Xin Lang Cai Jing·2026-01-06 23:50Core Viewpoint - Tesla is leading the global "physical AI" industry transformation, with humanoid robots as a core pillar, sharing technology foundations with smart driving, initiating a "data-algorithm-hardware" closed-loop iteration [3][31] Weekly Events - Tesla's Optimus V3 is expected to be released in Q1 2026, with clear plans for Gen3 mass production and continuous development of core technologies like FSD end-to-end models and self-developed AI chips [4][32] - On December 29, 2025, UBTECH announced that its founder and CEO Zhou Jian committed to not selling his 70.57435 million H shares for 12 months to stabilize the company's equity structure and support the goal of 10,000 units of industrial humanoid robots by 2026 [4][32] - On December 31, Zhiyuan Robotics launched its first robot artist group at Hunan TV's New Year's Eve concert, showcasing the commercial value of humanoid robots in entertainment scenarios [4][32] - The Ministry of Industry and Information Technology established a standardization committee for humanoid robots and embodied intelligence, aiming to release the first 10 industry standards by the end of 2026 [5][33] - On January 4, JD Logistics completed its first humanoid robot delivery service after the implementation of national subsidy policies, marking the entry of humanoid robots into consumer logistics [5][34] Industry Trends - The humanoid robot sector is experiencing a rebound, driven by multiple catalysts, including Tesla's increased shipment expectations and the rapid integration of domestic manufacturers [10][39] - The humanoid robot sector has seen a year-to-date increase of 44% as of December 31, with significant gains in control systems (+123%), Tier 1 suppliers (+122%), and lightweight components (+104%) [44] - The supply chain for humanoid robots is entering a rapid development phase, with companies like Zhenyu Technology and Lingyi Intelligent Manufacturing actively expanding their business [20][49] - The humanoid robot industry is witnessing continuous financing activity, with companies like Galaxy General and Langyi Robotics securing significant funding [22]