机械行业周报：特斯拉招聘工程师、Figure自研AI模型，人形机器人量产渐进

Investment Rating - The industry investment rating is "Positive" indicating an expected overall return exceeding 5% above the CSI 300 index in the next six months [38]. Core Insights - The report highlights Tesla's recruitment of engineers and Figure's self-developed AI model, indicating a progressive approach towards mass production of humanoid robots. Tesla aims to produce 10,000 units in 2025 and ramp up to 1 million units annually by 2026, with production costs projected to fall below $20,000 per unit [4][11][14]. - The humanoid robot industry is experiencing rapid development and technological iteration, emphasizing the importance of opportunities within the supply chain [4][11]. Summary by Sections Industry Viewpoints and Investment Recommendations - The report emphasizes the acceleration of Tesla's humanoid robot production plans and the significant breakthroughs made by Figure in autonomous AI development. Tesla's recruitment for key positions reflects its commitment to scaling production [4][11]. - The report suggests that the humanoid robot sector is on a fast track, with a focus on technological advancements and production scaling [4][11]. Industry Key News - The report mentions significant developments in the engineering machinery sector, including the launch of high-end cranes by XCMG and SANY Heavy Industry's overseas orders, indicating a robust market for engineering machinery [12][13]. - The establishment of Haier Brothers Robotics signifies Haier's strategic expansion into the robotics field, aiming to enhance its competitiveness in smart home and industrial automation markets [17]. Market Performance Review - During the period from February 3 to February 7, the CSI 300 index rose by 2.0%, while the machinery sector outperformed with a 4.7% increase, ranking 7th among all primary industries. The industrial robotics and control systems sub-sector saw the highest growth at 10.1% [31].