机器人行业周报：特斯拉机器人已在工厂执行工作，小鹏Iron亮相发布会

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 begun performing tasks in factories, indicating a significant advancement in the humanoid robot's capabilities. Elon Musk has stated that the design improvements and supply chain complexities remain challenges for mass production [4][6]. - Xiaopeng's humanoid robot, Iron, was unveiled at the 2024 Xiaopeng AI Technology Day and has already started working in the factory, showcasing its advanced design and capabilities [3][11]. - Meta has released new research on robotic tactile perception, enhancing robots' ability to understand and interact with physical objects through AI-driven sensory feedback [4][12]. Summary by Sections Industry News and Company Dynamics - Tesla's Optimus robot is now operational in factories, with Musk addressing concerns about its short-term utility and emphasizing ongoing improvements [6]. - Xiaopeng's Iron robot features a humanoid structure, standing 178 cm tall and weighing 70 kg, with 62 degrees of freedom, and is equipped with advanced AI systems for autonomous movement [11]. - Clone Robotics has showcased a bionic humanoid robot torso that mimics human movement using artificial muscles [7]. Financing Dynamics - The humanoid robot market remains vibrant, with several companies completing Pre-A financing rounds, including X Square and Xinghai Tu, raising significant capital for development [4][17]. - Beijing Daqi Yuequan Bionic Technology Co., Ltd. has secured nearly 100 million RMB in Pre-A financing to enhance its humanoid robot research and commercialization efforts [17]. Investment Recommendations - The report suggests focusing on domestic robotics manufacturers and key component suppliers, including: 1. Complete machine manufacturers: Sailyus 2. Actuators and motors: Sanhua Intelligent Control, Top Group, Mingzhi Electric, and Koli [4][18]. 3. Gear reducers: Zhongdali De, Shuanghuan Transmission, and Ruide Intelligent Drive [4][18]. 4. Motor control chips: Fengcai Technology [4][18]. 5. Sensors: Donghua Testing and Koli Sensor [4][18]. 6. Screw components: Best, Wuzhou Xinchun, Hengli Hydraulic, and Changsheng Bearing [4][18]. 7. Screw equipment: Huachen Equipment, Rifa Precision Machinery, and Qinchuan Machine Tool [4][18].