人形机器人产业周报：智元机器人全系产品正式开售，关注宇树新品发布-20250825

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robotics industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7]. Core Insights - The humanoid robotics concept index increased by 4.71% from August 17 to August 22, 2025, outperforming the CSI 300 index by 0.53 percentage points. Year-to-date, the humanoid robotics index has risen by 68.52%, surpassing the CSI 300 index by 53.92 percentage points [12][15]. - Significant developments include the launch of new humanoid robot products by major companies, such as the "Lingxi X2-W" by Zhiyuan Robotics and a large order of 10,000 humanoid robots by Tiantai Robotics, marking a milestone in the commercialization of humanoid robots [19][21][22]. Weekly Market Review - The humanoid robotics index saw a weekly increase of 4.71%, with Chengdu Huamei showing the highest weekly gain at +36.23%, while Jack Co. experienced the largest decline at -12.88% [12][15]. - The report highlights the performance of the humanoid robotics index relative to other indices, showcasing its strong growth trajectory [16]. Weekly Hotspots Review Policy Developments - Shanghai has announced an implementation plan to accelerate the development of "AI + manufacturing," focusing on deploying humanoid robots in practical scenarios [19]. Product and Technology Iterations - New products launched include Zhiyuan's "Lingxi X2-W" and Junsheng Electronics' integrated control system for humanoid robots, indicating ongoing innovation in the sector [19][21]. Investment and Financing - SpeedBot Robotics completed a significant B+ round financing, which will support further R&D in industrial humanoid robots [25]. Key Company Announcements - Yachuang Electronics reported successful supply of power modules to META, while Shengshi Technology plans to establish a subsidiary to combine AI and humanoid robotics with innovative products [24][27].