Zhong Zheng Wang·2025-10-23 02:17Core Viewpoint - The humanoid robot sector has recently experienced a pullback due to overall market risk appetite and delays in Tesla's factory inspections, but the outlook for the fourth quarter remains positive for the humanoid robot sector as a whole [1] Group 1: Industry Trends - The mid-term industrial trend for humanoid robots is further solidified, with Tesla's Optimus third-generation prototype release and production progress being positively validated by first-tier suppliers in the industry chain [1] - Future factory inspections and related events are expected to proceed in an orderly manner, indicating a stable development path for the sector [1] Group 2: Company Developments - Zhiyuan Robotics and Junpu Intelligent recently held a global launch and production ceremony for the Zhiyuan Spirit G2 in Ningbo, marking its first public appearance [1] - The Zhiyuan Spirit G2 has initiated the first batch of deliveries under a procurement contract exceeding 100 million yuan with Junsheng Electronics [1]