自动化设备行业：Omptius灵巧手再进化，坚定看好明年人形机器人量产落地

Investment Rating - The industry rating is maintained at "Overweight" [4] Core Insights - The humanoid robot industry in Chengdu has achieved significant breakthroughs, with the introduction of the R-DDIRM model, which enhances data collection efficiency and learning capabilities [4] - The humanoid robot market is expected to exceed $2 billion by 2027, with a compound annual growth rate (CAGR) of 154% from 2024 to 2027 [4] - Major application areas for humanoid robots include industrial sectors such as factories and logistics, as well as service scenarios enhanced by AI capabilities [4] Summary by Sections Industry Performance - The humanoid robot sector has seen advancements, particularly with Tesla's Optimus robot demonstrating improved dexterity and functionality [4] - The R-DDIRM model has a response speed comparable to humans and significantly reduces training frequency, enhancing the adaptability of humanoid robots [4] Market Outlook - The humanoid robot market is projected to grow rapidly, with key applications in industrial automation and service industries [4] - Companies like UBTECH and Agility Robotics are already implementing humanoid robots in logistics and factory settings [4] Investment Recommendations - The report suggests focusing on companies involved in the humanoid robot supply chain, as the industry is expected to benefit from increased production and application scenarios [4]