马斯克画饼的Optimus，被这家中国公司先量产了！

Core Viewpoint - Tesla remains a focal point in the global humanoid robot sector, with its production timeline generating significant market interest. Recent developments, including a partnership with PharmAGRI for deploying 10,000 Optimus Gen3+ robots, have raised questions about Tesla's production capabilities and timelines, especially as actual production figures fall short of expectations [1][2]. Group 1: Tesla's Production Plans - Elon Musk announced plans to produce 5,000 Optimus robots by 2025, but reports indicate actual production is only in the hundreds, significantly below targets [1]. - In July, Musk revised the production goal to 50,000 units by 2026, with a projected unit price of 355,000 yuan, aiming for an annual production of 1 million units by 2030 at a reduced cost of 140,000 yuan per unit [1]. Group 2: Kepler Robotics Breakthrough - Kepler Robotics has launched the K2 Wasp, the first commercially available humanoid robot with a hybrid architecture similar to Tesla's Optimus, priced at 248,000 yuan, and has received over a thousand orders within a month [2][10]. - The K2 Wasp's self-developed components and strong supply chain support have enabled it to overcome production bottlenecks and control costs effectively [3][14]. Group 3: Technical Advantages of Kepler Robotics - Kepler's K2 Wasp features a hybrid drive architecture combining planetary roller screw actuators and rotary actuators, allowing for a more human-like walking gait and improved energy efficiency [8][10]. - The robot's self-developed roller screw actuator boasts a peak thrust of 8,200N and an energy conversion efficiency of 81.3%, while the rotary actuator achieves a peak torque of 220N.m with a positioning accuracy of 0.01 degrees [5][10]. Group 4: Performance and Reliability Testing - The K2 Wasp has demonstrated strong balance and adaptability in various environments, showcasing its potential for real-world applications in industrial settings [15][18]. - Kepler Robotics conducted practical training with SAIC General Motors, validating the K2 Wasp's capabilities in complex industrial tasks, such as body gap detection and material handling [18][20]. Group 5: Market Position and Future Outlook - The K2 Wasp can replace 1.5 workers in an 8-hour work shift, with a return on investment period estimated between 1.5 to 1.8 years, indicating significant cost savings for manufacturers [20]. - Kepler Robotics has secured thousands of framework agreement orders across various sectors, marking a significant step towards the commercialization of humanoid robots and establishing a new era of standardized equipment in smart manufacturing [20][24].