爱建智能制造周报：智元与宇树共获亿元大单，机器人规模化落地进入新阶段-20250714

Investment Rating - The current investment rating for the humanoid robot sector is high in terms of configuration cost-effectiveness, especially with the upcoming mid-year report window [2][3]. Core Insights - The report highlights that the high demand for computing power continues, with expectations that the release of high-end computing and storage chips will significantly benefit key equipment companies [3]. - Solid-state battery technology is transitioning from verification to pilot and small-scale production, with system integration equipment companies likely to benefit first from early breakthroughs in the industry [3]. - The report emphasizes the acceleration of capital processes for domestic semiconductor equipment and storage leading companies, indicating a robust growth trajectory [4][28]. Summary by Sections Industry Performance - During the week of July 7-11, 2025, the Shanghai Composite Index increased by 0.82%, while the mechanical equipment sector rose by 1.87%, ranking 15th out of 31 in the Shenwan industry classification [10][12]. - The best-performing sub-sector was other automation equipment, which saw a growth of 4.09% [10][14]. Key Company Developments - Zhiyuan Robotics and Yushu Technology secured a combined order worth 124 million yuan for humanoid biped robots, marking the largest single order in the domestic humanoid robot sector [4][25]. - Yitang Technology officially listed on the STAR Market, focusing on wafer processing equipment, with its core products ranking second globally in dry stripping and rapid thermal processing equipment [4][28]. Semiconductor Equipment - The report notes that the capital process for domestic semiconductor equipment and storage leading companies is accelerating, with Longxin Storage starting its IPO guidance with a valuation of approximately 140 billion yuan [4][28]. Solid-State Battery Equipment - The report indicates that solid-state battery technology is moving towards industrialization, with companies like Liyuanheng and Xingyun successfully delivering key equipment and production lines [31][32][33]. Controlled Nuclear Fusion - The report mentions that the pace of mainstream nuclear fusion project construction is accelerating, with several new bidding projects recently announced [29][30].