装备新科技挖掘：特斯拉发布机器人新进展，柔性防护外层迎来发展机遇

Investment Rating - The report maintains a "Positive" investment rating for the mechanical equipment industry, indicating a favorable outlook for the sector [6]. Core Insights - The production of humanoid robots is expected to drive growth in the flexible protective outer layer market, leading to increased orders for related manufacturers [3]. - Tesla's Optimus robot has made significant advancements with the introduction of a flexible protective outer layer, enhancing its humanoid appearance and functionality [9][11]. - The flexible protective outer layer is designed to protect the robot and reduce safety risks during human-robot interactions, with domestic manufacturers making progress in this area [12]. Summary by Sections Industry Overview - The report focuses on the mechanical equipment industry, highlighting the potential for growth driven by advancements in robotics and related technologies [5]. Investment Recommendations - Key investment targets include Henghui Security (300952), Meirui New Materials (300848), and Nanshan Zhishang (300918), which are positioned to benefit from the growth in the flexible protective outer layer market [3]. Technological Developments - Tesla's Optimus robot has transitioned from a bare steel exterior to a more human-like design with a flexible protective outer layer, which is expected to open new market opportunities, especially in consumer-facing service scenarios [9][11]. - The flexible protective outer layer not only protects the robot but also enhances safety in collaborative environments, with domestic companies like Xiaopeng and Henghui Security making strides in this technology [12]. Market Potential - The flexible protective outer layer is anticipated to become a consumable item for robots, similar to clothing for humans, leading to higher replacement rates and a larger market space [15]. - The report suggests that as robotic applications become more widespread, consumer demand for customization in the appearance of robots will increase, further expanding the market for flexible protective outer layers [15].