高端装备制造产业研究周报：特斯拉三代机器人发布在即，智元举办全球首个机器人晚会

Investment Rating - The report does not explicitly state an investment rating for the high-end equipment manufacturing industry, particularly in the humanoid robotics sector. Core Insights - 2026 is seen as a pivotal year for humanoid robots, with significant advancements expected in production and application scenarios, particularly in areas like navigation and inspection [6] - The report highlights a "robot arms race" globally, with major companies like Tesla and others making significant technological strides [6] - The report emphasizes the importance of supply chain convergence and technological iteration, focusing on key players and emerging opportunities in both domestic and international markets [6] Industry Frontiers - The humanoid robotics sector is experiencing a surge in activity, with notable events such as the release of the full-sized humanoid robot "Bolt" by Zhejiang University and the upcoming unveiling of Tesla's third-generation humanoid robot [10][12] - The report notes the acceleration of industry chain collaboration and ecosystem construction, driven by policy support and technological breakthroughs [10][12] Capital Trends - Significant capital movements are noted, including over 700 million RMB raised by the Beijing Humanoid Robot Innovation Center and various other funding rounds across the industry [5][34][43] - The report indicates a trend towards strategic partnerships and collaborations among companies, enhancing the overall investment landscape in humanoid robotics [43][45] Weekly Perspectives - The report discusses the dual drive of policy and technology in the humanoid robotics sector, with a focus on the integration of AI in agriculture and other applications [13] - It highlights the importance of commercial viability and the need for scalable applications in the industry, with a shift from industrial manufacturing to broader service applications [20]