人形机器人行业专题研究周报：人形机器人应用场景加速落地，高关注度赛事带动主机厂订单-20250609

Investment Rating - The report maintains an investment rating of "Recommended" for the humanoid robot industry [3][28]. Core Insights - The humanoid robot application scenarios are accelerating, driven by high-profile events that boost orders for manufacturers [2][28]. - The humanoid robot index increased by 2.24% from June 3 to June 6, 2025, outperforming major indices such as the CSI 300, which rose by 0.88% [6][13]. - Companies like Amazon are establishing training centers to enhance humanoid robot delivery capabilities, indicating a significant shift in package delivery methods [6][22]. - Strategic collaborations, such as that between Yuejiang Technology and Yaoshi Bang, are exploring the application of humanoid robots in the pharmaceutical sector [6][25]. - The demand for humanoid robots surged after the success of the "Little Mischief" robot from Songyan Power, which received over 1,000 orders in a month, totaling more than 2,000 units and exceeding 100 million yuan in contract value [6][24]. Summary by Sections Market Review - The humanoid robot index saw a rise of 2.24% from June 3 to June 6, 2025, while the CSI 300 index increased by 0.88% [6][13]. Industry Dynamics - Amazon has set up a training center for humanoid robots to test their performance in delivery tasks, marking a significant advancement in warehouse automation [6][22]. - The second-generation tactile products from Fulei New Materials were launched, featuring true flexibility and three-dimensional force sensing capabilities [18][19]. - Songyan Power's humanoid robot received a silver medal in a marathon event, leading to a spike in orders [6][24]. Company Developments - Yuejiang Technology and Yaoshi Bang have signed a strategic cooperation agreement to deploy humanoid robots in pharmacies [6][25]. - Softcom Power has partnered with Zhiyuan Robotics to develop various humanoid robots and intelligent computing platforms [27]. Investment Recommendations - The report suggests focusing on companies with high certainty and incremental technology, particularly tracking Tesla's Optimus production progress and developments in domestic supply chains [28]. - Key companies to watch include those in the Tesla chain, such as Sanhua Intelligent Control and Top Group, and those in the Huawei chain like Zhaowei Electric and Zhongjian Technology [28][29].