The Zhitong Finance App learned that Guotai Junan released a research report saying that on September 24, the latest development video of Tesla's humanoid robot Optimus was a big improvement over the previous overall situation. In the video, Optimus can position the limbs spatially, independently sort and sort items through visual perception, and at the same time perform yoga movements and maintain balance while standing on one foot. The bank believes that Tesla announced the latest developments in humanoid robots, the visual perception ability has improved markedly, and the performance of hand gripping and total body balance is impressive. Domestic core component manufacturers are expected to benefit.
The review of Guotai Junan is as follows:
Visual perception ability has improved markedly, and algorithms and models are constantly improving.
The robot Optimus can accurately position the limbs in space through vision and joint position encoders, can self-calibrate the arms and legs, and at the same time independently screen, sort and rank items according to color. The neural network enables end-to-end training and learning. It can be seen that Tesla has already opened up the underlying model of FSD and robots, relies on neural network models and visual technology, continuously optimizes the FSD algorithm, and performs well in sensing the environment and independently analyzing and making movements. At the same time, Tesla's Dojo platform is expected to further enhance the robot's AI capabilities, and mass production of Tesla humanoid robots is expected to accelerate.
Hand gripping and full body balance were outstanding, and movement control ability gradually improved.
The robot Optimus can use fingers to flexibly grab items and place them in designated positions, while at the same time performing human-like full-body stretching exercises, including yoga to stand on one leg and maintain balance. It is expected that the hand part mainly uses a hollow cup motor, the leg rotation joint mainly uses a frameless torque motor+harmonic reducer, and the linear leg joint mainly uses a frameless torque motor+planetary roller screw. It can be seen that Tesla has mastered excellent technology in hand and leg movement joint control, and the final plan for core components is expected to gradually become clear.
Investment suggestions: Tesla humanoid robots are progressing at an accelerated pace, and domestic core component manufacturers are expected to benefit.
Assembly: The beneficiaries are Tuopu Group (601689.SH) and Sanhua Intelligent Control (002050.SZ).
Motors: Recommended targets are Mingzhi Electric (603728.SH) and Hechuan Technology (688320.SH).
Speed reducer: The recommended targets are Guomao Co., Ltd. (603915.SH) and Fengli Intelligence (301368.SZ).
Screws: Recommended targets are Wuzhou Xinchun (603667.SH) and Hengli Hydraulic (601100.SH).
Sensors: Beneficial targets include Coli Sensing (603662.SH), Optoelectronics (002338.SZ), and Obi Zhongguang (688322.SH).
Risk warning:1) The humanoid robot technology research and development process fell short of expectations; 2) the commercial application scenarios fell short of expectations; 3) the cost reduction process fell short of expectations; 4) the implementation of industrial policies fell short of expectations.