Tesla(US:TSLA) Orient Securities·2025-09-14 02:12Investment Rating - The report maintains a "Positive" investment rating for the mechanical equipment industry, indicating an expectation of performance that exceeds the market benchmark by over 5% [6][20]. Core Insights - The report highlights that the release of Tesla's next-generation dexterous hand is expected to enhance the flexibility and functionality of the dexterous hand industry, leading to an optimistic outlook for the industry chain [3][9]. - The dexterous hand technology has undergone significant iterations, with Tesla's third-generation model achieving 22 degrees of freedom, which is a substantial increase from the first generation's 11 degrees [9][10]. - The report emphasizes that the advancement in dexterous hand technology will not only improve product value but also drive the overall industry towards higher degrees of freedom and functionality [14]. Summary by Sections Industry Overview - The report tracks the robotics industry, particularly focusing on the dexterous hand segment, which is poised for upgrades and increased market activity [1][5]. Technological Advancements - Tesla's dexterous hand has evolved through multiple iterations, with the latest model featuring 26 actuators per arm, significantly enhancing its operational capabilities [10][9]. - The integration of multiple sensors in dexterous hands is expected to create a multi-modal data collection platform, which will improve AI training efficiency and model generalization capabilities [13][9]. Investment Recommendations - The report identifies several investment targets within the dexterous hand industry, including Zhenyu Technology (300953, Buy), Hanwei Technology (300007, Not Rated), Nanshan Zhishang (300918, Not Rated), and Mingzhi Electric (603728, Not Rated) [3].