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汽车行业深度报告：人形机器人重塑汽零估值，2025进入量产元年-东吴证券

2021 年 8 月特斯拉在 AI Day上首次发布人形机器人 Optimus 概念，我们构建特斯拉机器人板块指数+华为机器人板块指数，复盘特斯拉机器人板块行情来看，分为四个阶段：1）2022.2-2023.1 概念阶段，交易 0-1相关性；2023.1-2023.12 卡位阶段，趋势确认，交易产业进展/高壁垒；2024.10-2025.2 T 链聚焦阶段，具身智能主机厂发散，产业进展为核心催化因

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