人形机器人周报20260119：广州首批无人物流车开测，星动纪元与顺丰达成深度合作-20260119

Investment Rating - The industry is rated as "Recommended," indicating a positive outlook for the sector with expectations that the industry index will outperform the benchmark index [30]. Core Insights - The report highlights significant advancements in the logistics sector, particularly with the testing of autonomous delivery vehicles in Guangzhou, marking a crucial step in the integration of unmanned logistics vehicles into mainstream logistics scenarios [3][16]. - A partnership between Star Motion Era and SF Express aims to enhance the application of embodied intelligent robots in logistics, focusing on areas such as sorting and warehousing [17]. - The report notes a strong performance in the humanoid robot sector, with a 1.6% increase in the humanoid robot index over the past week, outperforming the broader market indices [9][10]. Industry Overview - The industry comprises 474 listed companies with a total market capitalization of 5,377.3 billion and a circulating market value of 4,648.9 billion [4]. - The humanoid robot sector has shown robust liquidity, with trading volume reaching 15.18% of total A-share trading on January 12, 2026, and remaining high at 11.80% on January 16, 2026 [10][12]. Key Events - The first batch of 20 autonomous delivery vehicles has begun road testing in Guangzhou, a significant milestone for the city's smart logistics initiatives [16]. - Xino Future has secured over 10,000 orders for high-freedom dexterous hands and is establishing a production line with an annual capacity of 200,000 micro electric cylinders [18]. - Mytra, a U.S. industrial robotics company, completed a $120 million Series C financing round, indicating strong investor interest in robotics technology [24]. Performance Metrics - The humanoid robot sector has shown a strong relative performance, with a 36.9% increase over six months and a 61.7% increase over twelve months [6]. - Key stocks in the humanoid robot sector have experienced significant weekly gains, with New Spring Co. leading at 16.24% [15].