人形机器人行业周报：宁德时代生态企业投运全球首条人形机器人PACK产线，企业融资进度加速-20251220

Investment Rating - The industry investment rating is "Recommended" (maintained) [1] Core Insights - The humanoid robot industry is expected to open up broader market opportunities beyond automobiles, with significant investment potential as the industry transitions from 0 to 1 [8] - Recent developments include the launch of the world's first humanoid robot PACK production line by CATL, which marks a milestone in the application of embodied intelligence in smart manufacturing [4] - The report highlights the acceleration of financing activities within the humanoid robot sector, indicating a robust growth trajectory and increasing collaboration among companies [8] Summary by Relevant Sections Industry Dynamics - Xuanji Power announced the completion of nearly 100 million yuan in angel round financing, aimed at mass production of industry-grade quadruped robots and development of consumer-grade products [2] - Zhigu Tianchu completed several million yuan in Series A financing, focusing on providing comprehensive solutions for kitchen automation [3] - RoboParty, a company specializing in open-source biped humanoid robots, completed a new round of seed+ financing shortly after its initial seed round [3] Recent Developments - The humanoid robot "Xiao Mo" has begun operations at CATL's PACK production line, capable of performing complex tasks such as battery connector assembly, showcasing advancements in automation [4] - The launch of the TRON 2 humanoid robot by Zhujidi Power, which features enhanced adaptability and multi-form capabilities, is set to expand its market presence [7] - Yuanhua Intelligent's surgical robot system received approval from the National Medical Products Administration, marking significant progress in the medical robotics sector [7] Stock Recommendations - The report suggests focusing on companies with core component expertise and active involvement in the humanoid robot sector, including Sanhua Intelligent Control, Top Group, and others [9]