人形机器人产业周报：宇树发布UnitreeDex5灵巧手，程天科技完成B轮近亿元融资-2025-04-07

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [25]. Core Insights - The humanoid robot concept index experienced a decline of 3.99% from March 31 to April 3, 2025, underperforming the CSI 300 index by 2.62 percentage points. However, year-to-date, the humanoid robot index has increased by 32.74%, outperforming the CSI 300 index by 31.66 percentage points [2][11]. - Guangdong Province has announced policies to promote innovation in the AI and robotics industry, focusing on humanoid robots and key technologies such as dexterous hands and electronic skin [3][19]. - The humanoid robot financing market has shown significant growth, with a total financing scale exceeding 7.2 billion yuan last year and a compound annual growth rate of 35.6% [3][22]. Weekly Market Review - The humanoid robot index's performance from March 31 to April 3, 2025, showed a decline of 3.99%, while the year-to-date performance indicates a rise of 32.74% [11]. - The report highlights the top-performing and underperforming stocks within the humanoid robot sector, with Jinggong Technology leading with a weekly increase of 15.55% and Henggong Precision showing the largest decline at -18.21% [16][17]. Weekly Hotspots Review Policy Developments - Guangdong Province is set to implement major projects focusing on humanoid and industrial robots, aiming to establish a global hub for AI and robotics [3][19]. Product Technology Iteration - New technologies enabling collaborative operations among robots have been introduced, enhancing their application in various scenarios [3][19]. Investment and Financing - The humanoid robot market is projected to grow significantly, with a forecasted market size of 20.3 billion USD in 2024, expected to reach 13.25 billion USD by 2029, reflecting a compound annual growth rate of approximately 45.5% [3][22]. Key Company Announcements - Companies like Lianhong Xinke and Lens Technology are making strides in the humanoid robot sector by providing essential materials and components [3][23].