● 本报记者 郑萃颖 "在工业制造领域，有许多产品类型多、单次产量少的生产场景，传统工业控制技术无法适配，急需具 身智能来提供解决方案。"配天机器人首席技术官郭涛日前向中国证券报记者介绍，具身智能的应用有 望进一步提升大量场景的生产效率。 开年以来，各类经营主体主动作为，以资本注入、技术攻关、场景应用多维发力，推动具身智能从技术 概念走向产业实践。一方面，人形机器人赛道热度延续，持续获得资本青睐；另一方面，上市公司持续 发挥产业链引领作用，引入具身智能系统，在装配、转运、检测等环节实现柔性生产，推动传统产业向 高端化、智能化转型。 同时，具身智能企业资本化进程提速。1月，星海图、众擎机器人完成股改。此前，已有宇树科技、乐 聚机器人、云深处完成股改并启动上市计划，魔法原子公开宣布将加速上市进程。此外，玖物智能已于 近日向港交所主板递交上市申请，该公司面向先进制造领域提供智能具身产业机器人解决方案及产品。 安永大中华区上市服务主管合伙人何兆烽表示："面向具身智能产业，一级市场的融资热度预计将在一 定时间内持续，同时投资者也较为关注企业财务健康度、商业化可行性和技术落地能力。" 在产业端，上市公司发挥产业链引领作用 ...

● 本报记者 郑萃颖 "在工业制造领域，有许多产品类型多、单次产量少的生产场景，传统工业控制技术无法适配，急需具 身智能来提供解决方案。"配天机器人首席技术官郭涛日前向中国证券报记者介绍，具身智能的应用有 望进一步提升大量场景的生产效率。 开年以来，各类经营主体主动作为，以资本注入、技术攻关、场景应用多维发力，推动具身智能从技术 概念走向产业实践。一方面，人形机器人赛道热度延续，持续获得资本青睐；另一方面，上市公司持续 发挥产业链引领作用，引入具身智能系统，在装配、转运、检测等环节实现柔性生产，推动传统产业向 高端化、智能化转型。 热度持续升温 "2026年，预计国内具备稳定运行能力、可进入真实场景测试和应用的具身智能机器人产量规模将持续 扩大。"傅利叶创始人兼CEO顾捷对记者说，各家企业积极探索具身智能在多元场景落地应用，推动具 身智能从技术概念走向产业实践。 工业领域的具身智能机器人应用潜力正待挖掘。"目前，虽然全国在役工业机器人超过200万台，但工业 机器人密度仍有提升空间，需求存在巨大缺口。"郭涛表示，工业领域存在大量"多品种、小批次"的生 产场景，传统工业控制技术无法适配，需要具身智能提供解决方案。 ...

Group 1 - The humanoid robot concept has shown initial strength in the market, with companies like Baida Precision and Tianqi Co., Ltd. both hitting the daily limit up [1] - Zhongkong Technology has increased by over 10%, indicating strong investor interest in the sector [1] - Other companies such as Zhaofeng Co., Lushan New Materials, Hanwei Technology, Green Harmonics, and Fuda Co., Ltd. have also seen significant gains, contributing to the overall positive trend in the humanoid robot industry [1]

人形机器人概念拉升 午后，人形机器人概念布局拉升，锋龙股份（002931）18连板，天奇股份盘中涨停，兆丰股份、汉宇集团跟涨。 消息面上，工业和信息化部副部长张云明在发布会上表示，将发布人形机器人与具身智能综合标准化体系建设指南。张 云明指出，下一步，工业和信息化部将持续推动人形机器人技术创新和迭代升级，以人形机器人为小切口带动具身智能 大产业发展。着力"攻技术"，持续组织揭榜挂帅等任务，布局国家科技重大项目，提升大模型、一体化关节、算力芯片 等技术水平。 锋龙股份斩获18连板。此前，锋龙股份公告，2025年12月24日，公司控股股东及实际控制人等与深圳市优必选科技股份 有限公司签署了股份转让协议，优必选拟通过"协议转让+要约收购"的方式入主锋龙股份，交易完成后公司控股股东及实 际控制人将发生变更。 光伏板块多股涨停 午后，光伏概念持续拉升，隆基绿能封涨停，此前连城数控、欧普泰、拉普拉斯等多股涨停，艾能聚、天合光能、高测 股份、帝科股份等涨幅居前。 1月23日，三大指数集体高开，全天维持震荡走势。截至收盘，沪指涨0.33%，深证成指涨0.79%，创业板指涨0.63%。 盘面上，光伏产业链爆发，太空光伏方向领涨 ...

