重大变数，突然传来……

Core Insights - Tesla has decided to abandon its plan to produce thousands of Optimus humanoid robots this year due to technical issues, temporarily hindering Elon Musk's ambitions in the robotics field [1] - The release of Figure's first mass-production humanoid robot has drawn market attention, highlighting the competitive landscape in the humanoid robotics sector [1] Group 1: Tesla's Challenges - Tesla's engineering team encountered significant technical bottlenecks with the design of Optimus's hands and forearms, which are crucial for humanoid-like dexterity [2] - The hardware issues include overheating of the joint motors during heavy lifting, with temperatures reaching critical levels, and the current 2.3 kWh battery only supporting less than 2 hours of operation [2] - Software challenges have resulted in Optimus's actual handling efficiency being less than half that of human workers, leading to incomplete assembly of many units due to missing hand components [2] Group 2: Safety Concerns - A safety incident involving a Tesla employee being struck by an Optimus robot has raised concerns, resulting in a lawsuit seeking $51 million in damages against Tesla and its supplier [3] Group 3: Market Impact and Future Outlook - Musk's initial plan to produce 50,000 units of Optimus has been drastically reduced to a few hundred units, with the current production facing a complete halt [4] - Despite the setbacks, the robotics industry is viewed as having unprecedented opportunities, with predictions of a tenfold increase in domestic robot shipments by 2026 [4] - The robotics sector is approaching a critical point for commercialization, driven by advancements in technology and capital investments from leading companies [4] - Musk remains optimistic, showcasing the robot's capabilities in public appearances despite the ongoing challenges [4] Group 4: Competitor Developments - Figure has launched its first mass-production humanoid robot, which aims to serve various applications in households and industries, with significant improvements in production efficiency and cost reduction [5] - The new robot's manufacturing process has shifted to mold-based production, drastically reducing part manufacturing time and costs, with an initial production capacity of 12,000 units per year [5]