Humanoid robots are about to enter mass production; Construction Industrial and State Power South Automation hit the daily limit.

(Source: Caixin)

          Tesla's Optimus 3 will start production this summer, following an S-curve ramp-up, and is expected to enter a high production phase next year; at the same time, the Optimus version continues to be updated, promising to further enrich product applications and move towards the consumer end.            

On March 27, the robotics concept sector opened lower but rallied, with Construction Industrial (002265.SZ), Guodian Nanzi (600268.SH) hitting the daily limit, and Shenjian Co. (002361.SZ), Huabao New Energy (301327.SZ), Tailin Biotechnology (300813.SZ), Jiangte Motor (002176.SZ), Galaxy Electronics (002519.SZ), and Heertai (002402.SZ) also increasing in value.

In news, Tesla Optimus officially released a video exposing details related to Optimus, including the R&D environment, gear reduction gearbox, and dexterous hand designs. Tesla Optimus stated that Optimus will fundamentally change the economic landscape of labor and manufacturing. Musk indicated that Optimus 3 is expected to start production this summer and achieve mass production by 2027.

Additionally, Guangdong Province recently released the “2026 Action Plan for Promoting the Coordinated Development of Manufacturing and Service Industries,” which clearly proposes implementing industrial innovation projects aimed at emerging industries such as intelligent robotics, hosting the Artificial Intelligence and Robotics Application Scenario Innovation Conference, exploring human-machine collaborative community home service models, promoting the iteration of service robot technology, and conducting pilot applications for intelligent elderly care service robots.

At the Boao Forum for Asia Annual Conference 2026, Chen Jianyu, founder of Xingdong Jiyuan Technology Co., Ltd., discussed when robots could enter households. He stated that in the next 3 to 5 years, robots will be able to perform some tasks; in 5 to 10 years, robots will be able to handle most tasks. “As for pricing, it needs to be acceptable to the general public. It may also have different tiers like cars, with high-end models being more expensive. Overall, the price range will be significantly lower than that of cars.”

CITIC Construction Investment Research Report pointed out that the humanoid robot sector is gradually entering a configuration range, with Yushu’s IPO and Tesla V3 both poised for action. Domestically, the Spring Festival Gala in the Year of the Horse ignited interest in domestic robots, showcasing exceptional operational performance and capabilities, with 2026 expected to be a big year for humanoid applications. Meanwhile, the IPOs of domestic robot companies like Yushu are progressing steadily, with high value products that are close to end customers, reflecting their significant position and brand strength in the industrial chain, indicating potential valuation reassessments for these manufacturers, and suggesting attention to the related supply chain. Overseas, Tesla Optimus 3 will start production this summer, following an S-curve ramp-up, with expectations of entering a high production phase next year; at the same time, the Optimus version continues to be updated, promising to further enrich product applications and move towards the consumer end.

Access a wealth of information and precise interpretations on the Sina Finance APP.