机械设备：小鹏发布人形机器人Iron，已进入工厂“拧螺丝”

Investment Rating - The industry is rated as "Outperform the Market" [3] Core Viewpoints - Xiaopeng Motors has launched its next-generation humanoid robot, Iron, which features a design closer to human form and has entered trial operation in its Guangzhou factory for basic assembly tasks [2] - The humanoid robot market in China is projected to reach 2.158 billion yuan in 2024 and nearly 38 billion yuan by 2030, with a compound annual growth rate (CAGR) exceeding 61% from 2024 to 2030 [2] Summary by Sections Product Features - Iron stands 178 cm tall, weighs 70 kg, and has 62 degrees of freedom, making it more human-like in structure [2] - The robot's hands are designed to match human hand dimensions with 15 degrees of freedom and tactile feedback [2] - Equipped with a self-developed AI chip, Iron has a computing power of 3000T, enhancing task processing speed and accuracy [2] - The AI Eagle Eye vision system allows for 720° environmental perception [2] Market Potential - The development of intelligent humanoid robots is seen as a significant technological advancement that could alleviate repetitive physical labor in society [2] - The sales of humanoid robots in China are expected to grow from approximately 4,000 units to 271,200 units by 2030 [2] Investment Suggestions - Suggested companies to watch include sensor manufacturers like Amperelong and Hanwei Technology, suppliers such as Sanhua Intelligent Control and Top Group, and motor producers like Boke Co. and Weichuang Electric [2]