According to the Fangzheng Securities Research Report, it is the general trend to help humanoid robots optimize and improve various aspects such as battery life, performance, and service life. Supported by policies, capital, etc., the humanoid robot industry is accelerating, and it is expected that a closed commercial loop will be achieved in the near future. Mainstream robot manufacturers such as Tesla, Premium Choice, and Yushu all showed trends of weight reduction and weight reduction to varying degrees during the iteration process. Tesla launched the OptimusGen2 in December 2023. Compared to Gen1, in addition to changes in sensors, etc., it lost 10 kg in weight and increased walking speed by 30%. Optional materials for lightweight robots include aluminum, magnesium, PEEK, carbon fiber materials, etc., which may be widely used in the fields of robot body housings, joint shells, gears, bearings, and reducer/motor components.

According to the Fangzheng Securities Research Report, it is the general trend to help humanoid robots optimize and improve various aspects such as battery life, performance, and service life. Supported by policies, capital, etc., the humanoid robot industry is accelerating, and it is expected that a closed commercial loop will be achieved in the near future. Mainstream robot manufacturers such as Tesla, Premium Choice, and Yushu all showed trends of weight reduction and weight reduction to varying degrees during the iteration process. Tesla launched the OptimusGen2 in December 2023. Compared to Gen1, in addition to changes in sensors, etc., it lost 10 kg in weight and increased walking speed by 30%. Optional materials for lightweight robots include aluminum, magnesium, PEEK, carbon fiber materials, etc., which may be widely used in the fields of robot body housings, joint shells, gears, bearings, and reducer/motor components.