Hong Kong Stock Concept Tracking | Tesla robots initially have applicability in factories Industrial robot scene expands (with concept stocks)

According to the Financial Intelligence APP, Tesla (TSLA.US) released a video of the latest progress of Optimus on the X platform's official account. In the video, the humanoid robot can autonomously avoid obstacles, map, move parts, interact with humans independently, and deliver items according to human needs.

Compared to the performance at the "We, Robot" event, this better demonstrates the current autonomous capabilities of Optimus, showing its initial applicability in factories.

CITIC Securities published a research report stating that factory applications will be the first stop for robot applications. Based on data collection and training in factories, humanoid robots will gradually enter daily life scenarios to perform more complex tasks.

CITIC Securities believes that next year will be the year of mass production for humanoid robots, with Optimus robots gradually being deployed in factories.

CITIC Securities recommends focusing on the core targets of the Tesla robot industry chain:

Shanghai Electric (02727): The group announced on October 19 that its wholly-owned subsidiary, Shanghai Electric Automation Group Co., Ltd., plans to acquire 100% equity of Shanghai Ningsheng Industrial Co., Ltd. from the company's controlling shareholder, Shanghai Electric Holding Group Co., Ltd., for a transaction price of 3.082 billion yuan in cash. The core asset of Ningsheng Industrial is Shanghai Fanuc Robotics Co., Ltd. It is understood that Fanuc Robotics occupies a significant position in the field of industrial robots, and is globally recognized alongside ABB, KUKA, and Yaskawa as the "four major families of industrial robots." Shanghai Electric stated that it will collaborate with Fanuc Robotics in terms of market and technology, jointly develop a new generation of intelligent robots, and enhance the company's market competitiveness in the field of intelligent manufacturing.

UBTECH Robotics (09880): Breakthrough in robot technology and artificial intelligence technology. The company continues to invest in robot research and has made significant progress in several core technologies. For industrial manufacturing scenarios, the company has proposed a comprehensive solution to meet handling, material disassembly, quality inspection, and other customized needs. It has also released an iterative product based on WalkerS with high load capacity. This product has undergone extensive internal testing and is expected to be gradually implemented in cooperating factories for relevant training by the end of the year. With one-stop technical capabilities and safe, stable, and reliable services, the company's robots have been applied in scenarios of BYD, Nio, Geely, Audi, Hongqi, and FAW-Volkswagen, and have reached cooperation with Foxconn and SF Express