人形机器人产业周报：奇瑞墨甲批量交付，外骨骼机器人表现亮眼

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robotics industry [2][24]. Core Insights - The humanoid robotics concept index increased by 4.22% from April 28 to April 30, 2025, outperforming the CSI 300 index by 4.65 percentage points. Year-to-date, the humanoid robotics index has risen by 34.41%, exceeding the CSI 300 index by 35.72 percentage points [2][11]. - Key developments include the delivery of 220 units of the Chery Mocha humanoid robot, which showcases capabilities in customer service and sales guidance [17][20]. - The report highlights significant policy support for the humanoid robotics sector, with various provincial governments promoting the development of intelligent equipment, including humanoid robots [3][19]. Weekly Market Review - From April 28 to April 30, 2025, the humanoid robotics index outperformed the CSI 300 index, with a weekly increase of 4.22% [11]. - The top-performing stock in the humanoid robotics sector was Hongchang Technology, with a weekly gain of 26.68% [12][15]. Weekly Hotspot Review Policy Developments - President Xi Jinping emphasized the need for Shanghai to accelerate its role as a global technology innovation hub, particularly in artificial intelligence and humanoid robotics [3][17]. - The Henan provincial government expressed support for iFlytek's collaboration in humanoid robotics, aiming to enhance industrial transformation [3][19]. - The Hubei provincial government is advancing the development of unmanned intelligent equipment, including humanoid robots, through improved policies and funding [3][19]. Product Technology Iteration - Chery's Mocha humanoid robot has completed its first batch delivery, demonstrating advanced service capabilities in automotive showrooms [17][20]. - UPS is in discussions with Figure AI to deploy humanoid robots, indicating growing interest in automation solutions [20]. - UBTECH has signed a procurement contract for humanoid robots to be used in automotive manufacturing [20]. Investment and Financing - The humanoid robotics company Paxini Technology received over 100 million yuan in strategic investment from BYD, marking a significant investment in the field of embodied intelligence [22][23]. Key Company Announcements - Jinli Permanent Magnet announced a share buyback plan of 100 million to 200 million yuan [23]. - Zhenghai Magnetic Materials has completed small batch supplies to downstream clients in the humanoid robotics sector [23].