特斯拉Optimus量产将至，近70家产业链上市公司梳理

Core Viewpoint - The robotics sector has shown an independent market trend in the fourth week of September, with mainstream T-chain stocks experiencing a general decline while new T-chain stocks saw significant gains, particularly in niche areas like electronic skin and magnetic motors [2][3]. Summary by Sections Market Performance - The robotics sector experienced a recovery on September 22, driven by positive news related to Tesla and its Optimus project, which helped to dispel previous negative sentiments regarding order volumes [3][4]. - On September 23, the robotics sector began to show independent movement, with T-chain stocks maintaining gains despite a slight overall market decline [6]. - On September 24, the sector continued its independent trend, with significant gains in favorable stocks despite a drop in Tesla's stock price [7][8]. - The week concluded on September 26 with the largest drop in the robotics sector, influenced by Tesla's significant decline [10]. Key Stocks and Events - Notable stocks that experienced gains included DYDJ (Axial Magnetic Motor), CYJM (Electronic Skin), and others, which saw substantial price increases and even reached daily limits [4][6]. - The potential supplier WZXC's communications indicated positive developments for T-chain companies, including updates on Tesla's Optimus project and order guidance [3][4]. - The report highlighted a list of nearly 70 companies within the Tesla Optimus supply chain, categorized into T1, T2, and potential T-chain companies, emphasizing their relevance to the robotics industry [10][11]. Future Outlook - The robotics sector is expected to remain in a recovery phase, with more core catalytic events anticipated in the fourth quarter, including Tesla's performance discussions and upcoming IPOs [12]. - The article suggests that the market is waiting for further developments in the Tesla Optimus project, with potential new T-chain companies likely to emerge [12].