Sinolink research report pointed out that WAIC 2024 will be held in Shanghai soon, and Tesla's second-generation humanoid robot will be unveiled offline for the first time in China. From July 4th to July 7th, intelligent robots will be displayed at the WAIC conference, including 45 models, of which 25 are humanoid robots. The world's first full-size open source public version humanoid robot Qinglong will be released on site, as well as the first full-size humanoid robot open source community in China. Tesla will launch Optimus Generation 2. Tesla robots are expected to be mass-produced in 2025. This year is a critical time to determine the supply relationship and share of the industrial chain. It is suggested to focus on Tesla's industrial chain landing and international tangible intelligent marginal catalytic events.
国金证券：建议重点关注特斯拉产业链定点落地和国际具身智能边际催化事件
Sinolink Securities: Suggest focusing on the designated landing of Tesla's industry chain and the international deployment of intelligent catalyst events.
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