人形机器人产业周报：宇树科技完成IPO辅导，萝博派对完成千万美元种子轮融资-20251117

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies within it [26]. Core Insights - The humanoid robot concept index decreased by 2.82% from November 9 to November 14, 2025, underperforming the CSI 300 index by 1.74 percentage points. Year-to-date, the humanoid robot index has increased by 67.34%, outperforming the CSI 300 index by 46.20 percentage points [2][11]. - Among A-share humanoid robot index stocks, Fangyuan Co. saw the highest weekly increase at +34.59%, while Xiangyuan New Materials experienced the largest decline at -15.42% [16][18]. Weekly Market Review - The humanoid robot index's performance from November 9 to November 14, 2025, showed a decline of 2.82%, while year-to-date performance indicates a significant increase of 67.34% [11]. - The report highlights the performance of individual stocks within the humanoid robot sector, noting Fangyuan Co.'s substantial weekly gain and Xiangyuan New Materials' notable loss [16][18]. Weekly Hotspots Review Policy Developments - The Ministry of Industry and Information Technology released guidelines for the construction of pilot platforms in manufacturing, emphasizing the need to focus on emerging industries and accelerate the transformation of technological innovations into productive forces [3][19]. Product and Technology Iteration - Luming Robotics is set to launch the industry's first ultra-light humanoid robot featuring a full-body PEEK joint module, marking a significant technological advancement [19][20]. - Yushu Technology has introduced its first wheeled humanoid robot, which includes a high-performance humanoid robot body and a comprehensive data collection and model training system [19][20]. - UBTECH has commenced mass production of its first industrial humanoid robot, Walker S2, aiming to deliver hundreds of units [19][21]. - Tesla plans to expand its Texas Gigafactory to produce 10 million units of the Optimus humanoid robot annually, with production expected to start in 2027 [19][21]. Investment and Financing - Shanghai Robopad Technology Co., Ltd. announced the completion of a multi-million dollar seed round of financing, led by Matrix Partners and Xiaomi [3][22]. - The company Wujie Power, focused on embodied intelligence, completed a 300 million yuan financing round, with participation from Sequoia Capital and Linear Capital [3][22]. Key Company Announcements - Plit is accelerating the application of its materials in the humanoid robot industry, focusing on lightweight and functional materials [4][23]. - Boshi Co. plans to showcase 1-2 humanoid robot prototypes in the fourth quarter of 2025 [4][24]. - Ruide Intelligent has formed a strategic partnership with Shunde Vocational and Technical College to advance technology in humanoid robots [4][24]. - Yonggui Electric has signed a framework cooperation agreement with Zhiyuan Robotics to explore applications of connectors and wiring harnesses in humanoid robots [4][24].