机器人行业周报：Optimus展示崎岖地形稳健行走，自主行走能力再升级

Investment Rating - The report maintains an "Outperform" rating for the robotics industry, indicating expected returns above the market benchmark over the next six months [1]. Core Insights - The robotics index outperformed the broader market, with a decline of only 0.3%, surpassing the Shanghai Composite Index by 0.03 percentage points, the CSI 300 Index by 0.7 percentage points, and the ChiNext Index by 1.1 percentage points [25]. - Tesla's Optimus showcased its ability to navigate rugged terrain without relying on visual systems, utilizing neural networks and sensors for autonomous movement [32]. - The second-generation humanoid robot developed by GAC Group is set to be officially released by the end of this year, featuring all-terrain capabilities and advanced AI integration [37]. - NVIDIA's new NaVILA model significantly improved robot navigation success rates to 88%, even in complex tasks [40]. Summary by Sections Market Review - The robotics index showed resilience, outperforming major indices during the week of December 9 to December 15, 2024 [25]. - Specific stocks within the robotics sector experienced varied performance, with notable declines in some while others showed gains [29]. Industry Dynamics - Tesla's Optimus demonstrated advanced walking capabilities on challenging terrains, indicating significant progress in robotics technology [32]. - The GAC Group's humanoid robot is designed for versatile applications, including remote and autonomous control, with a battery life exceeding six hours [37]. - The introduction of NVIDIA's NaVILA model marks a breakthrough in real-time decision-making for robots, enhancing their operational capabilities in diverse environments [40]. Financing Dynamics - Huawei significantly increased its investment in its subsidiary, Dongguan Jimu Robotics, raising its registered capital from 870 million RMB to 3.89 billion RMB, a 347% increase [48].