温馨提示 ： 点击下方图片，查看运营团队最新（12月）原创报告（共260页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微 信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 马年炒"马"，Optimus量产前夕，特斯拉发包在即，2026年开年，T链们走势反转失败！ 回到今日主题，特斯拉Optimus及核心T链标的们： 回顾去年年12月， 从审厂到发包，诸多T链标的获得明确量产指引，订单、 定点、新工艺资讯不断，T链们"扩 圈"和"缩圈"同时进行，核心标的越发明确，并在2025年终之际，T链们迎来主升行情。 12月以来，特斯拉官方利好真空下，每次T链们行情都和T链进展有关， 这也是小编预测T链整体走势关键要素之 一； 11月14日在 "机器人头条"知识星球 "后梳理中提到看好T链后续反弹（11月21日起迎来小半月反弹）到12月 11日提示注意避险（后续迎来一周下行行情）再到12月19日提示看好后续行情（后续迎来一周震荡上行行情，并 在12月底迎来主升行情）。 目前二级市场最火段子大概就是"马年炒" ...

Core Insights - Tesla is set to begin small-scale production of its humanoid robot, Optimus, in 2025, with plans for mass production by 2026, aiming to produce between 50,000 to 100,000 units that year [2][3] - The global humanoid robot industry is entering a phase of rapid technological iteration and commercialization, with major players like Apple, Huawei, and Boston Dynamics intensifying their efforts [2][5] Group 1: Production Plans and Technical Specifications - Tesla plans to produce 5,000 units of Optimus in 2025, with an annual production capacity of 50,000 units by 2026, driven by continuous optimization of its technology [3] - The second-generation Optimus will stand 1.73 meters tall, weigh 57 kilograms, and feature 28 joint actuators, enabling it to perform complex tasks with a payload capacity of 20 kilograms and a walking speed of 8 km/h [3][4] Group 2: Competitive Landscape - The competition in the humanoid robot sector is intensifying, with Apple developing an interactive AI lamp robot, Huawei launching the "Kua Fu" robot, and Boston Dynamics accelerating the iteration of its Atlas robot [5][6] - Domestic companies are showcasing differentiated advantages in hardware and application scenarios, with startups like Yushu Technology and Fourier Intelligence introducing high-performance robots [6] Group 3: Commercialization and Application Scenarios - 2025 is viewed as the "year of commercialization" for humanoid robots, with industrial applications leading the way, such as Tesla's deployment of Optimus in battery sorting and tool operations [7] - The service sector is gradually adopting humanoid robots for roles like receptionists in hotels and malls, while the potential for household applications is expected to grow as production costs decrease [7] Group 4: Market Outlook - The global humanoid robot market is projected to reach a trillion yuan by 2030, with China expected to account for approximately 50% of the market by 2025, valued at 8.239 billion yuan [8] - The competition will not only focus on hardware and algorithms but also on ecosystems and application scenarios, with the first to overcome cost and scenario challenges likely to gain a competitive edge [8]