[Table_Main] 行业研究|工业 证券研究报告 工业行业周报、月报 2025 年 09 月 29 日 [Table_Title] 宇树 H2 将推出新品，新时达人形机 器人于海尔工厂完成部署 ——人形机器人产业周报 [Table_Summary] 报告要点： 周度行情回顾 2025 年 9 月 21 日至 9 月 26 日，人形机器人概念指数下跌 0.68%， 相较沪深 300 指数跑输 1.74pct；年初至今累计涨跌幅来看，人形机 器人概念指数上涨 77.17%，相较沪深 300 指数跑赢 58.07pct。A 股 人形机器人指数（iFinD 概念）相关个股中，力星股份周涨幅最 大（+26.96%），云南旅游周跌幅最大（-18.37%)。 周度热点回顾 -50% 0% 50% 100% 150% 200% 250% 2024-09-19 2024-10-20 2024-11-20 2024-12-21 2025-01-21 2025-02-21 2025-03-24 2025-04-24 2025-05-25 2025-06-25 2025-07-26 2025-08-26 2025-09-26 ...

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]