特斯拉首款量产人形机器人将亮相

车百会研究院02-06

2月2日，特斯拉官方微博发布消息称，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习新技能，预计年产百万台。特斯拉CEO马斯克在视频中介绍称，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理出发，重新进行设计。特斯拉AI微博称，它是特斯拉第一款走向量产的机器人。近期，特斯拉多次发布关于第三代机器人的相关信息。1月29日，特斯拉在发布2025年第四季度及全年财报时称，2026年...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206082116a482081d&s=b><strong>车百会研究院</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月2日，特斯拉官方微博发布消息称，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习新技能，预计年产百万台。特斯拉CEO马斯克在视频中介绍称，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理出发，重新进行设计。特斯拉AI微博称，它是特斯拉第一款走向量产的机器人。近期，特斯拉多次发布关于第三代机器人的相关信息。1月29日，特斯拉在发布2025年第四季度及全年财报时称，2026年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206082116a482081d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2250418816.HKD","symbol_name":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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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。马斯克在1月下旬举行的达沃斯世界经济论坛上也曾披露，Optimus（擎天柱）人形机器人已进入量产倒计时阶段。目前该机器人已在特斯拉工厂承担拧螺丝、物料搬运等基础任务，按计划2026年底将完成复杂组装、质检等工业级任务验证。截至目前，特斯拉在人形机器人领域已经推出了Optimus第一代（Gen1）和第二代（Gen2）。其中，Gen1于2022年10月推出，能够实现基础行走和搬运。Gen2在2023年发布，步行速度提升30%，配备了22自由度灵巧手，2024年进入工厂测试。值得关注的是，该机器人采用颠覆性设计逻辑，完全从第一性原理出发，摒弃现有任何供应链体系，进行全面重构。马斯克还预计，相信不久的将来，就能够实现年产100万台。马斯克曾表示，人形机器人有三大难题，一是打造一只和人有同等自由度和灵活度的机械手，二是现实世界AI，最后是规模化生产。特斯拉是唯一同时具备这三大要素的公司。当地时间1月28日，特斯拉在财报会议上对Optimus人形机器人相关情况进行更新。原型机方面，业绩会文件表示将于一季度推出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。人形机器人Optimus第一代产品线正在铺设中。分析认为，特斯拉第三代人形机器人的推出，有望打破人形机器人高成本、低量产的行业痛点。若百万台产能目标顺利达成，将深刻改变工业生产、家庭服务等多个领域的劳动力结构，推动整个人形机器人行业迈入商业化元年。不过他也承认，将Optimus推向市场并非易事。手和前臂是一个巨大的工程挑战，从机电的角度来说，制造前臂的难度远高于身体其他部位。此前就有外媒爆料称，由于特斯拉第二代人形机器人的手部和前臂设计遭遇了严重技术难题而不得不暂停生产。随着特斯拉汽车业务持续低迷，机器人、无人驾驶、AI业务正在成为其新的布局重点。特斯拉2025年第四季度及全年财报显示，去年四季度总营收为249.01亿美元，同比下降约3%；归属于普通股股东的净利润为8.4亿美元，同比下降61%。去年全年，特斯拉总营收为948.27亿美元，同比下滑3%，这是其首次出现年度营收下滑的情况。其中，汽车业务收入持续萎缩。2025年第四季度，特斯拉汽车业务收入同比大降11%至176.9亿美元。全年汽车业务收入695亿美元，在上年同比下降6.5%的基础上跌幅再度扩大至10%，连续两年收缩。在交出首次年营收下滑的财报后，特斯拉宣布了有史以来最为庞大的资本开支计划，全年投资将高达200亿美元。这些投资大都集中于AI、无人驾驶与机器人业务。在被问及如何看待特斯拉人形机器人在全球范围内面对的竞争时，马斯克曾称，特斯拉的最强对手来自中国，和中国企业的竞争将是“一场硬仗”。他表示，中国非常擅长扩大制造业规模，同时擅长运用人工智能技术，并处在持续进步的进程中，因此绝对是特斯拉最强劲的竞争对手。研究显示，中国人形机器人行业呈小步快跑，全链爆发态势。预计2026年中国人形机器人行业将呈现出AI大模型泛化能力提升、硬件技术成熟度提高、成本下行、场景应用加速等特点。来源：北京商报","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","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":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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