机器人行业周报：特斯拉再发Optimus视频，国内厂商陆续公布产品最新进展

Investment Rating - The report maintains an "Overweight" rating for the robotics industry, consistent with the previous rating [1]. Core Insights - Tesla's Optimus robot has shown significant advancements in autonomy, capable of visual obstacle avoidance, mapping, and interacting with humans. The year ahead is expected to be pivotal for humanoid robot mass production [2][6]. - Domestic companies are also making strides, with Kepler's K2 humanoid robot showcasing advanced capabilities and Yushu's G1 robot demonstrating impressive jumping ability [2][13]. - The financing landscape for robotics is active, with notable investments in companies like Shanghai Zhuoyide and Xingdong Jiyuan, indicating strong market interest and potential for growth [2][16]. Industry News and Company Dynamics - Tesla released a new video demonstrating the capabilities of the Optimus robot, highlighting its application in factory settings and its ability to assist human workers [6]. - Kawasaki Robotics introduced a new series of collaborative robots designed for various manufacturing applications, enhancing automation flexibility [9]. - Yushu Technology's G1 robot achieved a standing long jump of 1.4 meters, showcasing its advanced motion capabilities [13]. Financing Dynamics - Xingdong Jiyuan successfully completed a Pre-A round of financing totaling nearly 300 million yuan, aimed at accelerating the development of embodied intelligence technology and commercializing humanoid robots [16]. Investment Recommendations - Key components in the robotics supply chain, such as motors, reducers, sensors, and lead screws, are highlighted as areas of focus for investment. Recommended companies include: - Actuators and Motors: Sanhua Intelligent Control, Top Group, Mingzhi Electric - Reducers: Zhongdali De, Shuanghuan Transmission - Motor Control Chips: Fengcai Technology - Sensors: Donghua Testing, Keli Sensor, Obsidian Light - Lead Screws: Best, Wuzhou Xinchun, Hengli Hydraulic, Changsheng Bearing - Lead Screw Equipment: Huachen Equipment, Rifa Precision Machinery, Qinchuan Machine Tool, Zhejiang Haideman, and Sijin Intelligent [2][17].