Opportunities for Solid-State Batteries and Robotics
1. Humanoid Robot Industry Chain (Driven by Tesla Optimus)Core Logic Event CatalystTesla proposed a $1.2 trillion compensation plan, contingent on delivering 1 million Optimus units; the trial production of Optimus 2.5 and the upcoming release of V3 are driving the industry chain’s recovery. Accelerated Domestic SubstitutionThe localization rate of core components (dexterous hands, reducers, lead … Read more