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Summer watch on humanoid robots: Optimus begins mass production, Figure—Xishu’s IPO is imminent—what else should we be watching?
When the Model S/X production line officially makes way for Optimus, when Unitree’s $42 billion valuation lands on the STAR Market, and when the 2026 global shipment target points to 50k units, this is a super industrial-chain reshaping that is already underway.
A new industrial storm is at a tipping point. How should we understand and position the value of the industrial chain?