机械设备：乐聚第100台人形机器人交付，宇树展示人形机器人行走、奔跑等动作

Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [14]. Core Insights - The successful delivery of the 100th full-size humanoid robot by Leju marks a significant milestone, showcasing its capabilities in mass production and commercial viability, which boosts confidence in the humanoid robot industry in China [3][4]. - The advancements in humanoid robots, such as those demonstrated by Yushu Technology, highlight the increasing sophistication and stability of these machines, which can perform complex movements in various terrains [4]. - Tesla's Optimus robot is expected to release a new generation with enhanced tactile sensors and dexterity, indicating potential growth areas in the robotics sector [5]. Summary by Sections Humanoid Robot Developments - Leju's delivery of its 100th humanoid robot to BAIC Off-road Vehicle Company signifies a transition from "launch to mass delivery," enhancing its reputation in the industry [3]. - Yushu Technology's humanoid robot showcases advanced walking and running capabilities, demonstrating stability and adaptability in challenging environments [4]. Market Trends and Future Prospects - The humanoid robot industry is witnessing significant advancements, with companies like Tesla focusing on improving tactile feedback and control mechanisms, which could lead to increased market opportunities [5].