# CITIC Securities: Bullish on the mass production and application prospects of the robotics industry, recommends watching core companies in the supply chain

- Source: 36Kr Embodied Intelligence
- Published: 2026-10-22T00:35:39.000Z
- RoboHot: https://robohot.news/en/items/v9kwsisfviwyoyelsrw51hhbc
- Original: https://36kr.com/newsflashes/4036318646145928?f=rss

## Summary

CITIC Securities believes the robotics theme rally is already primed to kick off and is bullish on the mass production and application prospects of the robotics industry, recommending attention to core companies in the supply chain. Its basis includes advances by GPT-6 and Gemini 4 in robot planning, spatial perception, and Real-to-Sim modeling, as well as faster mass production ramp-ups by domestic robot makers and Optimus, with Tesla expected to release Optimus V3 in the fourth quarter.