According to the Science and Technology Innovation Board Daily, during this year's World Artificial Intelligence Conference (to be held on July 4-6), Tesla will showcase its Cyber ​​Off-road Travel Car, Optimus humanoid robot, and the latest results of FSD (full self-driving capability), etc. It is reported that the Tesla Optimus humanoid robot is now capable of performing tasks in the factory, and it is expected that more than 1,000 Optimus humanoid robots will work in Tesla's factory by 2025.

Currently, commercial humanoid robots have been launched, and humanoid robot manufacturers such as Tesla, UBTECH, and Unitree Technology have all made new progress. Zhejiang Securities pointed out that in the fields of artificial intelligence, new energy vehicles, consumer electronics, industrial robots and other leading companies, it is expected that the humanoid robot industry will enter the first year of small-scale production in 2024, and the progress of industrialization landing is expected to exceed expectations. As a field in the global AI wave that Chinese companies can deeply participate in, domestic manufacturers have great development opportunities.

According to the Financial Data Center, among related listed companies:

Jiangsu Leili Motor has independently developed 8mm brushed hollow cup and 10mm brushless hollow cup motors, with a maximum speed of up to 100,000 rpm. The 16mm hollow cup motor has been mass produced and supplied to overseas markets. The company's planetary roller screw has been developed and is currently being sampled.

Siasun Robot & Automation's robot products cover almost all current robot scenarios and many robot manufacturers worldwide.