特斯拉、优必选、乐聚、宇树等，产业链上市公司周速递

Core Viewpoint - The article highlights the recent performance of the robotics sector, particularly in relation to Tesla's Optimus developments and the overall market dynamics influenced by various economic factors and quarterly earnings reports [2][3]. Market Performance - In the third week of October, the market experienced fluctuations in volume, with the Shanghai Composite Index reaching a ten-year high by the end of the week [2]. - The robotics sector, particularly driven by Tesla's Optimus, saw significant volatility, with T-chain stocks experiencing a rollercoaster market performance [2][3]. - On October 24, the market opened strongly, with major indices rising and the robotics sector following suit, leading to notable gains among key T-chain stocks [11]. Tesla's Optimus Developments - Key points from Tesla's Q3 earnings call include the expected unveiling of the Optimus Gen3 prototype in Q1 2026 and the ongoing construction of the first production line [2]. - The market reacted to Tesla's Q3 earnings report, which showed revenue growth without profit increase, leading to an initial drop in stock price followed by a recovery [3]. T-chain Stocks - T1 stocks, particularly Sanhua and DY, showed strong performance, with Sanhua leading the robotics sector's upward movement [5][6]. - The trading volume for Sanhua reached 10 billion CNY, recovering from earlier declines and setting new highs [8]. Future Catalysts - The article notes several upcoming catalysts for the robotics sector, including factory audits, Q3 earnings calls, and the final draft of Optimus Gen3, which are expected to drive further market activity [14][18]. - The article emphasizes the importance of monitoring trading volumes, suggesting that sustained increases could signal a significant market shift [11]. Industry Insights - The article provides a detailed overview of nearly 70 companies within the Tesla Optimus supply chain, categorizing them by their roles and relevance to the robotics industry [12]. - It mentions that the robotics sector is poised for potential explosive growth in Q4, driven by multiple catalysts and positive market sentiment [16].