Smart Finance APP learned that Tesla (TSLA.US) released the latest progress video of Optimus on the X platform official account. In the video, the humanoid robot can autonomously avoid obstacles, map, move parts, autonomously interact with humans, and deliver items according to human needs.

Compared to the performance at the 'We, Robot' event, it better demonstrates the current autonomy of Optimus, and the initial applicability of robots in factories.

Citic Securities released a research report stating that factory applications will be the first stop for robot applications. Based on data collection and training in factories, humanoid robots will gradually enter daily life scenarios to accomplish more complex tasks.

Citic Securities believes that next year will be the year of mass production for humanoid robots, and Optimus robots will be gradually deployed in factories.

Citic Securities recommends focusing on core targets in the Tesla robot industry chain:

Shanghai Electric Group (02727): In an announcement on October 19, the Group announced that its wholly-owned subsidiary Shanghai Electric Automation Group Co., Ltd. intends to acquire 100% equity of Shanghai Ning Sheng Industry Co., Ltd. held by the company's controlling shareholder Shanghai Electric Group Co., Ltd. in cash for a transaction price of 3.082 billion yuan. The core asset of Ning Sheng Industry is Shanghai Fanuc Robotics Co., Ltd. It is understood that Fanuc Robotics plays a pivotal role in the field of industrial robots and is known as one of the 'Four Giants of Industrial Robots' along with ABB, KUKA, and Yaskawa globally. Shanghai Electric stated that the company will synergize with Fanuc Robotics in the market and technology aspects to jointly develop a new generation of intelligent robots, enhancing the company's market competitiveness in the field of intelligent manufacturing.

Siasun Robot&Automation (09880): Breakthrough in robotics and artificial intelligence technologies again. The company continues to invest in robot research and development, making significant progress in several core technologies. For industrial manufacturing scenarios, the company has proposed a comprehensive solution to meet handling, material decomposition, quality inspection, and other customized needs, and has released an iterative product with high load capacity based on WalkerS. This product has undergone extensive internal testing and is expected to be gradually rolled out to partner factories for relevant training by the end of the year, with the prospect of achieving small batch delivery. With one-stop technical capabilities and safe, stable, and reliable services, the company's robots have entered into partial scene applications of BYD, Nio, Geely, Audi, Hongqi, FAW-Volkswagen, and have partnered with Foxconn and SF Express.