机器人行业周报：青心意创发布人形机器人Orca I，预计年内开启预售

Investment Rating - The report maintains an "Outperform" rating for the robotics industry, indicating that the overall return of the industry is expected to exceed the relevant market index by more than 5% over the next six months [32]. Core Insights - The robotics index underperformed the market during the week of October 28 to November 3, with the CSI Robotics Index declining by 3.6%, trailing the Shanghai Composite Index by 2.8 percentage points and the CSI 300 Index by 1.9 percentage points [12]. - Cyan's humanoid robot Orcal was launched, showcasing advanced capabilities such as bipedal walking and complex motion control, with expectations for pre-sales to begin in 2024 [18][21]. - Boston Dynamics' Atlas robot has entered factory testing and is capable of fully autonomous operations, utilizing machine learning algorithms for task execution without preset actions [22]. - The Chengdu humanoid robot "Gongga No. 1" was unveiled, setting records for being the lightest humanoid robot at 25 kg and achieving a maximum load of 5.5 kg, significantly outperforming industry standards [23][24]. - A collaboration between Stanford, Google, and other institutions resulted in the release of the largest robot operation dataset, DROID, which includes 76,000 demonstration trajectories and 350 hours of interaction data [25]. Summary by Sections Market Review - The robotics index underperformed the broader market indices, with specific declines noted in both the CSI Robotics Index and the National Robotics Index [12]. Industry Dynamics - Cyan's Orcal robot features 28 degrees of freedom and advanced motion control capabilities, aiming for a market launch in 2025 [18][21]. - Boston Dynamics' Atlas robot has demonstrated autonomous capabilities in a factory setting, enhancing operational efficiency [22]. - The Chengdu humanoid robot "Gongga No. 1" has achieved significant technological milestones, including a high load-to-weight ratio and extended operational endurance [23][24]. Financing Dynamics - Agility, a humanoid robotics company, successfully raised $150 million, positioning itself for the launch of its fourth-generation robot [27]. - Other companies in the sector, such as Zhixing Robotics and Ling Sheng Technology, have also secured significant funding to advance their robotic technologies [26].