国泰海通｜汽车：优必选获新订单，特斯拉发布第四篇章

Group 1 - The core viewpoint of the article highlights that UBTECH has secured a significant contract worth 250 million yuan for humanoid robot products and solutions, marking it as the largest contract in the global humanoid robot sector to date, indicating the early commercialization phase of the humanoid robot industry [1][2] - The recent order from UBTECH is seen as an important milestone in the commercialization of the humanoid robot industry, with a focus on short-term industry fluctuations driven by events and long-term attention on quality companies with order certainty and mass production capabilities [2][3] Group 2 - UBTECH's new order includes the Walker S2 humanoid robot, which features an autonomous hot-swappable battery system, and the company plans to initiate delivery of this contract within the year [2] - Tesla has released its fourth chapter of the "Secret Master Plan," emphasizing sustainable development and the integration of hardware and software to create a safer and cleaner world, with a focus on the role of humanoid robots in redefining labor and allowing humans to focus on preferred activities [3] - Tesla's new compensation plan for CEO Elon Musk includes potential stock grants worth approximately $975 billion, contingent on achieving operational milestones such as delivering 20 million vehicles and 1 million robots [4]