人形机器人行业跟踪：宇树完成IPO辅导备案，重视板块投资机会

Investment Rating - The report maintains an "Outperform" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the market benchmark in the next six months [7]. Core Insights - The humanoid robot market is projected to evolve into a trillion-dollar industry, with significant long-term growth potential driven by advancements in technology and increasing commercial applications [18]. - The report highlights the recent IPO counseling of Yushu Technology, which is expected to catalyze investment opportunities within the sector [4]. - The humanoid robot index has shown strong performance, increasing by 5.59% this week, outperforming major indices such as the Shanghai Composite and CSI 300 [15]. Summary by Sections Market Review - The humanoid robot index rose by 5.59%, outperforming the Shanghai Composite by 4.90 percentage points and the CSI 300 by 4.50 percentage points [15]. - Key stocks in the humanoid robot sector, such as Zhongdali De and Leidi Ke, saw significant gains, while Rifa Precision experienced a decline [15][16]. Industry Dynamics - The establishment of the first humanoid robot sports laboratory in Beijing aims to enhance research in robot motion [20]. - The Walker S2 humanoid robot, featuring a groundbreaking autonomous battery swap system, is set to operate continuously, enhancing productivity in smart manufacturing [32]. - The report emphasizes the importance of domestic production and the potential for Huawei's technology to compete in the humanoid robot market [19]. Financing Dynamics - Zhiyuan Robotics received strategic investment from Charoen Pokphand Group, which will support its development across various sectors [35]. - Yushu Technology has initiated its IPO process, which is expected to attract further attention to the domestic humanoid robot industry [4][39]. Key Company Announcements - Longsheng Bearing reported that a significant portion of its revenue comes from the automotive and engineering machinery sectors, with a focus on self-lubricating bearings for robotic applications [40]. - Huachen Equipment is advancing in precision grinding technology, which is crucial for manufacturing components used in humanoid robots [41]. - Zhongdali De is focusing on high-performance transmission equipment to meet the growing demand in automation and robotics [44].