机器人行业周报：两部委试点智能养老机器人，首个具身智能机器人4S店即将亮相-20250615

Investment Rating - The report maintains an "Outperform" rating for the machinery equipment industry as of June 15, 2025 [1]. Core Insights - The robot industry index underperformed the market, with a decline of 2.6% from June 9 to June 15, 2025, lagging behind the Shanghai Composite Index by 2.3 percentage points [5][12]. - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs have initiated a pilot program for intelligent elderly care robots, set to run from 2025 to 2027, focusing on application verification and standard development [17][18]. - The world's first embodied intelligent robot 4S store will open in Beijing, aiming to create a comprehensive service system covering the entire lifecycle of robots [19]. - New advancements include the release of the second-generation humanoid robot Codroid 02 by Estun, featuring a height of 170 cm, weight of 70 kg, and 31 degrees of freedom [21]. - Skild AI, a robotics "brain" company, raised $100 million in a Series B funding round, with a valuation of approximately $4.5 billion [29]. Summary by Sections Market Review - The robot index decreased by 2.6%, underperforming major indices such as the Shanghai Composite and CSI 300 by 2.3 percentage points each [5][12]. Industry Dynamics - The pilot program for intelligent elderly care robots includes three main components: collaborative tackling of challenges, application verification in real-life scenarios, and the establishment of standards and evaluation systems [17][18]. - The first embodied intelligent robot 4S store will be launched in Beijing, integrating sales, spare parts supply, after-sales service, and feedback mechanisms [19]. - Estun's new humanoid robot Codroid 02 was introduced, showcasing advanced control systems and high task execution success rates [21]. - The Redwood AI model was launched, designed for humanoid robots to perform various household tasks [26]. - Strategic partnerships are being formed, such as the collaboration between Kepler and Hanwei Technology to advance embodied intelligence commercialization [30]. Related Research - The report highlights various companies involved in the robotics sector, including those focusing on key components like actuators, sensors, and humanoid robots [6].