埃斯顿酷卓将发布人形机器人新品，他山科技开源触觉模拟仿真

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 [7][17]. Core Insights - The report highlights that Estun KUKA will officially launch its second-generation humanoid robot product, CODROID 02, on June 11. This new model will feature enhanced flexibility and adaptability in complex scenarios compared to its predecessor [4][6]. - The humanoid robot market in China is projected to reach nearly 38 billion yuan by 2030, with a compound annual growth rate (CAGR) exceeding 61% from 2024 to 2030. Sales of humanoid robots are expected to grow from approximately 4,000 units to 271,200 units during this period [6]. Summary by Sections Estun KUKA's Product Launch - Estun KUKA is set to release the CODROID 02 humanoid robot, which will have full joint movement capabilities and improved performance in complex environments [4][6]. Tashan Technology's Innovations - Tashan Technology has developed the first domestic simulation model based on real capacitive tactile sensors, which will facilitate the integration of tactile information in robotic applications, thereby reducing data collection costs and enhancing robot interaction capabilities [5]. Market Outlook - The report emphasizes the potential for humanoid robots to take over repetitive physical labor, benefiting society as a whole. The CEO of NVIDIA has stated that the era of robots has arrived, and humanoid robots are expected to become as ubiquitous as cars [6].