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CITIC Securities stated that it is optimistic about the mass production and application prospects of the robotics industry, and recommended paying attention to core manufacturers in the industry chain. The institution believes that the robotics-themed market has conditions to kick off. Industry developments it cited include: advances by GPT-6 and Gemini 4 in robot planning, spatial perception, and Real-to-Sim modeling, which have broadened the space for general-purpose large models to participate in robot development and training; Tesla is expected to release Optimus V3 in the fourth quarter, and domestic complete-machine manufacturers and the Optimus mass-production ramp-up are continuously accelerating. The above judgment was reported by Securities Times on October 22, 2026, and there are currently no subsequent factual developments.
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Oct 22
Securities Times
CITIC Securities: Bullish on the Mass Production and Application Prospects of the Robotics Industry, Recommends Focusing on Core Players in the Supply Chain
CITIC Securities believes that the market conditions for a robotics-themed rally are already in place, is bullish on the mass production and application prospects of the robotics industry, and recommends focusing on core players in the supply chain. Advances by GPT-6 and Gemini 4 in robot planning, spatial perception, and Real-to-Sim modeling have broadened the scope for general-purpose large models to participate in robot development and training; Tesla is expected to release Optimus V3 in the fourth quarter, while domestic robot makers and the Optimus production ramp-up continue to accelerate.