Workflow
汽车行业点评报告:特斯拉10月10号发布会召开在即,机器人业务有望迎来重大更新
Huaxin Securities·2024-09-30 02:01

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry, indicating an expected outperformance of over 10% compared to the benchmark index [11]. Core Insights - The upcoming Tesla event on October 10 is anticipated to bring significant updates to its robotics business, particularly the Robotaxi, which is expected to be a milestone in Tesla's development [4][5]. - The Robotaxi is designed to be a compact vehicle with no steering wheel, featuring a display screen and gull-wing doors, and aims to revolutionize public transport by offering a similar pricing model [4]. - Wireless charging is identified as the final step for the Robotaxi's autonomous operation, which is currently not widely adopted [4]. Company and Profit Forecast - The report highlights key companies to watch in relation to the Robotaxi and robotics sectors, including: 1. Electric vehicle wireless charging companies: Weimais, Anjie Technology, and Wan'an Technology [5]. 2. Robotics companies: Shuanglin Technology and Beite Technology [5]. - The report provides earnings per share (EPS) and price-to-earnings (PE) ratios for specific companies, indicating growth potential and investment recommendations [7].