机械设备：Figure02商业化快马加鞭，特斯拉optimus模型受热捧

Investment Rating - The industry is rated as "Outperform the Market" [2] Core Insights - The humanoid robot Figure 02 from Figure AI has shown a remarkable performance leap on BMW's production line, achieving a 400% increase in operational speed and a sevenfold improvement in task success rate. The deployment of more robots will generate vast amounts of data, driving continuous optimization of AI models in humanoid robotics [1] - Tesla's Optimus robot model, priced at $40, sold out within a day, with resale prices on platforms like eBay reaching up to $1,300. This model closely resembles Tesla's second-generation humanoid robot, featuring over 40 independent parts and 20 joints [1] - 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 exceeding 61% from 2024 to 2030. Sales are expected to grow from approximately 4,000 units to 271,200 units during this period [1] Summary by Sections - Investment Rating: The industry is rated as "Outperform the Market" [2] - Performance of Humanoid Robots: Figure 02 has demonstrated significant advancements in speed and task execution, indicating strong potential for future growth in the humanoid robotics sector [1] - Market Potential: The humanoid robot market in China is expected to experience substantial growth, with significant increases in both market size and unit sales projected for the coming years [1] - Product Popularity: The rapid sell-out of Tesla's Optimus model highlights strong consumer interest and market demand for humanoid robots [1] - Key Players and Components: The report suggests monitoring various companies involved in sensors, suppliers, dexterous hands, tendons, motors, lead screws, reducers, and machine vision, indicating a broad ecosystem supporting the humanoid robotics industry [1]