According to the CITIC Securities Research Report, the fourth chapter of Tesla's grand blueprint was released. Humanoid robots are its core products, and Musk said that about 80% of Tesla's future value will come from Optimus robots. Since the beginning of the year, the robot mass production process has had its ups and downs. As Tesla's board of directors provided Musk with the largest incentive plan in history, Musk's focus has returned to the company's business, and his energy investment in the robotics business has increased. At present, the robot's hardware design is close to finalization. Musk expects Optimus V3.0 to be released in 2026Q1, and mass production will begin before the end of 2026. The Chinese supply chain plays an important role in Tesla robots, and the mass production process is accelerating. We recommend focusing on companies related to the Tesla robot industry chain.

According to the CITIC Securities Research Report, the fourth chapter of Tesla's grand blueprint was released. Humanoid robots are its core products, and Musk said that about 80% of Tesla's future value will come from Optimus robots. Since the beginning of the year, the robot mass production process has had its ups and downs. As Tesla's board of directors provided Musk with the largest incentive plan in history, Musk's focus has returned to the company's business, and his energy investment in the robotics business has increased. At present, the robot's hardware design is close to finalization. Musk expects Optimus V3.0 to be released in 2026Q1, and mass production will begin before the end of 2026. The Chinese supply chain plays an important role in Tesla robots, and the mass production process is accelerating. We recommend focusing on companies related to the Tesla robot industry chain.