特斯拉展示Optimus做家务能力，宇树开启首个人形机器人格斗大赛

Investment Rating - The report maintains an "Outperform" rating for the robotics industry [1]. Core Insights - The robotics index underperformed the market, with the CSI Innovation and Entrepreneurship Robotics Index declining by 2.7%, lagging behind the Shanghai Composite Index by 2.1 percentage points and the CSI 300 Index by 2.5 percentage points [5][11]. - Tesla showcased the capabilities of its Optimus robot in household tasks, demonstrating various skills such as taking out the trash and using household appliances. The team aims to enhance the robot's learning through internet videos, achieving significant breakthroughs in task initiation and skill acquisition [5][17][18]. - Yushun Technology is set to host the first humanoid robot combat competition, featuring both exhibition and competitive matches, which will be broadcasted live [5][19]. - The world's first humanoid robot intelligence grading standard has been released, providing a framework for evaluating robot capabilities across four dimensions and five levels of intelligence [5][22]. - Xiaopeng Motors plans to launch its fifth-generation humanoid robot by 2026, focusing on industrial and commercial applications [5][23]. - The first humanoid robot "Tianbing No. 1" was unveiled in Tianjin, designed for industrial use with significant load-bearing capabilities [5][23]. Summary by Sections Market Review - The robotics index underperformed the broader market during the week of May 19-25, with a decline of 2.7% [11]. Industry Dynamics - Tesla's Optimus robot demonstrated various household tasks, with plans to improve learning through internet video data [17][18]. - Yushun Technology's humanoid robot combat competition is scheduled for May 25, featuring multiple combat formats [19]. - The first humanoid robot intelligence grading standard was established, offering a comprehensive evaluation framework [22]. Financing Dynamics - Magic Atom, a company focused on embodied intelligence robots, completed a new round of strategic financing to enhance core technology and accelerate market deployment [26]. - JD.com and the Shanghai Embodied Intelligence Fund invested in Zhiyuan Robotics, marking the fund's first investment in the sector [26].