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]. - The report highlights significant advancements in humanoid robotics, including the successful hosting of the world's first large-scale robot gala, showcasing breakthroughs in complex motion control and emotional expression [4]. - The year 2026 is anticipated to be a pivotal year for the large-scale deployment of humanoid robots, with expectations for increased integration into everyday life and various industries [4]. Summary by Sections 1. Weekly Market Review (February 1 - February 6, 2026) - The humanoid robotics index decreased by 0.80%, while the year-to-date performance shows an increase of 2.61%, outperforming the CSI 300 index [12]. - Among A-share humanoid robotics stocks, Kailong High-Tech had the highest weekly gain of 72.80%, while Dongwei Semiconductor saw the largest decline of 14.72% [16]. 2. Weekly Hotspot Review 2.1 Policy News - Zhejiang Province plans to strategically develop future industries, including humanoid robotics and biomanufacturing [19]. - The Ministry of Agriculture aims to enhance AI applications in agriculture, expanding the use of drones and robots [19]. - Guangdong Province's implementation plan supports the growth of AI and intelligent robotics service providers [19]. 2.2 Product and Technology Iteration - UBTECH announced the open-source embodiment intelligent model "Thinker," designed for rapid response and precise spatial awareness in industrial humanoid robots [20]. - The global live broadcast of the robot gala "Robot Wonderful Night" was announced, featuring over 200 robots [21]. - Yujian has commenced mass production of its third batch of full-size industrial humanoid robots [21]. 2.3 Investment and Financing - Shanghai Zhuoyide Robotics completed nearly 100 million RMB in Pre-A+ financing to expand into new service areas [22]. - Renxin Robotics secured millions in A+ financing, focusing on intelligent welding solutions [22]. - Xinmi Er Vision completed over 100 million RMB in A and A+ financing, targeting AI and intelligent robotics applications [23]. 2.4 Key Company Developments - Haozhi Electromechanical reported small batch orders for its core products from humanoid robot manufacturers [24]. - Hongfuhan signed a 480 million RMB contract with Guangdong Quanxiang for the supply of various robotic products [25].