Zheng Quan Shi Bao Wang·2025-10-20 23:53Core Viewpoint - The humanoid robot sector continues to attract significant attention, with the recent launch of the Spirit G2 by Zhiyuan Robotics and Junpu Intelligent, indicating strong market interest and trading activity [1] Group 1: Market Dynamics - The T-chain order event has caused market sentiment fluctuations but still reflects high market attention and trading enthusiasm [1] - The fourth quarter is seen as a critical window for observing changes and mass production expectations for Tesla's third-generation Optimus [1] Group 2: Product Launch and Partnerships - Zhiyuan Robotics and Junpu Intelligent have officially launched the Spirit G2, initiating the first batch of deliveries under a procurement contract exceeding 100 million yuan with Junsheng Electronics [1] - The Spirit G2 aims to promote interactive embodied intelligence technology in the automotive parts manufacturing sector [1] Group 3: Future Outlook - The domestic supply chain is expected to see continuous news releases related to capital operations, order shipments, and scenario implementations in the fourth quarter, creating marginal catalysts [1] - The sector outlook remains positive, with a focus on T-chain and recommendations for faster-growing segments such as sensors, dexterous hands, vertical applications, and domestic supply chains [1]