自动化设备行业：特斯拉“We，Robot”发布会上Optimus Gen3表现惊艳

Investment Rating - The industry rating is maintained at "Overweight" [2] Core Insights - Tesla's Optimus Gen3 showcased impressive performance at the recent launch event, with a future price point of $20,000 to $30,000 per unit, making it accessible for households to assist with various daily tasks [2] - The RoboFab humanoid robot factory has commenced production, with an expected annual output exceeding 10,000 units once fully operational [2] - Local governments are actively promoting the humanoid robot industry, accelerating the commercialization process, with initiatives such as the establishment of a national innovation center and various regional development plans [2] Summary by Sections Industry Performance - The industry has shown relative returns of 4.83% over the past month, 2.91% over the past three months, and a decline of 16.52% over the past year [1] Investment Opportunities - The humanoid robot industry is witnessing a faster pace of commercialization, with several companies beginning small-scale production of humanoid robots [2] - Recommended companies to watch include those involved in reducers (e.g., Zhongdali De, Lvdiharmonic), motors (e.g., Mingzhi Electric, Weichuang Electric, Leisai Intelligent), sensors (e.g., Hanwei Technology, Anpeilong, Keli), and lead screws (e.g., Wuzhou Xinchun, Dingzhi Technology) [2]