Investment Rating - The report maintains an "Outperform" rating for the robotics industry [1] Core Insights - The robotics index outperformed the market, with the Zhongzheng Kechuang Chuangye Robotics Index rising by 5.9%, surpassing the Shanghai Composite Index by 5.4 percentage points and the CSI 300 Index by 5.5 percentage points [4][11] - The global first robot leasing platform "Qingtian Rental" completed seed round financing, achieving over 200 daily rental orders and 200,000 registered users within three weeks of its launch [15][16] - Zhijidongli launched the embodied intelligent system LimX COSA, integrating high-level cognition with full-body control for robots to operate intelligently in the physical world [16][17] - The establishment of a new company by Zhiyuan Robotics in Shanghai aims to develop an AI intelligent ecosystem [18] - UBTECH signed a strategic cooperation framework with the National Robot Testing Center to enhance the quality of humanoid robots through joint platform and laboratory construction [20] - Ziyuan Robotics completed a 1 billion yuan A++ round of financing, with investments from major firms like ByteDance and Sequoia China, to enhance its capabilities in large-scale robotic applications [20] Summary by Sections Market Review - The robotics index outperformed the market during the week of January 12 to January 18, with a 5.9% increase [4][11] Industry Dynamics - The launch of "Qingtian Rental" marks a significant innovation in the robotics sector, allowing for flexible access to robotic services [15][16] - The LimX COSA system represents a technological advancement in robotics, enabling robots to think and act simultaneously [16][17] - The establishment of a new AI-focused company by Zhiyuan Robotics indicates a strategic move towards enhancing AI capabilities in robotics [18] - Collaborative efforts between UBTECH and the National Robot Testing Center aim to improve industry standards and quality [20] - Ziyuan Robotics' successful financing round highlights the growing interest and investment in the robotics sector [20]
机器人行业周报:逐际动力发布具身智能体系统LimXCOSA,机器人实现边思考边干活
Southwest Securities·2026-01-19 05:45