这次不一样！ 再次重申T链投资机会

Summary of Conference Call on Tesla Chain Investment Opportunities Industry and Company Involved - The discussion centers around the Tesla Chain and its implications for the robotics sector and consumer electronics industry. Core Points and Arguments - Hardware Technology and Standards: Tesla Chain's hardware technology has been finalized, with a blue paper establishing technical standards, indicating a shift towards durability to optimize lifecycle costs and robustness. Mass production is expected to ramp up in August 2024 after a release in Q1 2024 [1][2] - Market Expectations: The market has a conservative outlook on Tesla Chain's progress due to previous delays, leading to investor hesitation. However, the actual progress is exceeding expectations, with December to Q1 2024 being a critical window for the robotics sector [1][5] - Investment Strategy: Recommended investments include supply chain companies with certainty such as Sanhua Intelligent Controls, Top Group, and Zhejiang Rongtai. Additionally, companies in the consumer electronics sector like Lens Technology and Changying Precision are suggested as their stock prices do not yet reflect the potential of humanoid robots [1][6] - Impact of Humanoid Robots on AI Industry: Humanoid robots are seen as a key application in the AI industry. If Tesla releases products that exceed expectations, it could accelerate development efforts from major players like Apple, Google, and OpenAI, significantly impacting consumer electronics companies [1][7] - Key Variables for Market Entry: Critical variables include market entry, market share, and Average Selling Price (ASP). Companies like Wuzhou Xinchun are highlighted for their potential ASP expansion, with core components' value possibly doubling post-mass production [1][8] - Profitability of Core Components vs. Ordinary Structural Parts: Core components have higher profitability due to technological barriers and limited supply, while ordinary structural parts are less profitable. For instance, Hengli in Mexico meets Tesla's requirements and is expected to have higher profit margins [1][9] - Future Position and Profitability of Consumer Electronics Companies: Companies like Changying Precision and Lens Technology are becoming increasingly important in the consumer electronics landscape, although their expected profitability may be lower than that of core components. However, they still have significant growth potential based on market estimates [1][10][11] Other Important but Possibly Overlooked Content - The upcoming months are expected to have a clear development rhythm for Tesla Chain, with significant milestones in product release and mass production anticipated [3][4] - The importance of the December 7 factory audit is emphasized, marking a significant step in the production process and confirming the readiness of the hardware technology [2]