According to CITIC SEC's Research Reports, recent information indicates that Tesla's Optimus project is expected to receive an important version update soon, entering formal mass production in 2025 and maintaining a tenfold annual explosive growth rate for the following two years. Additionally, North American AI giants have stated that robots will be positioned at the center of the next strategic phase. This information is expected to inject strong confidence into the humanoid robot Sector, also indicating that investment points are becoming increasingly clear. Focus on the core areas of the Tesla Robot Industry Chain, with key attention suggested for: 1) Assemblies; 2) Reducers; 3) Ball Screws; 4) Dexterous Hands. It is recommended to pay attention to other important players in the Sector.