机器人周报：字节、宇树等企业新品纷至，WAIC大会正式举行-20250728

Investment Rating - The report assigns an "Overweight" rating for the robotics industry [4]. Core Insights - The robotics industry is expected to continue its growth trajectory, driven by new product launches and events like the WAIC conference [2]. - Key investment opportunities are identified in both complete robotics manufacturers and core component suppliers, including motors, sensors, and actuators [25]. Summary by Sections Industry News and Company Dynamics - China Railway Design has developed an intelligent quadruped robot capable of autonomous inspection in data centers, showcasing advancements in IoT and AI technologies [6]. - Yuejiang's collaborative welding robot has achieved breakthroughs in high-precision applications, enhancing efficiency in various manufacturing sectors [8]. - ByteDance's GR-3 humanoid robot demonstrates significant advancements in multi-modal interaction technology, improving task execution capabilities [9]. Investment Recommendations - Focus on robotics manufacturers and core component suppliers, with specific recommendations for: 1. Motors: Mingzhi Electric 2. Rotational joints: Zhongchen Technology, Shuanghuan Transmission, Landai Technology 3. Linear joints: Hengli Hydraulic, Zhejiang Rongtai, Demais [25]. - The report highlights the importance of domestic suppliers benefiting from the growing demand in the robotics sector [25]. Financing Dynamics - UBTECH Technology secured a record order for humanoid robots, accelerating its commercialization efforts [22]. - Tom Cat collaborates with partners to develop AI companion robots, leveraging their respective strengths in IP and technology [22]. - Yushun Technology is progressing towards an IPO, aiming to become the first humanoid robot company listed on the Sci-Tech Innovation Board [22].