东方证券：特斯拉发布机器人新进展 柔性防护外层迎来发展机遇

Group 1 - Tesla's Optimus robot has made significant progress with the introduction of a flexible protective outer layer, enhancing its humanoid appearance and reducing human-robot interaction risks [1][2] - The flexible protective outer layer is designed to safeguard the robot's components and ensure safety during human-robot collaboration, addressing potential risks from falls and collisions [2] - The market for flexible protective outer layers is expected to grow due to their non-standard tool attributes, consumable nature, and potential emotional value, similar to clothing for humans [3] Group 2 - The mass production of humanoid robots is anticipated to drive demand for flexible protective outer layers, benefiting related companies such as Henghui Security, Meirui New Materials, and Nanshan Zhishang [4]