Mei Ri Jing Ji Xin Wen·2025-11-08 09:39Core Insights - The recent Tesla shareholder meeting released multiple positive signals, including the approval of Elon Musk's compensation plan linked to humanoid robot delivery goals with over 75% support [1] - The technical advancements in the latest dexterous hand using tendon and multi-degree-of-freedom solutions were highlighted [1] - The production schedule for the Optimus humanoid robot was unveiled, with plans for a factory in Fremont to produce 1 million units annually and a production line in Texas for 10 million units per year [1] Industry Analysis - The humanoid robot's mass production has become a core KPI for Musk, alleviating previous market concerns and enhancing the growth potential of Tesla's supply chain in the A-share market [1] - The humanoid robot industry is transitioning from concept to reality, expected to continuously inject catalysts into related A-share stocks as the production timeline becomes clearer [1] - The Guozheng Robot Industry Index emphasizes humanoid robots, with nearly 80% of its component stocks focused on humanoid robots and core parts, indicating a stronger potential benefit from industry trends compared to similar indices [1] Investment Opportunities - The robot ETF, E Fund (159530), has reached a scale of 12.3 billion yuan, making it the largest ETF tracking this index, providing ample liquidity for investors to easily access the humanoid robot industry chain [1]