On July 2nd, Guo Jin Securities' research report pointed out that WAIC 2024 in Shanghai is approaching, and Tesla's second-generation humanoid robot will make its first offline appearance in China. From July 4th to July 7th, a total of 45 intelligent robots, including 25 humanoid robots, will be exhibited at the conference. The world's first full-size open-source public humanoid robot Qinglong and China's first full-size humanoid robot open-source community will be launched on site. Tesla will launch Optimus 2.0. It is expected to go into production in 2025. This year is a crucial time to determine the industry chain supply relationship and market share. We recommend focusing on the landing of the Tesla industrial chain and international cutting-edge 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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