人形机器人产业周报：北京开源社区上线，机器人运动会拟于8月举行

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% [29]. Core Insights - The humanoid robot concept index increased by 2.82% from May 6 to May 9, 2025, outperforming the CSI 300 index by 0.82 percentage points. Year-to-date, the humanoid robot index has risen by 38.21%, surpassing the CSI 300 index by 37.53 percentage points [2][11]. - Key companies in the humanoid robot sector are actively developing new technologies and products, with significant investments and collaborations being reported [3][4][22]. Weekly Market Review - The humanoid robot index saw a weekly increase of 2.82%, with notable performers including AVIC Chengfei, which had the highest weekly gain of 35.97%, while Xianglou New Materials experienced the largest decline at -8.77% [15][11]. - The report highlights the rapid growth and interest in the humanoid robot sector, driven by technological advancements and increased market demand [5][3]. Weekly Hotspots Review Policy Developments - The Beijing humanoid robot open-source community was launched in April 2025, aimed at fostering global collaboration among developers [3][18]. - The city of Foshan is accelerating the development of its humanoid robot industry with a comprehensive action plan for 2025-2030, including a significant investment in a multimodal robot training facility [3][18]. Product Technology Iteration - The deployment of the "Kua Fu humanoid robot" in Mianyang, Sichuan, as a traffic guide demonstrates the practical application of humanoid robots in urban settings [19]. - The 2025 World Robot Expo is set to showcase nearly 50 leading humanoid robot companies, indicating a growing interest in the sector [19][20]. Investment and Financing - IndustrialNext, a company focused on embodied intelligence, completed a multi-million dollar Series A funding round led by Khosla Ventures, highlighting the investment interest in the humanoid robot space [21][3]. - Several companies, including New Era and Zhonglian Heavy Industry, are advancing their humanoid robot projects, with plans for product launches and technology development [22][24]. Key Company Announcements - New Era plans to launch its embodied intelligence/humanoid robot by the end of 2025, while Zhonglian Heavy Industry is accelerating its humanoid robot business development [22][24]. - Far East Cable has successfully applied its cables in the production of humanoid robots, showcasing the integration of components in the industry [24].