Recent key milestones in the robotics sector are worth paying attention to.

First is the breakthrough on the product side—the first-generation commercial version Optimus Alpha is expected to be launched in Q1, which could become an industry landmark moment. Similar to how the iPhone changed the pace of the mobile industry back then, the era of large-scale commercialization of robots may be beginning.

From market activity, the period from this week to early January is a critical window. Leading players are gradually initiating North American signing processes, which is not only a signal of commercial cooperation but also a tangible reflection of industrialization progress. In early December, there was some hype around approval processes, but by the end of the month, progress in North American signing became the new core variable—this is the real heavyweight event that can drive valuation and performance.

Meanwhile, the capitalization process of leading domestic companies is also accelerating, with the industrial chain gradually improving. From the supply side, opportunities for shell and structural component suppliers are particularly worth noting—there is huge potential for upside. Especially those closely linked to manufacturing bases, which will benefit most directly in this growth cycle.