Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [27]. Core Insights - The humanoid robot concept index experienced a decline of 1.93% from June 8 to June 13, 2025, underperforming the CSI 300 index by 1.68 percentage points. However, year-to-date, the humanoid robot index has risen by 31.54%, outperforming the CSI 300 index by 30.39 percentage points [2][12]. - The report highlights significant developments in the humanoid robot sector, including government initiatives to promote smart elderly care robots, advancements in product technology, and substantial investment activities [3][5]. Summary by Sections Weekly Market Review - From June 8 to June 13, 2025, the humanoid robot concept index fell by 1.93%, while the year-to-date performance shows an increase of 31.54% [12][18]. - Among A-share humanoid robot stocks, YS Tech saw the largest weekly gain of 36.22%, while Chaojie shares experienced the largest decline of 23.23% [18]. Weekly Hotspots Review Policy Developments - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs announced a pilot program for smart elderly care robots, requiring at least 200 household applications and deployments in community and institutional settings [3][19]. Product Technology Iteration - NVIDIA's CEO stated that autonomous driving and robotics will thrive in the coming years, with the first embodied intelligent robot 4S store set to debut at the 2025 World Robot Conference [3][22]. - Significant technological advancements include the F-TAC Hand achieving human-level adaptive grasping capabilities and Figure's AI logistics system improving processing speed to 4.05 seconds per package [3][24]. Investment Activities - Leju Robotics completed a multi-billion yuan D-round financing, indicating strong market confidence in the humanoid robot sector [3][24]. Key Company Announcements - Xiangming Intelligent is expanding into humanoid robot joint module business through investments in Japan's BR Company and establishing a joint venture for service and medical robots [4][25]. - Beizhi Technology and Xingdong Era have formed a strategic partnership to promote humanoid robots in smart logistics applications [4][25].
人形机器人产业周报：工信部推进养老机器人试点，Figure更新进展-20250618