人形机器人产业周报：越疆牵手腾讯云，优必选与华为签署全面合作协议

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 1.04% from May 11 to May 16, 2025, underperforming the CSI 300 index by 0.08 percentage points. Year-to-date, the humanoid robot index has risen by 39.64%, outperforming the CSI 300 index by 37.84 percentage points [11][15]. - Major companies in the humanoid robot sector are forming strategic partnerships and securing significant funding to accelerate technology development and market penetration [3][21][24]. Summary by Sections Weekly Market Review - The humanoid robot index saw a weekly increase of 1.04%, with a year-to-date increase of 39.64%, significantly outperforming the CSI 300 index [11][15]. Weekly Highlights - Policy Developments: The Henan Province held a meeting to promote the development of the embodied intelligence industry, emphasizing innovation and financial support [18]. Qingdao released a special action plan for the humanoid robot industry for 2025 [18]. - Product Technology Iteration: Tesla showcased its humanoid robot, Optimus, performing various dance moves, highlighting advancements in its motion capabilities [21]. Partnerships between major companies like Yujian Technology and Tencent, as well as Huawei and Ubtech, aim to enhance the industrialization of humanoid robots [21]. - Investment Dynamics: Aoyi Technology completed nearly 100 million yuan in financing to accelerate the development of dexterous hand technology [24]. Key Company Announcements - Nuwei CNC: Developed customized CNC machines for the humanoid robot industry [24]. - Buke Co., Ltd.: Established partnerships with leading humanoid robot clients, resulting in bulk orders [24]. - Zhongdali De: Anticipates significant growth in production due to increasing orders from electric vehicle manufacturers entering the humanoid robot sector [24]. - Jingsong Intelligent: Plans to complete internal testing of its first wheeled humanoid robot prototype by August-September [24]. - Hongchang Technology: Plans to invest 15 million yuan in a joint venture focused on the humanoid robot supply chain [24].