“WE ROBOT”发布会后,如何看人形机器人的投资机会丨国君热点研究

Investment Rating - The report maintains a positive outlook on the humanoid robot industry and suggests focusing on investment opportunities within Tesla's supply chain [1][2]. Core Insights - The "WE ROBOT" event showcased Tesla's shift from a product-selling company to a service-oriented business model, emphasizing the application scenarios of autonomous vehicles and humanoid robots [1]. - Tesla's humanoid robot, Optimus, demonstrated significant technological advantages, including fully autonomous walking capabilities and advanced dexterity in its hands, which are crucial for future applications in everyday life [1][2]. - The report highlights the importance of data collection and model training for Optimus's hand operations, indicating that as data accumulates, the robot's operational capabilities will improve significantly [2]. Summary by Sections Business Model Transition - Tesla is transitioning from selling products to offering services, with a focus on the integration of humanoid robots into daily life [1]. Technological Advancements - Optimus's autonomous walking is based on Tesla's Full Self-Driving (FSD) technology, showcasing superior performance in challenging environments [1]. - The third-generation dexterous hand has increased its degrees of freedom from 16 to 22, making it the most advanced in the industry [1]. Investment Opportunities - The report suggests a positive outlook for the humanoid robot supply chain, particularly in areas such as dexterous hands, actuators, sensors, and related components [2].