人形机器人产业周报：智元主办全球首个大型机器人晚会，卓益得完成近亿元Pre-A+轮融资-20260210

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robotics industry [6]. Core Insights - The humanoid robotics concept index experienced a slight decline of 0.80% from February 1 to February 6, 2026, but has shown a year-to-date increase of 2.61%, outperforming the CSI 300 index by 2.32 percentage points [2][12]. - Key developments include the first global large-scale robot gala hosted by Zhiyuan AGIBOT, showcasing significant advancements in robot performance and interaction, indicating a pivotal year for the humanoid robotics sector in 2026 [4]. Summary by Sections Weekly Market Review - From February 1 to February 6, 2026, the humanoid robotics index fell by 0.80%, while the CSI 300 index rose by 0.54 percentage points. Year-to-date, the humanoid robotics index is up 2.61%, outperforming the CSI 300 by 2.32 percentage points [2][12]. - Among A-share humanoid robotics stocks, Kailong High-Tech saw the largest weekly gain of 72.80%, while Dongwei Semiconductor experienced the largest decline of 14.72% [16][17]. Weekly Hotspot Review Policy Developments - Zhejiang Province plans to strategically develop future industries including humanoid robotics, biomanufacturing, and clean hydrogen [3][19]. - The Ministry of Agriculture and Rural Affairs aims to enhance AI applications in agriculture, expanding the use of drones, IoT, and robotics [3][19]. - Guangdong Province's implementation plan supports the growth of AI and robotics service providers [3][20]. Product and Technology Iteration - UBTECH has released an open-source embodied intelligence model, Thinker, designed for humanoid robots [3][20]. - Zhiyuan Robotics announced the global live broadcast of the first large-scale robot gala, featuring over 200 robots [3][21]. - Yujian has commenced mass production of its third batch of full-size industrial humanoid robots, ATOM [3][21]. Investment and Financing - Shanghai Zhuoyide Robotics completed nearly 100 million RMB in Pre-A+ financing to expand into new markets [3][22]. - Renxin Robotics secured millions in A+ financing, focusing on industrial welding robots [3][22]. - Xinyier Vision raised over 100 million RMB in A and A+ financing rounds, targeting AI and robotics applications [3][23]. Key Company Dynamics - Haoshi Electromechanical reported that its core products, including harmonic reducers and planetary reducers, have received small batch orders from humanoid robot manufacturers [3][24]. - Hongfuhan signed a 480 million RMB contract with Guangdong Quanxiang to supply various robotic products [3][25].