Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [17]. Core Insights - Huawei and UBTECH have signed a comprehensive cooperation agreement to promote humanoid robots in industrial and household scenarios, leveraging Huawei's AI infrastructure and UBTECH's technology [4]. - The humanoid robot industry is experiencing rapid development with new technologies emerging and production processes accelerating [4]. - Investment opportunities are highlighted in various segments of the humanoid robot industry, including screw mechanisms, reducers, sensors, motors, and equipment [4]. Industry Basic Data - The total number of stocks in the humanoid robot industry is 300, with a total market value of 49,560.12 billion and a circulating market value of 43,536.44 billion [1]. Relative Index Performance - The absolute performance over the last month is 8.3%, while the 6-month performance is -6.1%, and the 12-month performance is 6.9% [2]. Related Research Reports - Several related reports have been published, including insights on the photovoltaic industry, transmission and transformation equipment, and wind power industry tracking [4].
人形机器人行业周报（20250512-20250518）：华为优必选全面合作落地，人形机器人首登科技节“科学红毯”-20250519