机器人行业周报（0120-0126）：云深处发布机器狗山猫视频，看好四足机器狗商业化进程

Investment Rating - The report maintains an "Outperform" rating for the machinery equipment industry [1]. Core Insights - The robotics index outperformed the market, with a 4.0% increase, surpassing the Shanghai Composite Index by 3.7 percentage points and the CSI 300 Index by 3.5 percentage points during the week of January 20 to January 26, 2025 [6][12]. - Significant advancements in robotics technology were highlighted, including the successful delivery of a quadruped robot by Cloud Deep to Singapore's power grid and the inauguration of China's first heterogeneous humanoid robot training ground [16][19]. - Blue Sky Technology has successfully delivered humanoid robot products to Zhiyuan Robotics, indicating strong collaboration in the humanoid robotics sector [23]. - Nvidia's visit to the national innovation center for embodied intelligent robots underscores the growing interest and investment in robotics technology [26]. Summary by Sections Market Review - The robotics index increased by 4.0%, outperforming major indices [6][12]. - The industry total market capitalization is approximately 34,796.07 billion, with a circulating market value of 33,860.77 billion [4]. Industry Dynamics - Cloud Deep's quadruped robot demonstrated advanced capabilities, including jumping and navigating complex terrains, showcasing the potential for commercial applications [16]. - The establishment of the first heterogeneous humanoid robot training ground aims to enhance robot performance through data collection and simulation training [19][20]. - Blue Sky Technology's collaboration with Zhiyuan Robotics highlights the growing market for humanoid robots, with significant production capabilities [23]. Financing Dynamics - Xinjingcheng Sensor completed nearly 100 million in angel round financing, indicating strong investor interest in sensor technology [35]. - Aoyi Technology secured nearly 100 million in B+ round financing to accelerate the commercialization of brain-machine interfaces and dexterous hand products [35].