2025世界人工智能大会召开，OptimusGen-3预计明年量产

Investment Rating - The report maintains an "Outperform" rating for the machinery equipment industry [1]. Core Insights - The robotics index outperformed the market, increasing by 2.6% during the week, surpassing the Shanghai Composite Index and the CSI 300 Index by 0.9 percentage points each [5][12]. - The 2025 World Artificial Intelligence Conference showcased over 3,000 cutting-edge exhibits, including more than 60 intelligent robots and numerous AI products, marking the largest scale in history [16]. - Tesla's Optimus Gen-3 is expected to be released by the end of 2025, with mass production starting in 2026, aiming for an annual production of 1 million units by around 2030 [16]. Summary by Sections Market Review - The robotics index rose by 2.6% from July 21 to July 27, outperforming the Shanghai Composite and CSI 300 indices by 0.9 percentage points each, while slightly underperforming the ChiNext index by 0.2 percentage points [5][12]. Industry Dynamics - The 2025 World Artificial Intelligence Conference featured significant product launches, including the Star Motion L7 humanoid robot, which boasts 55 degrees of freedom and a running speed of 4 m/s [17]. - The Walker S2 industrial humanoid robot from UBTECH incorporates a unique AI dual-loop system for enhanced operational efficiency, achieving 24/7 operation through innovative battery-swapping technology [21]. - Unitree R1, a new humanoid robot, has 26 joints and is priced starting at 39,900 yuan, integrating multimodal AI capabilities [25]. - ByteDance introduced the GR-3 model, a versatile robot capable of complex tasks, supported by the ByteMini robot featuring 22 degrees of freedom [29][30].