CITIC Securities: Robot marathon is about to start, domestic supply chain is worth paying attention to.

The research report from CITIC Securities Investment stated that although OptimusV3 was not released in the first quarter, the project is still steadily progressing. Combining with Tesla's recruitment announcements for robots and factory construction information, it is expected that the project will gradually deepen and Optimus production will gradually approach. Currently, OptimusV3 is still in continuous preheating, and upcoming product releases and production progress are worth focusing on. Domestic robot companies such as Yushu Technology are continuing to push for IPO, with high value and close to end customers, their position in the industry chain is significant, and brand strength is prominent; the robot marathon competition is expected to be held on April 19, with the possibility of revaluation of the manufacturers, it is recommended to pay attention to related supply chains. The robot sector is gradually entering the configuration range, with Yushu IPO and Tesla V3 both poised to take off, it is suggested to focus on high-quality links at the bottom.