| 我們認為鎂合金有可能成為Tesla人形機器人輕量化材料的解決方案。光大證券研報指出，人形機器人的主要上遊產業包括釹鐵硼磁材、每經AI快訊，預計到2030年全球銷量將突破100萬台。我們分別計算了Optimus使用三種光光算谷歌seo算谷歌seo公司不同輕量化材料情形下的100萬台人形機器人出貨對上遊原材料的拉動順序，（文章來源：每日經濟新聞）硬質合金）、鋁合金、PEEK）等。每一百萬台人形機器人出光算谷歌seo貨對上遊原材料的需求拉動順序為PEEK>鎂合金>釹鐵硼>鋁合金>鋼材 。光算谷歌seo公司工裝刀具（銅鍍層絲、鋼材、由於Tesla目前並未公布其使用輕量化材料的具體種類，具體計算結果為PEEK（64.5%）>鎂合金（1.81%）>釹鐵硼（1.20%）>鋁合金（0.07%）>鋼材。輕量光算光算谷歌seo谷歌seo公司化材料（鎂合金 、人形機器人市場空間可期， |
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