Investment Rating - The industry investment rating is "Outperform the Market" [5] Core Insights - Tesla is hiring a "Robot Data Collection Operator" to assist in data collection for its Optimus humanoid robot, which involves wearing motion capture suits and performing specific actions to help engineers understand operational requirements [2] - Xiaopeng Motors plans to unveil its second-generation humanoid robot at the "1024 Technology Day," featuring over 60 joints for enhanced flexibility, similar in appearance to Tesla's Optimus [2] - The humanoid robot market in China is projected to reach 2.158 billion yuan in 2024 and nearly 38 billion yuan by 2030, with a compound annual growth rate (CAGR) exceeding 61% from 2024 to 2030, as sales are expected to grow from approximately 4,000 units to 271,200 units [2] Summary by Sections Section 1: Industry Developments - Tesla is actively recruiting for a role focused on data collection for its humanoid robot, indicating a significant investment in robotics technology [2] - Xiaopeng Motors is set to launch its second-generation humanoid robot, showcasing advancements in design and functionality [2] Section 2: Market Potential - The humanoid robot market in China is anticipated to experience rapid growth, with significant increases in market size and sales volume projected over the next several years [2]
机械设备：特斯拉招聘人形机器人数据收集人员，小鹏汽车将推出第二代人形机器人
Huafu Securities·2024-09-02 05:21