相对沪深300表现 《宇树机器人亮相2025年春晚，特斯拉2024Q4业绩会介绍机器人进展—— 人形机器人行业2025年1月月报（推荐）*汽车*吴铭杰，戴畅》——2025- 02-09 戴畅(证券分析师) 吴铭杰(证券分析师) S0350523120004 S0350524090003 daic@ghzq.com.cn wumj@ghzq.com.cn 《上海、安徽、杭州发布机器人支持政策，特斯拉、宇树科技更新机器人产品 进展视频——人形机器人行业12月月报（推荐）*汽车*戴畅》——2025-01- 04 证券研究报告 2025年03月16日 汽车 最近一年走势 相关报告 《华为具身智能中心正式启动，特斯拉机器人发布灵巧手最新视频——人形机 器人行业11月月报（推荐）*汽车*戴畅》——2024-12-01 宇树科技CEO王兴兴出席民营企业座谈会，Figure AI正式发布Helix模型 ——人形机器人行业2025年2月月报 评级：推荐(维持) -19% -9% 1% 11% 21% 31% 汽车 沪深300 2024/03 2024/05 2024/07 2024/09 2024/11 2025/01 | 表 ...

Core Viewpoints - The article highlights significant developments in the AI industry, including company layoffs, funding rounds, and technological advancements, indicating a dynamic and rapidly evolving market landscape [2][42]. Domestic Major Events - Tang Rui, founder of Zongmu Technology, addressed rumors of "running away," confirming he left the country for discussions on business restructuring and maintaining overseas operations [4]. - Shanghai-based AI company Lanma Technology has laid off dozens of employees and has not paid salaries for over three months, with the CEO seeking potential acquisition opportunities [5]. - GPU chip unicorn Muxi is reportedly undergoing a 20% workforce reduction, which the company claims is a normal adjustment unrelated to its upcoming IPO [5]. AI Hot News - Tesla's Full Self-Driving (FSD) feature has been launched in China, with some owners renting their vehicles for as much as 2888 yuan per day [6]. - Tesla's FSD in China has shown good adaptability to local traffic rules and conditions, with CEO Elon Musk emphasizing the use of video training for system optimization [6][7]. - Li Xiang, CEO of Li Auto, expressed confidence in competing with Tesla's FSD, highlighting the company's own advancements in autonomous driving technology [8]. AI Investment Overview - A total of 15 AI financing events were disclosed globally this week, a decrease of 13 from the previous week, with a total financing scale of 2.12 billion yuan [43]. - The majority of disclosed AI financing events were in the early stage, with 9 out of 12 events falling into this category [44]. Domestic AI Financing Events - LiblibAI, an AI painting original model platform, announced it completed a multi-hundred million yuan A+ round of financing, focusing on creating AI products for widespread use [49].