科股早知道：人形机器人行业有望进入销量上升期

Group 1 - The humanoid robot industry is expected to enter a sales growth phase, with significant developments anticipated in 2026 as the design and structure of humanoid robots converge from their current diversity [2] - Tesla's Optimus 3 is projected to become a global reference point once launched, with the industry moving towards more standardized designs [2] - By the end of 2025, humanoid robots are expected to be finalized for specific factory applications, leading to increased sales as the industry matures and prices decline [2] Group 2 - NVIDIA is requesting suppliers to develop a new microchannel liquid cooling plate (MLCP) technology due to the high power consumption of its AI platforms, which may exceed 2000W [3] - The MLCP technology integrates the metal cover on the chip with a liquid cooling plate, improving heat dissipation efficiency and reducing size [3] - The expected thermal power of the Rubin GPU has increased from 1.8kW to 2.3kW, necessitating the introduction of MLCP by mid-2026 to maintain cooling efficiency [3]