国元证券：人形机器人核心部件持续优化 人形机器人量产在望

Group 1 - Tesla's robot team updated the progress of Optimus, showcasing a demo where the robot successfully caught a tennis ball twice using its dexterous hands under remote operation [1] - The new hand/forearm system has double the degrees of freedom, with 22 degrees in the hand and 3 degrees in the wrist/forearm, indicating significant advancements in robotic dexterity [1] - Future optimization will focus on expanding tactile sensing integration and reducing the weight of the forearm [1] Group 2 - Continuous optimization of core components for humanoid robots suggests that mass production is on the horizon [2] - Companies to watch in this sector include Wuzhou New Spring, Green Harmony, and Keli Sensor [3]