1月23日，三大指数集体高开，全天维持震荡走势。截至收盘，沪指涨0.33%，深证成指涨0.79%，创业板指涨0.63%。 盘面上，光伏产业链爆发，太空光伏方向领涨。商业航天概念股再度大涨，基本金属板块掀涨停潮，AI应用、机器人题 材活跃。算力硬件产业链调整，CPO方向领跌。 人形机器人概念拉升 午后，人形机器人概念布局拉升，锋龙股份（002931）18连板，天奇股份（002009）盘中涨停，兆丰股份（300695）、 汉宇集团（300403）跟涨。 消息面上，工业和信息化部副部长张云明在发布会上表示，将发布人形机器人与具身智能综合标准化体系建设指南。张 云明指出，下一步，工业和信息化部将持续推动人形机器人技术创新和迭代升级，以人形机器人为小切口带动具身智能 大产业发展。着力"攻技术"，持续组织揭榜挂帅等任务，布局国家科技重大项目，提升大模型、一体化关节、算力芯片 等技术水平。 固态电池概念走强 固态电池概念震荡走强，欧克科技（001223）涨停，纳科诺尔、先惠技术、容百科技涨幅靠前。 消息面上，1月22日，广汽集团在互动平台回答投资者提问时表示，公司正积极推进全固态电池的自主研发与产业化落 地，2025年11 ...

Group 1 - The humanoid robot concept has seen a partial surge in the market, with Tianqi Co., Ltd. reaching the daily limit increase [1] - Fenglong Co., Ltd. has achieved an 18-day consecutive rise in stock price [1] - Other companies such as Zhaofeng Co., Hanyu Group, Yuntian Lefe, Haozhi Electromechanical, Green Harmony, and Changsheng Bearings have also experienced stock price increases [1]

Group 1 - The company has products such as bearings and screw rods that can be applied in the aerospace field and is actively promoting communication and cooperation with downstream customers [2] - The company has invested in Jiaxing Yinzhao Equity Investment Partnership to expand into aerospace intelligent manufacturing [2] - The partnership has invested in Beijing Lanta Guangchuan Intelligent Technology Co., Ltd., which focuses on satellite data transmission solutions, providing high-bandwidth, low-latency low-orbit satellite communication services [2]

