机器人行业周报：机器人产业链合作深化，加速推进量产应用

Investment Rating - The report maintains an "Outperform" rating for the robotics industry [1] Core Insights - The robotics industry is experiencing deepened collaboration across the supply chain, accelerating mass production applications [1] - The China Securities Robotics Index fell by 8.2% during the week, underperforming the Shanghai Composite Index by 5.1 percentage points and the CSI 300 Index by 5.3 percentage points [5][12] - The total market capitalization of the industry is approximately 34,579.53 billion, with a TTM P/E ratio of 30.6, significantly higher than the CSI 300's TTM P/E ratio of 12.1 [3] Summary by Sections Market Review - The robotics index underperformed the market, with a decline of 8.2% compared to major indices [5][12] - Notable developments include the release of a boxing video featuring the humanoid robot G1 by Yushutech, showcasing its capabilities despite some limitations [16] - Hyundai Motor Group plans to purchase "tens of thousands" of Boston Dynamics robots in the coming years, indicating strong demand in the industrial sector [18] Industry Dynamics - The first national standards for humanoid robots have been officially established, led by UBTECH, which will standardize various technical requirements [21] - Partnerships are forming, such as the collaboration between Yijiahe and Huawei Cloud, aiming to explore advancements in embodied intelligence [21] - A joint venture between Junpu Intelligent and Zhiyuan Robotics has been established to promote large-scale production and commercialization of embodied intelligence [22] Financing Dynamics - Lingxin Qiaoshou recently completed over 100 million in seed round financing, setting a record in the dexterous hand industry [29]