据财联社主题库显示，相关上市公司中：① According to Electrek, one of Tesla's basements is currently full of humanoid robot samples, and the company is trying to teach these robots to complete tasks through neural networks. ② Dongwu Securities said that in order to achieve the price target of 20,000 US dollars/unit for humanoid robots, the industrialization process is inseparable from the support of the domestic hardware supply chain.
Tesla is increasing its recruitment efforts for positions related to the giant robot Optimus. Recently, it has added a number of new job openings related to this business. For example, the “TeslaBot Reinforcement Learning Engineer” job description shows that the goal of the reinforcement learning team is to build and demonstrate a general robotic learning system; the results of the work will be applied to and used by thousands of humanoid robots.
According to Musk's sharing at the results briefing for the second quarter of this year, Optimus expects to conduct a walking test in November this year. According to the October report of Huacheng Securities, this means that Tesla needs to prepare various lower limb joint actuator solutions in a short period of time and continuously test and revise them. Combined with Tesla's recruitment requirements for production supervisors, the overall progress of its humanoid robot is in line with expectations, and Optimus is about to come. According to Electrek, one of Tesla's basements is currently full of humanoid robot samples, and the company is trying to teach these robots to complete tasks through neural networks. Dongwu Securities said that humanoid robots, as the most ideal carrier for “human intelligence,” stand at the intersection of multiple industries and are expected to lead future industrial transformation. In order to achieve the affordable price target of 20,000 US dollars/unit for humanoid robots, the industrialization process is inseparable from the support of the domestic hardware supply chain. Following the main line of industry chain reduction, investors are optimistic about core components.
According to the Finance Federation's theme library, among the relevant listed companies:
Chaojie Co., Ltd.It has always been a qualified supplier of Tesla's automotive fastener products. The company said that its technological accumulation in the field of automotive fasteners can be fully replicated and applied to the field of robotic fasteners.
Fengli IntelligenceThe main products include small modulus gears, precision reducers and components, new energy transmission, and pneumatic tools. As important components, the company's products are widely used in fields such as new energy vehicles, robots, smart homes, medical devices, power tools, and remote control systems for power plants.
