机械设备：因时完成超亿元融资，特斯拉将于10月11日发布新品

Investment Rating - The industry investment rating is "Outperform the Market" [2] Core Insights - The report highlights that the humanoid robot market in China is expected to reach a scale of 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 [3] - The report emphasizes the significance of humanoid robots in taking over repetitive physical labor, which is seen as a beneficial technological direction for humanity [3] - The report mentions that Tesla will unveil new products on October 11, with a theme suggesting a focus on robotics, potentially including the latest version of the Optimus robot or Robotaxi [3] Summary by Sections Financing and Market Activity - Recently, InTime Robotics completed over 100 million yuan in Series B financing, with participation from several investment firms [3] - InTime Robotics has shipped over 1,000 units of its dexterous hands and over 10,000 units of micro servo cylinders by the end of 2023 [3] Market Forecast - The humanoid robot sales in China are projected to grow from approximately 4,000 units to 271,200 units by 2030 [3] Investment Recommendations - The report suggests monitoring various sectors related to humanoid robots, including sensors, suppliers, motors, lead screws, reducers, and machine vision [3]