钢铁之"手"，能有多温柔？ 帕西尼所在的深圳南山区，有一条长约10公里的"机器人谷"，凭借"高校+研究院+企业"的技术转化和产 业协同体系，正成为众多企业云集的全球机器人产业高地。 在这里，创新链和产业链实现无缝对接：南方科技大学的实验室里，帕西尼研发的"多维触觉+人工智 能视觉"双模态灵巧手通过性能测试，15分钟后就能被送到一街之隔的深圳市优必选科技股份有限公司 试用。 制定三年行动计划、出台"揭榜挂帅"机制……政策助力深圳机器人产业迅速发展，目前已集聚7.4万余 家相关企业，总产值超2000亿元。 "深圳持续推动政策、资金、人才等创新资源更多向企业布局。"深圳市科技创新局局长张林介绍，设立 千亿元级产业引导基金、百亿元级天使母基金和20亿元科技创新种子基金，私募股权创投基金管理规模 超1.5万亿元；深化科技人才评价改革，汇聚高层次人才超2.6万人。 2024年，深圳国家高新技术企业数量突破2.5万家，平均每平方公里拥有12家。 捏起草莓，放进餐盘，草莓表面完好无损——凭借上千个高精度多维触觉传感器，帕西尼感知科技（深 圳）有限公司自研的机器人仿生灵巧手能精确感知温度、压力等15个维度的信息。 "深圳良好的 ...

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].

Group 1 - Vipshop's Vice President Feng Jialu is under investigation by public security for alleged corruption, with the company stating it has zero tolerance for such behavior and that business operations remain normal [3] - CUKTECH announced that the certification issue for its 6th power bank was due to a discrepancy in testing methods, and the company is actively cooperating with third-party testing agencies to resolve the issue, expecting to complete the certification process by July 2025 [5] - Chongqing Qianli Technology appointed Wang Jun, former president of Huawei's smart car solutions BU, as co-president, indicating a strategic move to strengthen leadership [6][10] Group 2 - Luckin Coffee is set to open its first store in the United States on June 30, 2023, as part of its expansion strategy into the U.S. market [23] - Bayzed Health's IPO in Hong Kong was oversubscribed by 25.9 times, with the final offering price set at HKD 4.22 per share, raising approximately HKD 561.7 million (around USD 71.6 million) [25] - Amazon exercised an option to acquire approximately 3.95% of Valu's shares, indicating ongoing investment in the consumer finance sector [25]

Group 1 - Nvidia plans to deploy humanoid robots in its AI server production line in a new factory in Houston, Texas, in collaboration with Foxconn, marking the first time humanoid robots will assist in the manufacturing of Nvidia products [1] - The deployment is expected to be finalized in the coming months, with production of Nvidia's new GB300 AI servers potentially starting in the first quarter of next year [1] Group 2 - A recent preprint paper indicates that approximately 30.1% of Python code submitted by American developers on GitHub in 2024 will be generated by AI, showcasing the leading role of the U.S. in utilizing AI programming assistants [2] - The paper also highlights a correlation between AI adoption and developer productivity, estimating that AI-assisted programming generates an annual economic value of approximately $9.6 billion to $14.4 billion in the U.S. [2] Group 3 - The DeepSite V2 version has been released, featuring the latest DeepSeek R1-0528 inference model, which allows users to create and iterate website pages through text prompts without the need for local environment setup [3] Group 4 - A research team from Beijing General Artificial Intelligence Research Institute and Peking University has developed the world's first bionic dexterous hand with high-resolution tactile perception and complete motion capabilities, significantly enhancing the sensory abilities compared to existing robotic hands [3]