Market Performance - The Guosen humanoid robot index increased by 3.21% during the week (April 28 - May 2), outperforming the CSI 300 index by 3.64 percentage points and the Shanghai Composite index by 3.7 percentage points, with a year-to-date increase of 16.5% [1] - Notable stock performances include: - Top Group up 1.83% - Sanhua Intelligent Control up 5.3% - Zhongding Holdings up 7.66% - Silver Wheel Holdings up 2.75% - Xiangxin Technology up 12.17% - Shuanghuan Transmission up 4.56% - Slin Technology up 13.24% - Other companies also showed significant increases, with Meili Technology up 9.65% [1] Industry Dynamics - Chery delivered 220 humanoid robots in its first global batch [2] - Yushu's humanoid robot completed a 13.2 km run in 118 minutes [2] - UBTECH signed a small batch procurement contract for humanoid robots [2] - Lingchu Intelligent released the Psi R1 large model [2] - UPS is in talks with Figure AI for humanoid robot deployment [2] - Digital Huaxia launched the world's first dual-mode humanoid robot [2] - Strategic collaborations were established between Magic Atom, Tianqi Automation, and the Wuxi government for humanoid robots [2] - Government initiatives include Xi Jinping's emphasis on building a globally influential technology innovation hub and the establishment of the Shanghai embodied intelligence fund [2] - Various financing activities occurred, including nearly 100 million RMB in B3 round investment for Yinshi Robotics and several million-dollar rounds for other companies [2] Core Insights - Tesla's humanoid robot Optimus is gradually clarifying its mass production schedule, alongside ongoing developments from major players like Figure, Zhiyuan, Huawei, Yushu, and Xiaomi, indicating a potential acceleration in the humanoid robot industry [3] - The humanoid robot sector is expected to see significant growth, with 2025 projected as a pivotal year for industry explosion, presenting opportunities for industrial upgrades [3] - Investment recommendations include: - Assembly segment: Top Group, Sanhua Intelligent Control - Reducer segment: Shuanghuan Transmission, Precision Forging Technology - Other related companies: Silver Wheel Holdings, Junsheng Electronics, Ruihu Mould, Meili Technology [3]