机器人行业周报（0923-0929）：特斯拉发布会召开在即，重点推荐人形机器人板块

Investment Rating - The report maintains an "Outperform" rating for the robotics industry, indicating expected returns above the market average over the next six months [1][25]. Core Insights - The robotics index saw a significant increase of 14.6% from September 23 to September 29, outperforming the Shanghai Composite Index by 1.8 percentage points [8]. - Tesla is set to hold a press conference on October 10, 2024, likely to unveil updates on the Optimus robot and Robotaxi [12]. - Fourier has launched the GR-2 humanoid robot, featuring enhanced design, increased battery capacity, and improved dexterity in its robotic hand [14][15]. - The production of industrial robots in China increased by 20.0% year-on-year in August 2024, with a total output of 47,947 units [18]. Summary by Sections Market Review - The robotics index experienced a notable rise, with the China Securities Robotics Index increasing by 14.6% and the National Robotics Index by 15.2% during the week [8]. Industry Dynamics - Tesla's upcoming event is anticipated to showcase advancements in their humanoid robot and autonomous taxi technology [12]. - Fourier's GR-2 humanoid robot features a height of 175 cm, weight of 63 kg, and 53 degrees of freedom, with a single-arm load capacity of 3 kg [14]. - The GR-2's new dexterous hand has increased its single-hand degrees of freedom from 6 to 12, enhancing its ability to perform complex tasks [15]. - Tencent's "The Five" robot aims to interact harmoniously within human environments, featuring a unique four-legged and wheeled design [18][19].