机械行业周报：特斯拉更新机器人“盲走”视频，人形机器人商业化落地进程加速

Investment Rating - The report maintains an "Overweight" rating for the mechanical industry [4]. Core Insights - Tesla's recent update on the Optimus robot demonstrates accelerated commercialization progress, showcasing its ability to walk on uneven terrain without visual sensors, relying on a neural network for balance [4]. - The human-robot industry is expected to see significant growth in 2024, marking a pivotal year for commercialization [7]. - BYD has initiated recruitment for its embodied intelligence research team, focusing on various robotic applications [5]. - A major project in Anhui Province has been launched to develop key technologies for humanoid robots, involving collaboration with several academic and industrial partners [6]. Market Review - The mechanical industry index fell by 0.69% in the past week, ranking 20th among all primary industries [3][17]. - Specific segments showed varied performance: engineering machinery down 0.45%, general equipment down 0.12%, specialized equipment down 1.12%, while instruments and meters rose by 2.03% [18]. Industry Data Tracking - In November 2024, the PMI for engineering machinery was reported at 50.3%, indicating a slight increase [25]. - Excavator sales reached 18,000 units in November, up 17.9% year-on-year [27]. - The production of industrial robots in October was 51,000 units, reflecting a year-on-year increase of 53.9% [40]. Key Company Announcements - The report highlights several companies to watch in the humanoid robot supply chain, including sensor manufacturers and component suppliers [9].