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% [26]. Core Insights - The humanoid robot concept index increased by 6.57% from June 22 to June 27, 2025, outperforming the CSI 300 index by 4.61 percentage points. Year-to-date, the humanoid robot index has risen by 36.88%, surpassing the CSI 300 index by 34.22 percentage points [2][11]. - Key companies in the humanoid robot sector are actively pursuing technological advancements and strategic partnerships, with significant investments being made to enhance product capabilities and market reach [4][5][22]. Weekly Market Review - The humanoid robot index saw a weekly increase of 6.57%, with notable performers including Liyuanheng, which rose by 30.89%, while Jack Co. experienced a decline of 7.67% [11][12]. - The report highlights the growth of the humanoid robot industry, with various companies announcing new product developments and strategic initiatives aimed at enhancing their market positions [3][4]. Weekly Hotspots Review Policy Developments - Shandong aims to exceed a robot manufacturing industry scale of 50 billion yuan by 2027, fostering the growth of leading enterprises [3]. - Zhengzhou's AI innovation plan targets the establishment of 100 high-growth AI companies by the end of 2025, with a core industry scale exceeding 35 billion yuan [3][17]. Product and Technology Iteration - Innovations include the development of soft gel materials for robot skin that can sense pressure and temperature, and a high-resolution tactile sensing robotic hand [3][19]. - Google DeepMind introduced the Gemini Robotics On-Device model, enabling local operation of robots without internet connectivity [20]. Investment and Financing - Galaxy General completed a new round of financing amounting to 1.1 billion yuan, with total financing exceeding 2.4 billion yuan over two years [21]. - CASBOT secured nearly 100 million yuan in angel financing, while Feixi Technology completed a C round of financing in the hundreds of millions of dollars [21]. Key Company Announcements - Haier has established a robotics division focusing on both industrial and domestic service robots, with plans to evolve towards humanoid robots [4][24]. - Aon Electric has formed a robotics subsidiary, developing products applicable to service and humanoid robots [22].

完整早报音频，请点击标题下方小耳机收听 【唯品会副总裁被公安机关调查，公司最新回应】 6 月 22 日消息，唯品会营销副总裁冯佳路被传因 内部反腐被抓，涉及金额巨大。据报道，唯品会向记者表示，唯品会对贪腐行为零容忍。副总裁 Tony （冯佳路）因涉嫌个人经济问题正在配合公安机关调查，公司业务运营一切正常。知情人士 称，冯佳路在唯品会负责品牌营销等工作。公开信息显示，冯佳路现任唯品会副总裁，拥有超过 10 年的品牌营销及公关传播管理经验，曾任宝洁旗下玉兰油大中华区品牌总监；同时担任过国际公关公 司万博宣伟顾问，拥有北京外国语大学经济学和英语文学双学士学位。（每日经济新闻） D ਮ l T 【酷态科回应 6 号移动电源 3C 认证资质异常】 6 月 2 2 日， CUKTECH 酷态科发文称，酷态科 6 号移动电源在产品设计与制造过程中，遵循国家标准要求。在第三方抽检工作中，因其中一个项目 测试方法与酷态科 6 号移动电源取得 CCC 证书申请的测试方法不同，导致该型号产品的 CCC 认证 资质出现异常。公司已向相关认证机构提交材料，说明产品技术参数及合规证明文件，并已同步开展 认证流程，积极配合第三方检测机构进 ...

1.【据称英伟达计划在AI服务器生产线上部署人形机器人】据媒体报道，两位知情人士透露，英伟达 正在与富士康洽谈，计划在美国得州休斯敦的一座新工厂内部署人形机器人，该工厂将用于生产英伟 达的AI服务器。消息人士称，这将是英伟达产品首次在生产线上由人形机器人协助下制造，同时也有 望是富士康首座在生产线上使用人形机器人进行生产的AI服务器工厂。报道称，预计这一部署将在未 来几个月敲定，最早明年第一季度启用，届时富士康将开始生产英伟达的新款GB300 AI服务器。目 前尚不清楚将在该工厂部署哪种类型的机器人、它们的外观或初期部署数量，也不清楚这些机器人在 工厂内将具体承担哪些工作。（财联社） 2.【论文：美国30%代码已由AI包办，年创百亿美元价值】据The Register报道，一篇于近期发布的 预印本论文显示，美国软件开发者在使用AI编程助手方面领先全球。研究通过分析2018年至2024年 间GitHub上的8000万条代码记录发现，在2024年，美国开发者提交的Python代码中约有30.1%由 AI生成。 论文指出，AI的采用与开发者生产力存在关联。当一名开发者的代码中有30%由AI辅助完成时，其季 度代码提 ...