CITIC SEC Research Reports pointed out that Tesla has recently showcased the progress of its humanoid robot, with the robot's operational precision and generalized versatility continuously iterating and upgrading. Tesla is expected to lead the humanoid robot Industry and take the lead in practical applications. Domestic cities such as Hangzhou and Chongqing have issued supportive policies for the humanoid robot Industry, and with the support of national and local industrial policies, the domestic humanoid robot Industry Chain will enter a phase of rapid development. 2025 may be the year of mass production for humanoid robots, and domestic supply chain companies are expected to benefit from it. It is recommended to focus on the core symbols of the Tesla robot Industry Chain.