临近午盘，集体爆发！特朗普、马斯克，突传重磅驱动！

Core Viewpoint - The robotics sector is experiencing a resurgence, driven by potential government support and significant developments in humanoid robotics technology [2][4]. Group 1: Market Performance - On December 30, the robotics sector saw a strong performance with a surge in stock prices, including a 30% increase for Tianming Technology and multiple stocks reaching their daily limit or increasing over 10% [1][4]. - By midday, 18 stocks in the robotics sector had either hit their daily limit or increased by more than 10%, indicating a strong market interest [1]. Group 2: Government Support and Industry Developments - The U.S. government, under the Trump administration, is considering an executive order on robotics to be released in 2026, signaling a strategic focus on robotics following advancements in artificial intelligence [4]. - The U.S. Department of Commerce is actively engaging with robotics industry CEOs to accelerate development, highlighting the importance of robotics in the U.S. technology strategy [4]. Group 3: Supply Chain and Market Anticipation - There are rumors of suppliers visiting North America, suggesting that the Tesla Optimus project is nearing contract awards, which is generating market excitement [2][4]. - The collaboration between JD.com and Yushutech to open a physical store for humanoid robots is expected to enhance consumer engagement and commercial viability [4]. Group 4: Industry Growth and Production Trends - According to Zhongyuan Securities, China's industrial robot production is on the rise, with a reported 20.6% year-on-year increase in production for November 2025, and a cumulative production increase of 29.2% from January to November [5]. - The robotics industry is emerging from a three-year adjustment period, with production growth indicating a cyclical recovery [5]. Group 5: Technological Advancements in Humanoid Robotics - The Tesla Gen3 humanoid robot is approaching mass production, with significant improvements in its capabilities, including stable movement on complex surfaces [7]. - Elon Musk has reiterated the goal of starting large-scale production in 2026, focusing on overcoming key challenges such as dexterous hands and advanced AI capabilities [7]. Group 6: Investment Opportunities - The value creation in the robotics sector is increasingly concentrated in upstream core components, which account for nearly 70% of the value, particularly in precision manufacturing of motors and gear systems [8]. - The market is also showing interest in advanced technologies such as dexterous hands and 3D vision sensors, which are critical for enhancing robot functionality and environmental perception [8].