金吾财讯 | 中信建投发研报指，Figure03设计变化值得关注，国产具身智能大单逐步落地。Figure03发布展示出诸多亮点，手部摄像头&传感器、无线充电、加工方式为重要变化；Figure兼具大模型、硬件等硬实力，且积极推动产品落地，有望持续带动供应链需求。国内智元机器人、原力无限本周披露超亿元具身智能大单，伴随着产品、供应链、应用的逐步成熟，后续潜在订单落地仍值得期待。Q4我们全面看多人形机器人板块行情，是交易特斯拉第三代Optimus变化和量产预期的重要窗口期，无惧审厂延后等边际扰动。同时国产链条预计Q4来自于资本运作、订单出货、场景落地等消息将不断释放。我们继续看好板块行情，首推T链，同时推荐产业趋势更优、放量更快的传感器、灵巧手、垂类应用端、国产供应链条等环节。
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