KaiYuan Securities: Order implementation brings continuous catalysts, humanoid robots are expected to start a big market in Q4
Zhitong·- Open Source Securities reports that Tesla's Gen3 robot is nearing finalization, with upcoming orders expected to catalyze the sector. - In Q4, leading domestic companies are accelerating capitalization, and new product launches are anticipated alongside supportive industrial policies. - The report predicts a significant growth trajectory for the robot sector, with a potential tenfold increase in domestic robot shipments by 2026.