特斯拉、智元、宇树，产业链上市公司周速递

Core Viewpoint - The article summarizes the recent developments in the embodied intelligence robotics sector, highlighting the contrasting activity levels in the primary and secondary markets, with the secondary market being notably more active this week [3][4]. Primary Market - This week saw a decline in financing events, with only one company, Shouxing Technology, completing a new funding round led by Shunwei Capital, while other companies like Looki and Shibi Robot also secured new financing [3]. Secondary Market - The article identifies four major supply chains in humanoid robotics: T Chain, H Chain, Yushu Chain, and the newly recognized Zhi Yuan Chain, which has limited catalytic effects on the market. The most significant impact comes from Tesla's Optimus Gen3 [4]. - Yushu Technology announced a new product preview, but its impact on the Yushu Chain is considered negligible. Zhi Yuan Robot launched its entire product line on major platforms, leading to slight increases in related stocks [4]. - Tesla has released new designs, and despite rumors about suppliers being removed from its Tier 1 list, recent news indicates that Top Group has received new orders from Tesla [5][10]. - The trend towards lightweight humanoid robots has led to significant stock price increases for companies involved in materials like PEEK and magnesium alloys, with a cautionary note that the PEEK concept may be overhyped [5]. - Several potential T Chain companies have emerged, and new domestic Tier 1 suppliers have been identified [6]. Financial Reports - The release of half-year reports has introduced new robotics concept stocks, with PCB-related companies experiencing notable price increases [7]. - The article emphasizes the importance of following the latest developments in the humanoid robotics supply chain, including T Chain, H Chain, and Yushu Chain, to stay informed about market dynamics [7].