金吾财讯 | 中信建投发研报指，人形机器人方面，国产链条催化不断，底部建议聚焦优质环节。上纬启元发布全球首款全身力控小尺寸人形机器人Q1，越疆启动A股上市计划，国产机器人行业持续看到来自于政策端、产品端、资本端的积极变化，不断催化板块情绪。海外链条方面，特斯拉Gen3的定点与定型仍然是当前时点的核心，市场更关注产品性能、定点订单等实质进展，板块将逐步进入去伪存真的验证期。前期板块回调较为充分，后续Gen3定点、新品发布、国产机器人厂商IPO进展等事件催化值得重点关注，底部建议聚焦优质环节，把握确定性和灵巧手等核心变化。
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