CITIC Securities' research report on October 18 stated that Tesla's official account on platform X released the latest progress video of Optimus. In the video, the humanoid robot can autonomously avoid obstacles, map, and transport parts using vision, interact with humans independently, and deliver items based on human needs. Compared to the performance at the "We, Robot" event, the content in this video better demonstrates Optimus's current autonomous capabilities, showing that the robot has preliminary applicability in factories. We believe next year will be the year of mass production for humanoid robots, with Optimus gradually being deployed in factories. It is recommended to pay attention to the core targets in Tesla's robot industry chain.
CITIC Securities: Next year will be the year of mass production for humanoid robots, suggesting a focus on the core targets of the Tesla robot industry chain
CITIC Securities pointed out in its research report on October 18th that Tesla's latest release, the Optimus robot, demonstrated its autonomous obstacle avoidance, mapping, and interaction capabilities with humans, showing potential applications in factories. It is expected that next year will be the year of mass production for humanoid robots, and it is recommended to focus on the core targets of the Tesla robot industry chain
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