机械设备：Optimus再发视频，开普勒发布人形机器人先行者K2

Investment Rating - The industry rating is "Outperform the Market" [4] Core Insights - The recent developments in humanoid robots, such as Tesla's Optimus and Kepler's Pioneer K2, showcase significant advancements in autonomous capabilities, including environment exploration, task execution, and intelligent mobility [2][3] - The humanoid robot market in China is projected to grow significantly, with an estimated market size of 2.158 billion yuan in 2024 and nearly 38 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of over 61% from 2024 to 2030 [3] Summary by Sections Industry Overview - The report highlights the advancements in humanoid robots, emphasizing their potential to take over repetitive physical labor, which is seen as a beneficial technological trend for humanity [3] - The introduction of the Pioneer K2 by Kepler demonstrates the progress in dynamic perception, task planning, and autonomous learning capabilities [2] Market Projections - The Chinese humanoid robot market is expected to see sales increase from approximately 4,000 units to 271,200 units by 2030 [3] - The report indicates that the era of robots is upon us, with humanoid robots anticipated to become as ubiquitous as automobiles in the future [3]