On November 28, a research report from CITIC Construction Investment highlighted the ongoing evolution of robotic technology pathways, marked by a steady influx of new entrants into the market. These newcomers are placing greater emphasis on tangible advancements, such as product performance enhancements and successful customer sample deliveries. Notably, following the completion of Optimus, there is an anticipated acceleration in the convergence of hardware technology pathways. Companies boasting robust integration capabilities and direct access to orders are poised to reap immediate benefits. Presently, the Tesla supply chain is set to undergo a verification phase aimed at identifying genuinely competent suppliers. CITIC Construction Investment expresses optimism regarding three distinct categories of investment prospects: firstly, firms with a high degree of certainty within the Tesla supply chain; secondly, emerging segments driven by technological evolution and upgrades; and thirdly, companies with a discrepancy between expectations and reality, yet demonstrating outstanding performance and undervalued stock prices. Furthermore, other domestic supply chain enterprises capable of scaling up production are also deserving of consideration.