人形机器人行业点评报告：Optimus惊艳亮相“We，Robot”发布会，看好核心零部件供应商

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The recent "We, Robot" event showcased Tesla's humanoid robot Optimus, highlighting significant advancements in interaction capabilities and flexibility, with a projected production cost between $20,000 to $30,000 [1] - The humanoid robot industry is expected to become a disruptive product following computers, smartphones, and electric vehicles, driven by internal policies and external tech giants [1] - The market demand for humanoid robots in the manufacturing and domestic service sectors in China and the US is projected to reach approximately 203 billion to 318.5 billion yuan by 2030 [1] Summary by Sections Market Dynamics - The humanoid robot integrates advanced technologies such as AI, high-end manufacturing, and new materials, indicating a dual-driven phase by domestic and international manufacturers [1] - The integration of AI provides core intelligent functions for humanoid robots, which in turn offer a physical platform for AI applications [1] Investment Recommendations - Key recommended companies include Sanhua Intelligent Control, Beite Technology, Mingzhi Electric, and Keli Sensor, with continuous recommendations for Top Group, Best, Hengli Hydraulic, and others [1] - The report emphasizes the potential for domestic manufacturers to rise under the influence of external giants like Tesla and Nvidia, supported by favorable domestic policies [1] Valuation Table - The valuation table includes key companies in the humanoid robot sector, detailing stock prices, market capitalization, EPS, PE ratios, and ROE for 2023 and projections for 2024 to 2026 [3][4]