金吾财讯 | 华泰证券认为机器人板块正从主题驱动转入量产与业绩兑现期，后续催化节点接踵而至：①海外特斯拉有望于6月股东大会披露 Optimus V3 形态与产量规划、并于7-8月在 Fremont 投产，Figure 产线已提速至每小时一台。②国内宇树6月1日科创板上会，叠加7月 WAIC、三季度小鹏 IRON 亮相，验证窗口密集。③智元联合敏实共建欧洲首个人形机器人生产基地，推动国产"整机+核心部件+本地产能"加速出海。④OpenAI 组建机器人部门、转向软硬件协同自研，头部 AI 厂商亲自下场进一步夯实行业长期空间。该机构维持机器人产业趋势向上的判断，建议关注沿核心零部件及具备量产兑现能力的整机/Tier1。
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