车中旭霞·2025-06-05 22:13Market Performance - The Guosen humanoid robot index decreased by 3.88% during the week of May 26-30, underperforming compared to the CSI 300 index by 2.79 percentage points and the Shanghai Composite index by 3.85 percentage points, with a year-to-date increase of 8.4% [1][4] - Notable stock performances include: - Top Group down 3.95% - Sanhua Intelligent Control down 4.58% - Zhongding Holdings down 5.6% - Yilun Shares down 5.07% - Beite Technology up 2.99% - Shuanglin Shares down 8.67% - Best down 5.62% - Zhejiang Rongtai down 7.73% - Xiangxin Technology down 6.27% - Slin Shares up 9.42% [1][4][6] Industry Dynamics - Elon Musk announced that the Optimus humanoid robot is expected to walk on Mars by 2027 [7] - Yushu Technology has changed its name and is set to launch a new robot [8] - Multiple companies, including Tesla and Xiaoma Zhixing, have released plans related to Robotaxi [8][9] - Honor has entered the humanoid robot field [8] - Zhijidong and Guangdong Province have established a joint laboratory for embodied intelligent robots [8] - The Galaxy General has launched a product-level end-to-end navigation model, TrackVLA, marking the large-scale application of humanoid robots [8] - The Embodied Intelligence Data Alliance has been established [8] - Daimeng's new tactile sensor debuted in the U.S. and received orders [8] Government News - Guangdong has established an intelligent industry fund with a target size of 10 billion yuan [26] - Shanghai Pudong has released 16 support policies for the embodied intelligence industry, with individual project support up to 200 million yuan [27] - The Longgang District in Shenzhen has unveiled the first government-affiliated agency for artificial intelligence and robotics [28] Financing Dynamics - Lumos Robotics completed an angel++ round of financing, raising nearly 200 million yuan [29] - Kepler Robotics completed a Pre A+ round of financing [30] - Digua Robotics announced a $100 million A round of financing [31] - UniX AI completed several hundred million yuan in angel and angel+ rounds [33] - Runyang Technology plans to invest up to 300 million yuan in Fourier Technology [34] - LeXiang Technology completed a billion-level angel+ round of financing [35] - Sichuan Embodied Technology completed several million yuan in angel round financing [36] - LeDong Robotics plans to list on the Hong Kong main board [37]