Core Insights - The humanoid robot concept index increased by 4.71% from August 17 to August 22, 2025, outperforming the CSI 300 index by 0.53 percentage points [1][2] - Year-to-date, the humanoid robot concept index has risen by 68.52%, surpassing the CSI 300 index by 53.92 percentage points [1][2] - Chengdu Huamei had the highest weekly increase among related stocks at +36.23%, while Jack Co. experienced the largest weekly decline at -12.88% [2] Policy Developments - Shanghai has released an implementation plan to accelerate the development of "AI + Manufacturing," which includes building "AI + Manufacturing" factories and promoting the practical deployment of various types of embodied intelligence, represented by humanoid robots [3] Product and Technology Updates - Zhiyuan Robotics launched a new product, "Lingxi X2-W" [3] - Junsheng Electronics introduced the industry's first integrated embodied intelligent robot "Omni Controller" for chest and chassis assembly [3] - Tiantai Robotics signed a global order for 10,000 humanoid robots, marking the beginning of large-scale commercial use of humanoid robots [3] - Yushu Technology is set to launch a new humanoid robot with 31 degrees of freedom [3] - Huandong Technology's precision transmission R&D center and intelligent manufacturing base project has commenced in Zhejiang Province [3] - Zhiyuan's humanoid robot products "Lingxi X2 Youth Edition" and "Expedition A2 Youth Edition" are now available for pre-sale online [3] - Weimail VMR officially released the world's first humanoid robot head module, OmniHead [3] Investment and Financing Activities - Shibite Robotics completed a B+ round financing of over 100 million yuan, exclusively invested by Yicun Capital's Bit Songling Fund [3] - Shaping Technology completed a new round of financing led by Shunwei Capital, with existing shareholders including China Merchants Venture Capital and Deep Venture Capital participating [3] Key Company Developments - Yachuang Electronics announced that its power modules have achieved indirect bulk supply to META [4] - Shengshi Technology plans to establish a wholly-owned subsidiary to combine AI and humanoid robot technology with trendy toy innovation [4] - Xinzhi Group announced a deepening partnership with core client XD to further expand joint module cooperation [4] Market Perspective - On August 18, Zhiyuan Robotics launched three quadruped robot products targeting entertainment and education sectors, as well as industrial applications [5] - Zhiyuan's six core product lines are now available for sale on Zhiyuan Mall and JD Mall, indicating accelerated product and commercialization evolution [5]