机械设备：特斯拉人形机器人展示22自由度灵巧手，接球动作表现亮眼

Investment Rating - The industry is rated as "Outperform the Market" [3] Core Insights - Tesla has showcased advancements in its humanoid robot, Optimus, demonstrating a new dexterous hand capable of catching a tennis ball, indicating significant progress in robotics technology [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 (CAGR) exceeding 61% from 2024 to 2030 [2] - The number of humanoid robots sold in China is expected to grow from approximately 4,000 units to 271,200 units during the same period [2] Summary by Sections Section: Tesla's Robot Development - Tesla's Optimus robot features a new hand design with 22 degrees of freedom, significantly improving its dexterity compared to previous models [1] - The new hand design utilizes a tendon-driven mechanism for enhanced control and flexibility [2] Section: Market Potential - The humanoid robot sector is anticipated to take over repetitive physical labor, benefiting society as a whole [2] - Nvidia's CEO has stated that the era of robots is upon us, with embodied intelligence being the next wave of artificial intelligence [2] Section: Investment Opportunities - Suggested companies to watch include those involved in dexterous hands, tendon mechanisms, sensors, and various components essential for humanoid robots [2]