Tesla(US:TSLA) 天天基金网·2025-09-04 11:26Core Viewpoint - The article highlights the strong performance of certain robotics stocks amidst a declining market, indicating a growing interest and investment in the humanoid robotics sector, particularly driven by companies like Tesla and Yushun Technology [5][6]. Group 1: Robotics Market Performance - Several robotics concept stocks, including Chunxing Precision, Huawei Technology, and Bojie Co., saw significant gains on September 3, with some reaching their daily limit [5]. - The humanoid robotics industry is currently experiencing a capital explosion, with KPMG reporting that the financing scale of China's humanoid robotics industry increased from 1.58 billion yuan in 2020 to 7.23 billion yuan in 2024, reflecting a compound annual growth rate of 35.6% [5]. Group 2: Company Developments - Yushun Technology plans to submit its listing application to the stock exchange between October and December 2025, with sales of quadruped robots, humanoid robots, and component products projected to account for approximately 65%, 30%, and 5% of revenue, respectively, in 2024 [5]. - Tesla has released the complete document for its "Master Plan" Chapter 4, emphasizing the strategic importance of its Optimus robot, with Elon Musk stating that about 80% of Tesla's future value will come from the robot business [5]. Group 3: Industry Outlook - Analysts from Guojin Securities and Fangzheng Securities predict that the humanoid robotics industry will accelerate commercialization and deepen industry chain collaboration, with expectations for the global and domestic humanoid robotics market to reach $32.4 billion and 75 billion yuan, respectively, by 2029 [6].