kastkingsharkyiiispinningreel|中信建投：Optimus手部自由度增加提升市场空间 利于国产厂商打入供应链

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[Citic Construction Investment Co., Ltd.: increased freedom of Optimus hands to improve market space is conducive for domestic manufacturers to enter the supply chain] Securities Times e Company News, CITIC Construction Investment pointed out that according to the release of Tesla on May 5, Beijing timeKastkingsharkyiiispinningreelOptimus has acquired battery sorting skills and tested them in the factory.

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[Citic Construction Investment: Optimus hand freedom increases market space for domestic manufacturers to enter the supply chain] Securities Times e Company News, CITIC Construction Investment pointed out that according to the video released by Tesla on May 5, Beijing time, Optimus has acquired battery sorting skills and entered the factory for testing, accelerating the landing speed of the application. Tesla's humanoid robot is expected to be deployed internally in 2024 and sold abroad in 2025. According to Musk's public statement on the X platform on the same day, the degree of freedom of the new generation of Optimus hands has increased to 22, and the replacement ratio for individual workers is at least 2.Kastkingsharkyiiispinningreel: 1, the market space has increased greatly. Domestically, Beijing humanoid Robot Innovation Center and Shenzhen Stardust Intelligence have successively released new humanoid robot products, and the biped / hand single control technology has reached the international level. Domestic parts manufacturers actively verify. The increase of hand freedom enhances the market space and increases the technical solution, which is beneficial for domestic manufacturers to enter the supply chain. We continue to be optimistic about the follow-up opportunities of the plate, continue to recommend, and suggest that we should pay attention to the investment main line and target under the relevant catalysis.