机器人行业周报：特斯拉举办We Robot发布会，机器人运动流畅度再升级

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]. Core Insights - The robotics index underperformed the broader market during the week of October 7 to October 13, with the China Securities Robotics Index declining by 5.6%, trailing the Shanghai Composite Index by 2.0 percentage points [8]. - Tesla's "We Robot" event showcased significant advancements in the Optimus Gen-2 robot, which demonstrated improved fluidity in movement and interaction capabilities, including the ability to perform various tasks such as pouring water and recognizing objects [14][15]. - The establishment of the National Local Co-Built Embodied Intelligent Robot Innovation Center signifies a commitment to advancing the embodied intelligence industry, focusing on innovation and standardization [16]. - Agility Robotics has launched its RoboFab factory, aiming for an annual production capacity of 10,000 units, with initial production already underway [18]. - The report highlights several key players in the humanoid robot hardware sector, including companies involved in components such as actuators, sensors, and motors, indicating potential investment opportunities [3]. Summary by Sections Market Review - The robotics index experienced a decline of 5.6% during the specified week, underperforming major indices such as the Shanghai Composite and CSI 300 [8]. Industry Dynamics - Tesla's event on October 11 featured the Optimus Gen-2 robot, which exhibited enhanced interaction and movement capabilities, with a production cost estimated at $20,000 to $30,000 [14]. - The unveiling of the National Local Co-Built Embodied Intelligent Robot Innovation Center aims to enhance the innovation chain and reduce R&D costs for companies in the sector [16]. - The launch of the KUAVO humanoid robot by Leju Company includes a comprehensive technical framework and open-source resources for developers [16]. - Agility Robotics' RoboFab factory is set to produce 10,000 robots annually, with initial production already in progress [18]. - The collaboration between Fulin Precision and Zhiyuan Robotics marks an entry into the humanoid robot field, focusing on key hardware development [21]. Financing Dynamics - The industrial intelligent robot company Xinghaitu has completed a multi-million dollar angel round financing, indicating strong investor interest in the sector [22].