特斯拉、智元、宇树、小鹏等，产业链上市公司周速递

Core Insights - The robot sector experienced an anticipated correction and repair in the fourth week of September, with unexpected intensity, leading to a significant drop in market enthusiasm [2][3] - Key events this week included a strong recovery on September 22, driven by positive news from Tesla and Optimus, which catalyzed a rise in stock prices for several companies in the sector [3][4] - The overall market performance for the robot sector weakened after Monday, with only a few non-mainstream stocks showing significant gains, while mainstream stocks faced declines [5][6] Market Performance - On September 22, the robot sector saw a strong recovery, primarily due to favorable developments related to Tesla and Optimus, including a surge in Tesla's stock price and positive supplier reports [3] - Notable stocks that experienced significant gains included new T-chain stocks like DYDJ (Axial Flux Motor) and CYJM (Electronic Skin), which saw multiple trading halts due to price increases [4][6] - The overall repair trend in the robot sector diminished after Monday, with mainstream stocks continuing to decline, particularly on Friday, marking the lowest market enthusiasm of the month [6][7] Key Events and Catalysts - Upcoming catalysts for the fourth quarter include various events from companies like Xiaomi and Figure AI, which are expected to influence the market positively [7][8] - Tesla's upcoming events, including factory audits and product showcases, are anticipated to further impact the robot sector positively [8] - The release of new technologies and products from companies within the T-chain, H-chain, and other related sectors is expected to drive future market activity [10][14] Company Analysis - A detailed analysis of nearly 70 companies within the Tesla Optimus supply chain has been compiled, highlighting key players and their roles in the industry [9] - Companies such as Top Group and Sanhua Intelligent Control are identified as Tier 1 suppliers to Tesla, indicating their critical position in the supply chain [9] - The performance of stocks like Upwind New Materials and other emerging players in the sector is being closely monitored for potential investment opportunities [10][12]