人形机器人周报20250511：美的机器人入职美的工厂，恒而达拟收购SMS磨床-20250511

Investment Rating - The report maintains a positive outlook on the humanoid robot industry, indicating a long-term investment opportunity [6][8]. Core Insights - The humanoid robot industry is witnessing increasing applications in manufacturing sectors such as automotive and home appliances, which is expected to enhance capabilities in motion control, perception, AI algorithms, and hardware integration [6]. - The report highlights several key events, including the global delivery of 220 units of the Chery Mocha humanoid robot and the entry of Midea's MIRO robot into its washing machine factory [1][3]. - The upcoming World Humanoid Robot Games in Beijing is anticipated to further promote the industry [2]. - The report emphasizes the importance of investment opportunities in embodied intelligence, particularly in brain models and required chip solutions [7][12]. Summary by Sections Industry Events - Chery's Mocha humanoid robot has completed its first global delivery of 220 units, showcasing its capabilities in customer service at automotive dealerships [1]. - Midea's MIRO robot has started operations at its washing machine factory, performing routine tasks such as inspection and information collection [3]. - A new joint venture has been established by Zhongding to develop force sensors for humanoid robots, indicating a focus on enhancing robotic capabilities [4]. - Heng'erda plans to acquire German SMS Maschinenbau GmbH for €8.5 million, expanding its precision machinery business [5]. Investment Opportunities - The report suggests focusing on investment opportunities related to embodied intelligence, including brain models and necessary chip solutions [7][12]. - It also highlights potential investments in companies involved in humanoid robot manufacturing and related technologies, such as Tesla, UBTECH, and others [12][13]. Market Performance - The humanoid robot sector has shown strong market performance, with a 15% absolute return over the past month and a 20.9% return over the past year [10]. - The report lists several stocks within the humanoid robot sector that have performed well, including Nanfang Precision and Rujing Technology, with year-to-date gains exceeding 90% for some [14].