机器人行业周报：人形机器人亮相工博会，特斯拉10月活动值得期待

Investment Rating - The report maintains an "Overweight" rating for the robotics industry, consistent with the previous rating [1]. Core Insights - Tesla's Optimus Gen3 is expected to be unveiled at the Robotaxi event on October 10, showcasing advancements in technology and hardware optimization [2][3]. - The 2024 China International Industrial Expo featured a dedicated humanoid robot section, highlighting the increasing focus on humanoid robots in various applications [3][15]. - Key components in the robotics supply chain, such as motors, reducers, sensors, and lead screws, are identified as critical areas for investment, with specific companies recommended for each category [3][22]. Summary by Sections Industry News and Company Dynamics - Tesla is set to reveal its Robotaxi and the new Optimus Gen3, which may include enhancements like increased dexterity in hands and new types of reducers [3][6]. - The 2024 Industrial Expo in Shanghai showcased over 350 brands, emphasizing the competitive landscape in the robotics sector [3][15]. Investment Recommendations - The report suggests focusing on key robotics components, with specific companies highlighted for their potential benefits from the industry's growth [3][22]. - Notable companies include: - Motors and actuators: Sanhua Intelligent Controls, Top Group, Mingzhi Electric - Reducers: Zhongdali De, Shuanghuan Transmission - Sensors: Donghua Testing, Keli Sensor, Obsidian Light - Lead screws: Best, Wuzhou Xinchun, Hengli Hydraulic, Changsheng Bearing [3][22][24].