Tesla's third generation humanoid robot is about to debut, and the concept stock with expected performance boost has been announced.

On February 2nd, Tesla announced on Weibo that the third generation of Tesla humanoid robots will soon be unveiled. Starting from first principles, they have been redesigned to learn new skills by observing human behavior, with an expected annual production of one million units. According to Securities Times Data, there are a total of 110 concept stocks of humanoid robots in the A-share market, with 56 stocks having released performance forecasts for the year 2025. Among them, 24 stocks are expected to see a year-on-year increase in net profit attributable to the parent company, 9 stocks are expected to turn losses into profits, and 5 stocks are expected to reduce losses, with an overall proportion of positive forecasts of about two-thirds. In terms of institutional attention, among the stocks with expected net profit increases, 8 stocks have received institutional research since the beginning of this year. Companies such as WD, W, and UW from Ninebot, Spector, and Orbbec respectively have received the highest number of institutional research, with 160, 73, and 68 research houses respectively.