机械设备：“We，Robot”发布会举行，特斯拉机器人持续进化

Investment Rating - The industry is rated as "Outperform the Market" [2] Core Viewpoints - The Tesla "We, Robot" event showcased the advanced humanoid robot Optimus, which demonstrated improved motion and intelligence, nearing human capabilities. The production cost of Optimus is projected to be between $20,000 and $30,000, making it more affordable than cars. The robot is expected to perform various tasks, enhancing daily life for individuals globally [1] - The humanoid robot market in China is predicted to reach a scale of 2.158 billion yuan in 2024 and nearly 38 billion yuan by 2030, with a compound annual growth rate exceeding 61% from 2024 to 2030. Sales of humanoid robots are expected to grow from approximately 4,000 units to 271,200 units during the same period [1] Summary by Sections Event Highlights - The "We, Robot" event featured the live demonstration of Optimus, which interacted with attendees, showcasing its advanced capabilities in movement and intelligence [1] - Elon Musk expressed confidence in the safety and reliability of Optimus, as evidenced by its interaction with the audience [1] Market Potential - The development of intelligent humanoid robots is seen as a significant technological advancement that could alleviate repetitive physical labor in society. Industry experts predict that humanoid robots will become as common as cars in the future [1] - The market for humanoid robots in China is expected to grow significantly, with projections indicating a rise in both market size and unit sales over the next several years [1]