智通财经网·2025-10-22 23:53Group 1 - The humanoid robot index experienced a significant pullback this week due to overall market risk appetite and rumors of delayed factory inspections, but the industry remains optimistic about the acceleration of Tesla's Optimus production and the completion of high-valuation financing by Figure, indicating a continuous catalytic verification period for the sector [1] - The release and production guidance for Tesla's third-generation Optimus model is positive, with expectations for domestic supplier exchanges to begin soon, and the overall market liquidity remains loose, suggesting a return of robotics to the main line of technology growth allocation [1][2] - The mid-term industry trend is being further established, particularly with the anticipated release of Tesla's third-generation model by the end of this year and mass production expected in Q1 next year, with a forecast of over 1,000 units produced weekly in the second half of the year [2] Group 2 - On October 16, Zhiyuan Robotics and Junpu Intelligent held the global launch and production ceremony for the Zhiyuan Spirit G2 in Ningbo, marking the first public appearance of this industrial-grade interactive embodied robot, which has already initiated the first batch of deliveries under a procurement contract exceeding 100 million yuan with Junsheng Electronics [3] - UBTECH won a project for the procurement and installation of embodied intelligent data collection and testing center equipment in Guangxi, with an order amounting to 126 million yuan, which includes the latest autonomous humanoid robot Walker S2, expected to be delivered within 2025 [3] - UBTECH's Walker series humanoid robots have secured over 630 million yuan in orders for the year [3]