【汽车零部件&机器人主线周报】特斯拉发布人形机器人比心图，Figure AI发布机器人做家务视频

Investment Highlights - The SW auto parts index decreased by 3.90% this week, ranking 5th among SW automotive sectors, with a year-to-date decline of 1.14% [3][12] - The latest PE (TTM) for SW auto parts is at the 77.88% historical percentile, while the PB (LF) is at the 74.05% historical percentile [3][33] - The Wande robot index fell by 1.41% this week, with a year-to-date decline of 4.37%, outperforming SW auto parts by 2.49% [4][12] - The latest PE (TTM) for the Wande robot index is at the 57.45% historical percentile since 2025, and the PB (LF) is at the 54.96% historical percentile [4][42] Core Coverage Changes - Guangyang Co., Ltd. announced a strategic cooperation agreement with Shenzhen Zhujiji Power on March 9, focusing on the standardized development of integrated joint modules [5][12] Top Gainers - The top five gainers among covered stocks this week are: Hengshuai Co., Ltd. (+3.88%), Feilong Co., Ltd. (+3.02%), United Power (+1.15%), Weimaisi (+1.08%), and Aikedi (+0.92%) [6][50] Major Events - Major events this week include: 1. Tesla released a heartwarming image of its humanoid robot 2. Figure AI published a video of a robot doing household chores 3. Honor announced its robot application scenarios [9][43] Investment Recommendations 1. For auto parts, seek structural opportunities by prioritizing product-oriented companies and those entering high-value sectors to increase ASP, as well as potential leading companies with production capacity in Europe, North America, and Southeast Asia [7][55] 2. For robots, look for certainty opportunities, with Musk stating that Optimus V3 is expected to be released in Q1 2026. The sector is entering a spring excitement period, and attention should be paid to the order landing timeline for V3 and applications from domestic companies like Xiaopeng, Yuzhu, and Zhiyuan [7][55] 3. Specific recommendations include: - EPS dimension: Fuyao Glass, Xingyu Co., Ltd., Minshi Group, Junsheng Electronics, and Xingyuan Zhuomei, with a focus on Xinquan Co., Ltd. - PE dimension: Top Group, Junsheng Electronics, Shuanghuan Transmission, Minshi Group, Yinlun Co., Ltd., and Feilong Co., Ltd., with a focus on Yap Co., Ltd. and Daimai Co., Ltd. [7][55]