人形机器人板块点评：春晚机器人本体相关合作公司梳理第3弹-20260214

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Insights - The report highlights the collaboration of Galaxy General Robotics with various companies, including the designation as the official embodied large model robot for the 2026 Spring Festival Gala [1][2] - Key partnerships have been established with companies such as Green Harmonics, Junsheng Electronics, and Tianqi Co., focusing on advanced robotics components and solutions [2] - Significant investments have been made in Galaxy General, including a 1.1 billion RMB funding round led by CATL, which enhances strategic development opportunities [2] Summary by Relevant Sections Company Developments - Green Harmonics has achieved international advanced levels in reducer precision through deep collaboration with Galaxy General [2] - Junsheng Electronics has completed the assembly of key robotic components and is supplying customized main control boards and energy management products [2] - Tianqi Co. has formed a joint venture with Galaxy General to focus on the development and application of embodied intelligent solutions [2] - Weifu High Technology has established a strategic partnership to develop dexterous robots and signed a memorandum with United Automotive for a joint lab [2] - Zhaowei Electromechanical has signed a strategic memorandum to promote the application of dexterous hand technology [2] - Meihu Co. is a core supplier of essential components for Galaxy General's embodied intelligence [2] - Junpu Intelligent has established a research institute for humanoid robots and is collaborating on commercial applications [2] - Baida Precision has signed a strategic cooperation agreement to deploy over 1,000 Galaxy General robots in industrial settings [2] - CATL led a significant funding round for Galaxy General, indicating strong investor confidence [2] - Other companies like Liyade and Chipstar Technology are also collaborating with Galaxy General on advanced robotics technologies [2]