人形机器人行业周报（20250609-20250615）：全球首个人形机器人智能化分级标准正式发布，武汉设立10亿人形机器人专项基金-20250617

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 - The world's first intelligent grading standard for humanoid robots has been officially released, which is expected to promote the large-scale application of humanoid robots in various sectors such as petrochemical inspection and emergency rescue [4]. - Wuhan has established a special fund of 1 billion yuan to support the humanoid robot industry, aiming to break through innovation risk bottlenecks and enhance the industry's development [4]. - The humanoid robot industry is experiencing rapid advancements, with new technologies being developed and production processes accelerating [4]. Industry Data - The humanoid robot industry consists of 302 listed companies, with a total market value of 48,908.77 billion yuan and a circulating market value of 42,633.07 billion yuan [1]. - The absolute performance of the industry over the past 12 months has increased by 9.8%, while the relative performance has shown a slight increase of 0.2% [2]. Related Developments - The second-generation humanoid robot Codroid 02 was unveiled, showcasing advanced capabilities for industrial tasks and online learning [4]. - Ningbo has introduced policies to promote the humanoid robot industry, including financial support for innovation centers and insurance subsidies for enterprises [4]. - Investment suggestions include companies involved in various components of humanoid robots, such as actuators, sensors, and motors, indicating a broad interest in the sector [4].