突然，直线拉升！马斯克，突爆大消息！

券商中国02-02

马斯克的人形机器人传来重大预告。今日，世界首富埃隆·马斯克旗下特斯拉官宣，第三代特斯拉人形机器人Optimus V3（擎天柱第三代）即将亮相，预计年产百万台。受此消息影响，A股人形机器人板块午后集体异动，模塑科技直线拉升，一度强势录得涨停。马斯克此前透露，第三代人形机器人将非常出色，可能在2027年年底前向公众出售。有分析机构指出，Optimus V3落地后，设备性能有较大提升，这将带动其在工业...

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Musk, big news!","themeId":"ac0b8a01a0e12a018db698b76a51d82b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLG":0.6,"CRSH":0.6,"TSII":0.6,"TSLA":1.95,"TSLI":0.6,"07766":0.6,"TSLL":0.6,"TSLT":0.6,"TSYY":0.6,"TESL":0.6,"TSLS":0.6,"TSLY":0.6,"UFO":0.6,"TSLO":0.6,"TSDD":0.6,"TSLW":0.6,"TSL":0.6,"TSLR":0.6,"TSLP":0.6,"TSLZ":0.6,"TSLQ":0.6},"content_text":"马斯克的人形机器人传来重大预告。今日，世界首富埃隆·马斯克旗下特斯拉官宣，第三代特斯拉人形机器人Optimus V3（擎天柱第三代）即将亮相，预计年产百万台。受此消息影响，A股人形机器人板块午后集体异动，模塑科技直线拉升，一度强势录得涨停。马斯克此前透露，第三代人形机器人将非常出色，可能在2027年年底前向公众出售。有分析机构指出，Optimus V3落地后，设备性能有较大提升，这将带动其在工业场景，甚至C端场景的需求加速突破，有望进一步打开人形机器人需求空间。直线拉升特斯拉今日宣布，Optimus V3即将亮相，它将是一款通用人形机器人，通过观察人类行为即可学习新技能，可通过演示、口头描述、展示视频让机器人执行任务，预计年产百万台。特斯拉表示，这款机器人没有沿用现有的任何供应链体系，团队从第一性原理出发，进行了重新设计。特斯拉AI称，它是特斯拉第一款走向量产的机器人。今日午后，A股人形机器人板块集体拉升，模塑科技一度强势涨停，随后打开涨停板，截至收盘，涨幅为6.94%，五洲新春、天奇股份、科大智能、国机精工、昊志机电、世运电路等个股跟涨。特斯拉内部人士透露，美国弗里蒙特工厂的Model S/X生产线将改为人形机器人产线，预计2026年底前启动量产，最终规划年产能为100万台。因为特斯拉人形机器人拥有完全独立的供应链，所有部件均基于第一性原理设计，其量产爬坡期预计比汽车产品更长。据特斯拉此前公布的业绩会文件，公司将于今年一季度推出Optimus V3；量产节奏方面，特斯拉将把弗里蒙特工厂Model S/X生产空间用于生产Optimus、远期年产能规划100万台，且首次写入产能进度表，特斯拉表示将进一步投资自主机器人基础设施。回顾此前，特斯拉已经发布了两代Optimus人形机器人。其中，第一代是名为“Bumble C”的行走原型机，在2022年的第二届AI Day上被展示，它能够行走、挥手和完成简单的搬运任务，标志着项目从概念进入工程阶段，同时特斯拉也展示了更接近量产的第一代Optimus（Gen 1）的设计。第二代Optimus人形机器人侧重于功能演示，相比第一代，它的步行速度提升了约30%，重量减轻了10公斤，并配备了全新的22自由度灵巧手，可以完成像“二指拿鸡蛋”这样的精细操作，2023—2024年间特斯拉展示了该机器人行走、抓取物体和在工厂执行简单任务的能力，并在2024年“入职”特斯拉工厂，进行电池分拣等任务的测试。重大升级在日前召开的财报电话会上，马斯克表示，第三代人形机器人将非常出色，它基本上看起来就像一个人，人们很容易把它误认为是人类。他还在瑞士达沃斯的世界经济论坛上表示，可能在2027年年底前向公众出售Optimus机器人，目前特斯拉已在工厂中使用部分机器人执行简单任务。他预计，到2026年底Optimus将能够“执行更复杂的任务”。马斯克说道：“只有当特斯拉确信其拥有非常高的可靠性、非常高的安全性，并且功能范围也非常广泛时，才会开始向公众销售。”马斯克透露了第三代人形机器人拟人化程度更高，其有望在灵巧手的设计、AI赋能的机器人大脑思考能力等方面取得突破。市场分析认为，Optimus V3产能规划升级，将为人形机器人产业链注入催化。东方证券表示，Optimus V3性能提升有望推动下游应用场景突破，进一步打开人形机器人需求空间。预期V3落地后，设备性能有较大提升，这将带动其在工业场景，甚至C端场景的需求加速突破，有望进一步打开人形机器人需求空间，成长性有望提升，带来投资机会。摩根士丹利近日上调了2026年中国人形机器人销量预测。摩根士丹利最新预计，2026年中国人形机器人销量将同比增长133%，达到28000台，较此前的预测14000台高出一倍。预计到2030年将达到26.2万台。摩根士丹利介绍，此次上调中国市场销量预测，是基于2025年最新市场数据及行业当前的进展情况。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608602628","isCrawlerRequest":true}