CITIC Securities: Next year will be the year of mass production for humanoid robots, suggesting a focus on the core targets of the Tesla robot industry chain

Wallstreetcn
2024.10.18 00:26

CITIC Securities' research report on October 18th stated that Tesla released a video of the latest progress of Optimus on the X platform's official account. In the video, the humanoid robot can autonomously avoid obstacles, map, move parts, interact with humans, and deliver items according to human needs. Compared to the performance at the "We, Robot" event, the content in this video provides a better demonstration of the current autonomous capabilities of Optimus, showing that the robot is preliminarily applicable in factories. We believe that next year will be the year of mass production for humanoid robots, with Optimus gradually being deployed in factories. It is recommended to focus on the core targets of the Tesla robot industry chain

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