Tesla(US:TSLA)2025-06-03 13:30Investment Rating - The report rates the robotics industry as "Overweight" [1] Core Insights - Leading humanoid robot manufacturers overseas are accelerating product iterations, while domestic companies are speeding up the deployment of humanoid robot applications [1][2] - Tesla's Optimus humanoid robot is expected to walk on Mars by 2027, with plans to send it via SpaceX's Starship by the end of 2026 [3][5] - The report emphasizes the importance of focusing on complete robot manufacturers and core component suppliers, including actuators, motors, reducers, and sensors [3][29] Summary by Sections Industry News and Company Dynamics - Tesla's CEO Elon Musk announced plans for the Optimus robot to explore Mars, marking a significant breakthrough in robotics technology [5] - Figure's new humanoid robot F.03 has achieved bipedal walking and integrates advanced hardware systems [6] - The 2025 Zhangjiang Embodied Intelligence Developer Conference successfully gathered over 200 companies and 5,000 industry experts, focusing on technology implementation and ecosystem building [19] Investment Recommendations - The report suggests focusing on key component suppliers in the robotics sector, including: 1. Actuators and motors: Recommended companies include Zhaowei Electromechanical, Mingzhi Electric, and Jiechang Drive 2. Reducers: Related companies include Ruide Zhichui, Haoneng Co., and Zhongdali De 3. Sensors: Recommended companies include Donghua Testing and Keli Sensor [3][29] Financing Dynamics - LeXiang Technology announced successful completion of a series A+ financing round, raising approximately 100 million yuan for the development of household humanoid robots [26] - DiGua Robot completed a 100 million USD Series A financing round to advance its embodied intelligence ecosystem [27]