emphasizes the strategic opportunities in the robotics industry [3][20]. - Product and Technology Iterations: Notable advancements include the launch of the world's first humanoid robot with "dexterous manipulation and bipedal walking" by Yujian Technology, and collaborations between various companies to enhance humanoid robot capabilities [3][5][20]. - Investment and Financing: Companies like UBTECH and Amio Robotics are securing significant funding to support research and development in humanoid robotics, indicating strong investor interest in the sector [4][26][27]. - Key Company Announcements: Companies are actively exploring applications of humanoid robots in various industries, including automotive manufacturing and service sectors [28][29]. Recommendations - The report suggests focusing on companies like Reiser Intelligent, Zhaowei Electromechanical, and Fengli Intelligent, which are positioned to benefit from the ongoing developments in the humanoid robotics industry [5].