电力设备行业周报：奇瑞墨甲机器人全球批量交付，因时机器人完成近亿元B3轮融资-20250505

Investment Rating - The report maintains a "Recommended" rating for the industry [1][21]. Core Insights - The human-shaped robot industry is expected to open up broader market opportunities beyond automobiles, with significant investment potential as the industry transitions from 0 to 1 [21]. - Recent developments include the global delivery of 220 units of the Chery Mocha robot and the establishment of a mass production pilot line for humanoid robots by Junpu Intelligent [4][5][21]. - The report highlights the rapid iteration of products and business collaborations within the robot industry, indicating a potential "ChatGPT moment" for humanoid robots [21]. Summary by Sections Industry Performance - The electric equipment sector has shown a relative performance decline of -10.0% over the past month, -5.4% over three months, and -1.0% over the past year, compared to the CSI 300 index [3]. Recent Developments - Chery's Mocha humanoid robot has achieved global batch delivery, marking a significant milestone in the industry [4]. - Junpu Intelligent is constructing its first mass production pilot line for humanoid robots, aiming for an initial capacity of approximately 1,000 units per year [5]. - Midea's humanoid robot is set to begin operations in a factory, demonstrating efficiency comparable to human workers [5]. - A joint venture between Lens Technology and Zhiyuan Robotics has been established to focus on humanoid robot assembly and development [6]. - Yinshi Robotics has completed nearly 100 million RMB in Series B financing to enhance its technology and market expansion efforts [7]. Key Companies to Watch - The report suggests focusing on companies with core component expertise and active involvement in humanoid robotics, including: - Sanhua Intelligent Control (actuator assembly) - Top Group (actuator assembly) - Zhongjian Technology (actuator assembly) - Best (screw rod) - Zhenyu Technology (screw rod) - Beite Technology (screw rod) - Xiamen Precision (screw rod) - Fulian Precision (reducer) - Lide Harmonic (reducer) - Shuanghuan Transmission (reducer) [21].