Investment Rating - The report maintains a "Standard" investment rating for the mechanical equipment industry, indicating that the industry index is expected to perform within ±10% of the market index over the next six months [40]. Core Insights - The application scenarios for humanoid robots are expected to accelerate, supported by infrastructure projects that bolster domestic engineering machinery demand [1][3]. - The mechanical equipment sector has shown a bi-weekly increase of 1.84%, outperforming the CSI 300 index by 0.82 percentage points, ranking 14th among 31 sectors [11][15]. - The engineering machinery sub-sector has the highest growth, with a bi-weekly increase of 4.17% and a monthly increase of 9.36% [18]. Summary by Sections Market Review - As of July 31, 2025, the mechanical equipment industry has increased by 1.84% bi-weekly, 5.67% monthly, and 15.49% year-to-date, outperforming the CSI 300 index by 0.82, 2.12, and 11.92 percentage points respectively [11][15]. Valuation Situation - The current PE TTM for the mechanical equipment sector is 28.51 times, with sub-sectors showing varied valuations: General Equipment at 36.24, Specialized Equipment at 28.01, Engineering Machinery at 21.35, and Automation Equipment at 47.37 [2][22]. Industry News - The commencement of the Yarlung Tsangpo River downstream hydropower project on July 19 is expected to significantly support long-term demand for domestic engineering machinery [3][34]. - The global robot market is projected to exceed $400 billion by 2029, with China accounting for nearly 50% of this market [34]. Company Announcements - Companies such as Huichuan Technology and Green's Harmonic are recommended for attention due to their strong market positions and growth potential in the humanoid robot and servo product sectors [36][37]. Weekly Insights - The report highlights the anticipated launch of Tesla's Optimus Gen3 humanoid robot and the introduction of a medical care robot by Fourier, indicating a growing trend in humanoid robot applications [3][36].

机器人板块今日低开高走，截至10:35，国证机器人产业指数上涨0.8%，奥比中光-UW涨超7%，奥 普特、绿的谐波涨超3%。截至昨日，跟踪该指数的机器人ETF易方达（159530）本月已"吸金"超15亿 元，产品最新规模较年初增超17倍，增速位居股票型ETF前三。 昨日，具身智能机器人公司逐际动力正式发布全尺寸通用人形机器人LimX Oli，售价15.8万元起。 据悉，该机器人身高165cm，拥有31个机身自由度，主要面向AI科研人员、机器人开发者及解决方案系 统集成商等泛通用机器人从业者，为复杂感知、运动控制与交互算法的训练、验证和落地提供全方位的 高效支持。 国证机器人产业指数覆盖机器人产业链各核心环节，今年4月10日指数修订生效后，人形机器人相 关成分股权重在所有ETF跟踪的指数中居于第一。Wind数据显示，自修订生效至昨日，该指数已累计涨 近20%，涨幅领跑其他同类指数。机器人ETF易方达（159530）规模在该指数相关产品中居第一，可助 力便捷布局产业发展机遇。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内 ...

LimX Oli 身高165cm，拥有31个机身自由度（不含末端执行器） 。 凭借全自研本体结构与全身运 控算法的双重优势， LimX Oli 为开发者提供了稳定可靠的通用平台，适用于步态规划、灵巧操作、 多模态交互与强化学习训练等重要任务的研究和训练。 面向 AI科研人员、机器人开发者及解决方案系统集成商等泛通用机器人从业者，LimX Oli提供 Lite、EDU及Super三个版本，为复杂感知、运动控制与交互算法的训练、验证和落地提供全方面的 高效支持。 SDK接口全开放，支持访问本体状态和传感器数据、底层关节控制与高层任务调度等，适用于从遥 操作系统构建到模仿学习数据采集等多样化研发场景。 据 IPO早知道消息， 逐际动力 LimX Dynamics 于 7月28日 正式发布全尺寸通用人形机器人 LimX Oli，售价15.8万元起，即日起开放预订。 逐际动力"IDS生态战略"中的核心产品之一。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 此外， LimX Oli 的硬件与SDK接口丰富齐全、定义明确、开放性强，原创的易用设计实现软硬件 高度模块化。 硬件支 ...