人形机器人产业周报：小鹏IRON亮相上海车展，具身智能机器人运动会开幕-20250428

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [24]. Core Insights - The humanoid robot concept index increased by 5.73% from April 20 to April 25, 2025, outperforming the CSI 300 index by 5.35 percentage points. Year-to-date, the humanoid robot index has risen by 28.97%, surpassing the CSI 300 index by 29.84 percentage points [2][10]. - The report highlights significant advancements in humanoid robotics, including the introduction of new products and technologies, as well as increased investment and policy support from local governments [3][4]. Summary by Sections Weekly Market Review - From April 20 to April 25, 2025, the humanoid robot concept index rose by 5.73%, outperforming the CSI 300 index by 5.35 percentage points. Year-to-date, the index has increased by 28.97%, outperforming the CSI 300 by 29.84 percentage points [2][10]. Weekly Hotspots Review Policy Developments - The Shandong Province has initiated the cultivation and recognition of manufacturing innovation centers, focusing on future industries such as artificial intelligence and humanoid robots [3][16]. - Shanghai's Economic and Information Commission has launched a new initiative for general artificial intelligence innovation tasks, emphasizing embodied intelligence and other key areas [3][16]. Product and Technology Iteration - The world's first humanoid robot fighting competition is set to take place in May-June 2025, organized by Yushutech [3][18]. - Japanese company Ainos has successfully integrated an AI nose system into a humanoid robot, enhancing its sensory capabilities [3][18]. - Tesla has publicly unveiled its Optimus humanoid robot production line, with plans to have thousands operational by the end of 2025 [3][19]. Investment and Financing - Shanghai Kepler Robotics has completed a Pre-A round of financing, with participation from several industry capital investors [3][21]. Key Company Announcements - Shuanglin Co. has acquired Wuxi Kezhixin, completing a key part of the humanoid robot screw rod industry chain [3][21]. - Zhongwei Semiconductor has reported that its chips are being used in humanoid robot joint drives [3][22].