Tesla(US:TSLA) CMS·2025-04-27 11:47Investment Rating - The report indicates a positive outlook for the humanoid robotics industry, suggesting that it is on the verge of industrialization and presents significant investment opportunities [11]. Core Insights - Tesla's robot team has initiated a large-scale recruitment drive, with approximately 80 positions related to the Optimus robot, primarily focused on artificial intelligence and robotics technology [1]. - The launch of Genie Studio by Zhiyuan Robotics aims to address common challenges faced by developers in the field of embodied intelligence, providing a comprehensive solution from data collection to deployment [2]. - A strategic partnership has been established between Fengli Intelligent and Yingboer to enhance collaboration in various sectors, including new energy vehicles and smart manufacturing [3]. - During Tesla's Q1 earnings call, CEO Elon Musk expressed optimism about deploying thousands of Optimus robots in factories by 2025, with a target of producing one million units annually by 2030 [4]. - The Shanghai Embodied Intelligence Fund has been officially registered with a target size of 1 billion RMB, focusing on the development of key components in the embodied intelligence and robotics industry [5]. Summary by Sections Recruitment and Development - Tesla's recruitment for its robot team has reached an unprecedented level, with 66% of the roles focused on AI and robotics technology [1]. Technological Advancements - Genie Studio has been introduced to streamline the development process for embodied intelligence, featuring four core modules that simplify data collection and model training [2]. Strategic Collaborations - Fengli Intelligent and Yingboer have signed a strategic cooperation agreement to leverage their respective strengths in various technological fields [3]. Production Goals - Tesla aims to deploy thousands of Optimus robots in factories by 2025, with a long-term goal of producing one million units annually by 2030, despite supply chain challenges [4]. Investment Initiatives - The Shanghai Embodied Intelligence Fund, with an initial fundraising of 560 million RMB, aims to accelerate technological innovation and industrialization in the robotics sector [5].