Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7][28]. Core Insights - The humanoid robot concept index increased by 4.26% from August 10 to August 15, 2025, outperforming the CSI 300 index by 1.88 percentage points. Year-to-date, the humanoid robot index has risen by 60.94%, surpassing the CSI 300 index by 50.95 percentage points [2][12]. - Key companies in the humanoid robot sector are actively engaging in partnerships and technological advancements, with significant investments being made to enhance their capabilities and market presence [4][5]. Weekly Market Review - From August 10 to August 15, 2025, the humanoid robot concept index rose by 4.26%, outperforming the CSI 300 index by 1.88 percentage points. Year-to-date, the humanoid robot index has increased by 60.94%, outperforming the CSI 300 index by 50.95 percentage points. Among A-share humanoid robot stocks, Jintian Co. saw the highest weekly increase at +34.32%, while Songlin Technology experienced the largest decline at -10.47% [2][12][16]. Weekly Hotspot Review Policy Developments - Beijing Economic and Technological Development Zone announced a comprehensive support policy for the humanoid robot industry, including ten key measures to promote innovation and development [3][20]. - Hangzhou's Development and Reform Commission is drafting regulations to promote the humanoid robot industry, focusing on core technology and encouraging research and development [3][20]. Product and Technology Iteration - NVIDIA launched a new Cosmos world model designed for robots, which can be applied in data organization, robot planning, and video analysis [3][21]. - Zhiwei Intelligent introduced a robot control system based on NVIDIA Jetson and other chip platforms, applicable in various robotic scenarios [3][22]. - UBTECH released the Cruzr S2, a humanoid robot with 44 degrees of freedom, designed for complex operational tasks [3][22]. Investment and Financing - JD.com led a 1 billion yuan investment in Zhongqing Robotics, indicating strong interest in the humanoid robotics sector [4][24]. - Jiu Ding Investment plans to acquire a 53.29% stake in Nanjing Shenyuan Intelligent Technology for 213 million yuan, aiming to enhance its position in the robot supply chain [4][23]. - Lingdong General completed a multi-million yuan angel round financing to advance its humanoid robot development [4][24]. Key Company Announcements - Junsheng Electronics has signed cooperation agreements with domestic and international robot manufacturers to provide key components for humanoid robots [4][25]. - Jingu Co. entered a strategic partnership with Luming Robotics to explore new materials for robot components [4][25]. - Zhiyuan Robotics launched the first open-source platform for robot world models, enhancing the integration of visual understanding and action execution [4][26].

Robotics - Upbeat Electronics currently has no product layout in the robotics field [1] - New Times plans to launch an embodied intelligent welding solution in September this year [1] - Zhongke Magnetic Industry has established cooperation with ultra-lightweight humanoid robotic arm industry clients [1] - Zhiwei Intelligent has launched a robot brain control product line based on Nvidia Jetson and other chip platforms [1] - Daili New Materials has verified its robotic tendon samples with several domestic related manufacturers [1] - Tongda Hai is actively promoting native development and compatibility adaptation work based on the CANN ecosystem [1] AI and Large Models - Guoguang Electric values the research and development of new AI headphone products but has not yet achieved mass production [1] - Juxin Technology continues to build a low-power AI computing power platform, gradually expanding to more application scenarios beyond audio [1] - Heertai's tactile human body screen technology has been applied in the company's smart body-sensing clothing project [1] Solid-State Batteries - Del's shares have established a sample trial production line for solid-state batteries in Shanghai [1] - Tianhua New Energy has completed the research and development of lithium-rich manganese-based positive materials and sent samples for evaluation to multiple solid-state battery customers [1] Other Developments - Cambrian has denied rumors regarding large orders for carrier boards from a certain manufacturer [1] - Jiaxun Feihong has not collaborated with Huawei in the eSIM card communication module field [1] - Weifeng Electronics currently has products applied in the server power control field [1] - Saiteng Co., Ltd. has already delivered HBM equipment in batches [1] - Lens Technology is currently cooperating with customers to develop the next generation of cover glass [1] - Metro Design has developed a smart planning platform for urban rail transit based on multi-source data, which has been promoted in multiple cities [1] - Chongde Technology's dynamic pressure oil film sliding bearing products are mainly used in energy generation, industrial drive, petrochemical, and shipping fields [1] - Leyard provides display solutions for the "Panda Eye" training base [1] - Pengling Co., Ltd. has received mass production orders for its thermal management project from SAIC Passenger Vehicle [1]