Core Insights - Nasda has launched the world's first DSP chip G32R501 based on Arm® Cortex®-M52 dual-core architecture, designed for embodied robot applications, offering high computational performance, sensitive signal acquisition, and precise real-time control [2] Group 1: Product Features - The G32R501 chip utilizes Arm Helium technology and proprietary Zidian mathematical instruction extension units to meet the high computing power, efficiency, and precision requirements for perception, decision-making, motion control, and efficient human-robot interaction in embodied robots [2] - The company provides high-voltage servo controller solutions and six-axis robot joint drive controller solutions based on the G32R501 and EtherCAT communication chips, employing a dual-core parallel processing design to enhance dynamic performance, load capacity, precision, and response speed of robots [2] Group 2: Product Portfolio - The product lineup for humanoid robots includes joint controllers, real-time control DSP chips for dexterous hands, smart encoder chips, cerebellum computing chips, battery management master control chips, visual radar sensor chips, and torque sensor chips [2] - Some products have already been shipped in bulk to companies in the robotics and industrial automation sectors, such as Yushu Technology and Huichuan Technology [2]

Core Viewpoint - Nasda has launched the world's first DSP chip G32R501 based on Arm Cortex-M52 dual-core architecture, targeting applications in embodied robotics, emphasizing high computational performance, sensitive signal acquisition, and precise real-time control [1] Group 1: Product Features - The G32R501 chip leverages Arm Helium technology and proprietary Zidian mathematical instruction extension units to meet the high computing power, efficiency, and precision requirements of embodied robotics in perception and decision-making, motion control, and human-machine interaction [1] - The company offers high-voltage servo controller solutions and six-axis robotic joint drive controller solutions based on the G32R501 and EtherCAT communication chips, utilizing a dual-core parallel processing design to enhance dynamic performance, load capacity, precision, and response speed of robots [1] Group 2: Product Lineup - The product lineup for humanoid robots includes joint controllers, real-time control DSP chips for dexterous hands, smart encoder chips, cerebellum computing chips, battery management main control chips, visual radar sensor chips, and torque sensor chips [1] - Some products have already been shipped in bulk to companies in the robotics and industrial automation sectors, such as Yushu Technology and Huichuan Technology [1]

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][29]. Core Insights - The humanoid robot concept index experienced a decline of 0.68% from September 21 to September 26, 2025, underperforming the CSI 300 index by 1.74 percentage points. However, year-to-date, the humanoid robot index has increased by 77.17%, outperforming the CSI 300 index by 58.07 percentage points [2][12]. - The average growth rate of domestic robot-related companies in China reached between 50% and 100% in the first half of the year, highlighting a robust development in the industry [5][24]. Weekly Market Review - From September 21 to September 26, 2025, the humanoid robot concept index decreased by 0.68%, while the year-to-date performance shows a significant increase of 77.17% [12][18]. - Among A-share humanoid robot index stocks, Lixing Co. had the highest weekly gain of 26.96%, while Yunnan Tourism saw the largest decline of 18.37% [18][19]. Weekly Hotspots Review Policy Developments - Shanghai released the ITU standardization outlook for humanoid robots and a dataset standard during the "Pudong X" forum, indicating a push for standardization in the industry [21][22]. - The Ministry of Industry and Information Technology emphasized the development of new tracks such as humanoid robots and brain-computer interfaces during the 14th Five-Year Plan period [21][22]. Product and Technology Iteration - Zhiyuan Robotics received the first CR certification for humanoid robot datasets, marking a significant milestone in industry standards [23]. - Yushun Technology plans to launch a 1.8-meter tall humanoid robot in the second half of the year, showcasing advancements in stability and performance [24]. Investment and Financing - Noyiteng Robotics announced the completion of angel round financing, which will be used for technology development and market expansion [25]. Key Company Announcements - Haoneng Co. is collaborating with multiple companies in the humanoid robot sector and has begun mass production of certain products [26]. - Changying Precision reported supplying over 400 part numbers for humanoid robots, with significant revenue contributions from overseas brands [27]. - New Times has successfully deployed humanoid robots in the Haier Chongqing refrigerator factory, marking a step towards intelligent factory training [28].

Group 1: Forum Overview - The 2025 Summit will focus on "Embodied Intelligent Robots," featuring ten semiconductor companies presenting solutions in areas such as computation, perception, motion control, and communication [1] - Key challenges in the industrialization of embodied intelligent robots include precise motion control and generalized action capabilities [1][6] Group 2: Chip Developments - Chipsea Technology introduced the D9-Max, a high-performance edge AI SoC designed for embodied intelligence applications, emphasizing functional safety and meeting automotive standards [2] - Aixin Yuan Zhi's AX8850 processor integrates an eight-core A55 CPU and a high-performance NPU, supporting mainstream large model structures and real-time spatial interaction [2] - Wan You Jing Li launched the EB100 chip for low-power spatial rendering and display, already adopted by leading clients like Goer and Zhi Yuan Robotics [3] - Shanghai Xianji Semiconductor's HPM6E8Y chip features a RISC-V dual-core architecture for high-precision motion control in robotics [4] - Nasta's G32R501 chip is the world's first high-end real-time control MCU based on a dual-core Arm Cortex-M52 architecture, designed for harsh environments [5] Group 3: Industry Trends and Challenges - The integration of multi-sensor fusion is seen as crucial for enhancing perception and cognition in robots, with expectations that future robots will surpass human capabilities in perception [6] - The transition from copper to optical networks in robot communication is anticipated to address data transmission challenges and improve efficiency [7] - The most promising applications for humanoid robots in the next three years are expected to be in warehousing, logistics, hazardous environments, and security inspections [7]