Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7]. Core Insights - The humanoid robot concept index experienced a decline of 0.94% from June 29 to July 4, 2025, underperforming the CSI 300 index by 2.48 percentage points. However, year-to-date, the humanoid robot index has risen by 35.59%, outperforming the CSI 300 index by 31.36 percentage points [2][12]. - Key developments include the establishment of a 10 billion yuan investment fund in Hubei province for the humanoid robot industry, and significant advancements in product technology, such as Tesla's suspension of humanoid robot production for design adjustments and the launch of remote control technology by Yujian Technology [3][21]. Summary by Sections Weekly Market Review - From June 29 to July 4, 2025, the humanoid robot concept index fell by 0.94%, while the year-to-date performance shows a 35.59% increase compared to the CSI 300 index [2][12]. - Among A-share humanoid robot stocks, Taotao Automotive had the highest weekly gain at +29.82%, while Changhong Energy saw the largest decline at -10.13% [14][16]. Weekly Hotspots Policy Developments - Hubei province successfully established a 10 billion yuan humanoid robot industry investment fund, focusing on core areas of humanoid robots and artificial intelligence [18]. - Zhejiang province released implementation opinions to promote high-quality development of government investment funds, targeting future industries including humanoid robots [18]. - Shanghai announced key application scenarios for AI, embodied intelligence, and autonomous driving, prioritizing major projects [20]. Product Technology Iteration - Tesla has paused humanoid robot production to adjust design details, with expectations of a significant performance upgrade for the next version of Optimus [21]. - Yujian Technology introduced remote control technology for humanoid robots, demonstrating precise control from 1800 kilometers away [21]. Investment and Financing - Sainade completed a B++ round of financing exceeding 100 million yuan, aimed at accelerating the application of embodied intelligence [22]. - Zhejiang Yifei Intelligent Technology submitted a prospectus for an IPO on the Hong Kong Stock Exchange, with plans to invest in robot technology development [22]. Key Company Announcements - Prilite plans to invest 1 billion yuan in a new headquarters and R&D base in Guangzhou, focusing on modified plastics for humanoid robots [23]. - Xinbo Co. established a joint venture to expand into humanoid robot joint modules [23]. - Junpu Intelligent announced the start of mass production for humanoid robots in collaboration with Zhiyuan [24].