机械设备：特斯拉机器人野外行走，中国机器狗首次交付海外电力巡检

Investment Rating - The industry is rated as "Outperform the Market" [2][7]. Core Insights - Tesla's Optimus robot demonstrated impressive outdoor walking capabilities on rugged terrain, maintaining balance without visual input [1]. - The first large-scale application of a quadruped robot, X30, was successfully delivered to Singapore's energy group for tunnel inspection, marking a significant milestone for domestic robotics in overseas markets [1]. - The upcoming third-generation Optimus is expected to feature advanced tactile sensors and electronic skin, which could enhance its functionality and market potential [1]. Summary by Sections Tesla's Optimus Developments - Tesla released a new video showcasing Optimus's ability to walk on uneven outdoor surfaces, highlighting its neural network control capabilities [1]. - Optimus can perform tasks such as catching and placing a tennis ball, indicating advancements in dexterity and control [1]. Industry Applications - The X30 quadruped robot was delivered to Singapore's SP Group for power tunnel inspections, representing the first deployment of such technology in an overseas power system [1]. - Strategic partnerships are being formed to explore applications in nuclear and other specialized industries [1]. Future Prospects - The third-generation Optimus is anticipated to include enhancements such as a larger tactile sensing area and improved control mechanisms [1]. - Companies to watch include those involved in robotics and related technologies, such as UBTECH, Jingye Intelligent, and various sensor and motor manufacturers [1].