According to the research report released by CITIC Construction Investment, the industrialization journey of Tesla's Optimus humanoid robot is picking up pace. Meanwhile, Figure, another key player in the robotics arena, has successfully secured high-value financing. The robotics sector is now entering a phase of sustained catalytic validation, with the market sentiment remaining strongly bullish. The latest iteration, the third-generation prototype of Optimus, has already been unveiled, with an ambitious plan set for mass production. In the near future, the T-chain (presumably referring to Tesla's supply chain) is expected to initiate communication and inspections with domestic suppliers. Given the current backdrop of ample market liquidity, robots are poised to reclaim their position as a mainstream investment within the tech growth sector. The Tesla supply chain continues to be the top investment choice, followed by the supply chains of original equipment manufacturers capable of mass production, such as Unitree and Zhi Yuan. It is advisable to focus on companies that demonstrate technological advancements and iterations, show significant progress in product customer sampling, and hold potential for exceeding market expectations.