SIASUN(SZ:300024) Xin Lang Cai Jing·2025-09-16 00:36Core Insights - Elon Musk emphasized the importance of dexterous hands in the development of Tesla's Optimus robot, highlighting three key challenges: achieving human-like dexterity, integrating an advanced AI brain, and enabling mass production [1] - The marginal production cost of Optimus is projected to be around $20,000 when annual production reaches 1 million units, with AI chips accounting for $5,000 to $6,000 of that cost [1] Group 1: Tesla's Optimus Development - Tesla is refining the design of Optimus 3, focusing on achieving dexterity comparable to human hands, which is a significant engineering challenge [1] - The human hand has approximately 27-28 degrees of freedom, while each arm of Optimus contains 26 actuators, indicating the complexity involved in replicating human-like functionality [1] Group 2: Market Outlook and Investment Recommendations - The Q4 robot market is expected to be led by Tesla, with the release of Optimus Gen3 anticipated to boost production expectations for next year [2] - Recommended companies in the robotics sector include New Spring Co., Rongtai Co., and Dechang Motor Holdings, with potential advancements noted for Kedi Co., Kait Co., and Mould Technology [2] Group 3: Ant Group's Robotics Strategy - Ant Group is focusing on developing the "brain" of humanoid robots, viewing them as a strategic entry point for AI chatbots and assistants [3] - Ant Group's subsidiary, Shanghai Ant Lingbo Technology, has developed the R1 humanoid robot, which can perform various tasks such as guiding tours and sorting medications [2][3] Group 4: Investment Opportunities in Robotics - The humanoid robot sector presents new opportunities, with a continued positive outlook for the automotive industry [4] - Specific recommendations include companies involved in linear joint assemblies, screw rods, and dexterous hands, as well as those producing sensors and injection molded parts [4]