Zhong Guo Neng Yuan Wang·2025-09-05 01:24Core Viewpoint - Tesla's CEO Elon Musk emphasized that the scaling of FSD (Full Self-Driving) and Optimus robots is crucial for the company's future, with approximately 80% of Tesla's value expected to come from Optimus robots [1][3]. Group 1: Strategic Importance of Humanoid Robots - The strategic position of humanoid robots within Tesla's business model has been significantly enhanced, indicating their potential as a new growth engine for the company [3]. - The technology for humanoid robots is rapidly evolving, moving from diverse solutions to more concentrated approaches, with significant breakthroughs anticipated in the capabilities of the third-generation robots [3]. Group 2: Market Outlook and Projections - By 2026, humanoid robots are expected to see substantial market penetration, with design upgrades and data accumulation ongoing until the end of 2025, leading to a rise in sales as the industry matures [3]. - As the supply chain for humanoid robots matures, prices are expected to decrease, enhancing the certainty of the market structure [3]. Group 3: Investment Opportunities - Investment opportunities in the robotics supply chain are highlighted, including companies involved in the core robot body, actuators, sensors, reducers, universal joints, and tendons [4].