The humanoid robot industry chain is forging ahead with steady development, and the sector continues to brim with enthusiasm. Although the T - chain order incident this week has caused a bit of a stir in market sentiment, market focus and trading activity have not diminished. The fourth quarter is a pivotal time, as it offers a prime opportunity to observe the changes and anticipate mass - production prospects for Tesla's third - generation Optimus. This period demands our close attention.

ZhiYuan and JUPA Intelligence have teamed up to launch the Elf G2, which is set to drive the application of interactive embodied AI technology in the automotive component manufacturing sector. Looking ahead to the fourth quarter, it is anticipated that more relevant news will emerge from the domestic supply chain, generating a marginal catalytic impact. We remain bullish on the sector's performance. The T - chain stands out as our top recommendation. Additionally, we advise keeping an eye on sectors like sensors and dexterous hands.