CITIC Construction Investment said that Tesla Optimusv3 is expected to begin mass production in Q3, and the product plans are close to mass production before being released. Tesla Optimus v3 is expected to be close to mass production and open again in the middle of this year. The Fremont plant is expected to be officially mass-produced from the end of July to the beginning of August; the Texas Gigafactory is building a second Optimus Prime plant, which is expected to be put into operation around the summer of next year. The Tesla Optimus project continues to advance, and the industry is in a critical verification period towards mass production. In the 2026 robot halftime, the robot's overall motion performance and race results were greatly improved; at the same time, the proportion of autonomous navigation teams increased markedly, reflecting that robots will run in a closed loop of intelligent “perception-decision-control”, which will help them adapt to more application scenarios in the future to accelerate implementation. Currently, Optimus v3 continues to be heated up, and subsequent product launches and mass production promotion are worth focusing on. The IPOs of domestic robot companies such as Yushu Technology continue to advance. The value of main body products is high and close to end customers. They have a prominent position in the industrial chain and have prominent brand power. Domestic body manufacturers are expected to revalue their valuations. It is recommended to focus on the relevant domestic supply chain.

CITIC Construction Investment said that Tesla Optimusv3 is expected to begin mass production in Q3, and the product plans are close to mass production before being released. Tesla Optimus v3 is expected to be close to mass production and open again in the middle of this year. The Fremont plant is expected to be officially mass-produced from the end of July to the beginning of August; the Texas Gigafactory is building a second Optimus Prime plant, which is expected to be put into operation around the summer of next year. The Tesla Optimus project continues to advance, and the industry is in a critical verification period towards mass production. In the 2026 robot halftime, the robot's overall motion performance and race results were greatly improved; at the same time, the proportion of autonomous navigation teams increased markedly, reflecting that robots will run in a closed loop of intelligent “perception-decision-control”, which will help them adapt to more application scenarios in the future to accelerate implementation. Currently, Optimus v3 continues to be heated up, and subsequent product launches and mass production promotion are worth focusing on. The IPOs of domestic robot companies such as Yushu Technology continue to advance. The value of main body products is high and close to end customers. They have a prominent position in the industrial chain and have prominent brand power. Domestic body manufacturers are expected to revalue their valuations. It is recommended to focus on the relevant domestic supply chain.