机械设备行业动态跟踪：装备新科技挖掘-顺应人形机器人拟人化趋势，关注AMR传感器应用拓展

Investment Rating - The report maintains a "Positive" investment rating for the mechanical equipment industry, indicating an expectation of returns exceeding the market benchmark by more than 5% [7]. Core Insights - The trend towards more human-like robots is expected to enhance the overall freedom of movement, leading to an expansion in the encoder market. Related component manufacturers are likely to benefit, including companies such as Huichuan Technology, Hechuan Technology, and Xinjie Electric [4]. - Tesla's V3 version of the Optimus robot is anticipated to achieve breakthroughs in joint numbers and hand freedom, contributing to the goal of increased human-like characteristics in robots [10]. - Magnetic encoders are expected to benefit more than optical encoders from the increase in robot freedom of movement, as they are more cost-effective for mass production [10]. - AMR sensors are highlighted for their advantages in high-precision and compact designs, making them suitable for applications in dexterous robotic hands, which could lead to revenue growth for domestic manufacturers [10]. Summary by Sections Industry Overview - The report focuses on the mechanical equipment industry, particularly the advancements in humanoid robots and the application of AMR sensors [6]. Market Dynamics - The demand for agricultural machinery is expected to face pressure in 2025, with a potential improvement in 2026 [9]. - Tesla plans to increase investment in its robot production line, enhancing the certainty of mass production for the Optimus robot [9]. Technology Insights - AMR sensors are noted for their higher sensitivity and suitability for compact designs compared to Hall sensors, which are currently used in some robotic applications [11].