证券日报网讯1月22日，兆丰股份（300695）在互动平台回答投资者提问时表示，公司将严格按照监管 规则进行信息披露，请关注公司后续公告。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry [8]. Core Insights - The humanoid robot concept index increased by 1.48% from January 11 to January 16, 2026, outperforming the CSI 300 index by 2.05 percentage points. Year-to-date, the humanoid robot index has risen by 6.49%, also surpassing the CSI 300 index by 4.29 percentage points [3][14]. - The report highlights that 2026 is expected to be a significant year for humanoid robot applications, with a recommendation to focus on the related industry chain [6]. Weekly Market Review - From January 11 to January 16, 2026, the humanoid robot concept index rose by 1.48%, outperforming the CSI 300 index by 2.05 percentage points. The index has a year-to-date increase of 6.49%, exceeding the CSI 300 index by 4.29 percentage points [3][14]. - Among A-share humanoid robot index stocks, Sanwei Tiandi had the highest weekly increase at +24.36%, while Daye Co. experienced the largest decline at -20.98% [18][19]. Weekly Hotspots Review Policy Developments - The Ministry of Industry and Information Technology emphasized the need to promote the large-scale application of humanoid robots and health monitoring devices in homes, communities, and elderly care institutions [4][21]. - Shanghai's three-year action plan (2026-2028) aims to support the transformation and upgrading of advanced manufacturing, including investments in humanoid robots [4][22]. - Hangzhou's proposal for the 15th Five-Year Plan includes accelerating the development of artificial intelligence and visual intelligence industries [4][22]. - Jiangsu's "Artificial Intelligence +" action plan focuses on developing humanoid robot technology and applications [4][23]. Product and Technology Iteration - UBTECH has formed a strategic partnership with the National Robot Testing and Evaluation Center to enhance the quality of humanoid robot components [4][24]. - ZhiYuan Robotics has purchased training data from the Hubei Humanoid Robot Innovation Center [4][25]. - ZhiJi Dynamics launched the LimX COSA system, enabling humanoid robots to integrate advanced cognitive functions [4][25]. - A new intelligent technology company was established in Shanghai by ZhiYuan Robotics and its affiliates [4][26]. Investment and Financing - Self-variable robots completed a 1 billion yuan A++ round of financing, attracting investments from major firms like ByteDance and Meituan [5][27]. - The robot leasing platform "Qingtian Rent" secured seed round financing [5][28]. - StarTech Microelectronics raised several hundred million yuan in equity financing to enhance its chip development for various applications, including humanoid robots [5][29]. Key Company Announcements - Lens Technology has established a vertically integrated manufacturing platform for humanoid robots, delivering products to leading clients [5][30]. - Zhiwei Intelligent has secured customer orders in the "big and small brain" controller sector for robots [5][30]. - Nasda has launched competitive technology solutions for motor control and battery management, with products already shipped to major companies [5][30]. - Zhaofeng Co. announced a 100 million yuan interest-free loan to its subsidiary for the industrialization of humanoid robots and automotive precision components [5][31].

Investment Rating - The report maintains a "Recommendation" rating for the industry [8] Core Insights - The humanoid robot concept index increased by 1.48% from January 11 to January 16, 2026, outperforming the CSI 300 index by 2.05 percentage points. Year-to-date, the humanoid robot index has risen by 6.49%, exceeding the CSI 300 index by 4.29 percentage points [3][14] - The report highlights that 2026 is expected to be a significant year for humanoid robot applications, suggesting investors pay attention to the related industry chain [6] Weekly Market Review - The humanoid robot index saw a weekly increase of 1.48%, with notable individual stock performances: Sanwei Tiandi had the highest weekly gain at +24.36%, while Daye Co. experienced the largest drop at -20.98% [3][18] Weekly Hotspots Review Policy Developments - The Ministry of Industry and Information Technology emphasized the need to promote the large-scale application of humanoid robots and health monitoring devices in various settings such as homes and elderly care institutions [4][21] - Shanghai's three-year action plan (2026-2028) aims to support advanced manufacturing transformation and upgrade, including investments in humanoid robots [4][22] - Hangzhou's proposal for the 15th Five-Year Plan includes the development of AI and visual intelligence as trillion-yuan industry clusters [4][22] - Jiangsu's "Artificial Intelligence +" action plan focuses on developing humanoid robot technology and applications [4][23] Product and Technology Iteration - UBTECH has formed a strategic partnership with the National Robot Testing and Evaluation Center to enhance the quality and verification of humanoid robot components [4][24] - ZhiYuan Robotics has purchased training data from the Hubei Humanoid Robot Innovation Center [4][25] - ZhiJi Dynamics launched the LimX COSA system, integrating high-level cognition with full-body control for humanoid robots [4][25] - A new intelligent technology company was established in Shanghai by ZhiYuan Robotics and its affiliates [4][26] Investment and Financing - Self-variable robots completed a 1 billion yuan A++ round of financing, backed by major investors including ByteDance and Meituan [5][27] - The robot leasing platform "Qingtian Rent" secured seed round financing [5][28] - StarTech Microelectronics raised several hundred million yuan in equity financing to enhance its chip development for various applications [5][29] Key Company Announcements - Lens Technology has established a vertically integrated manufacturing platform for humanoid robots, delivering products to major clients [5][30] - Zhiwei Intelligent has secured customer orders for its humanoid robot control systems [5][30] - Nasda has begun mass shipments of competitive technology solutions to leading companies in the robotics sector [5][30] - Zhaofeng Co. announced a 100 million yuan interest-free loan to its subsidiary for the industrialization of humanoid robots [5][31]