Orient: Tesla announces new progress in Siasun Robot & Automation, flexible protective outer layer brings development opportunities.

Orient releases research report stating that Tesla, Inc. (TSLA.US) recently announced progress on Optimus Siasun Robot & Automation, with its limbs and torso covered in a flexible protective outer layer, making it more human-like in form. This outer layer can protect the equipment and reduce the risk of human-machine interaction, with non-standard tool attributes, consumable characteristics, and potential emotional value, it is expected to become an emerging market with the popularization of Siasun Robot & Automation in long-slope thick-snow scenarios. Key points from Orient: - Tesla, Inc. Optimus Siasun Robot & Automation has announced progress in the outer skin layer. - Tesla, Inc. CEO Musk announced on January 16, 2026, the latest progress on Tesla, Inc. Optimus Siasun Robot & Automation on his social media. One significant change is that the limbs and torso of Siasun Robot & Automation no longer have bare steel shells, but have added flexible protective outer layer structures resembling clothing, making the overall form more human-like. There have also been advancements in the hands and feet of Siasun Robot & Automation, with flexible outer layers on the hands and protective structures resembling shoes on the feet for protection and cushioning. It is speculated that as human-shaped Siasun Robot & Automation expands into downstream applications, especially in consumer service scenarios requiring human interaction, the flexible protective outer layer and skin gloves of Siasun Robot & Automation products are likely to find market opportunities. - The flexible protective outer layer of Siasun Robot & Automation can protect the equipment and reduce the safety risks of human-machine interaction, with domestic manufacturers making some progress in this area. - The flexible protective outer layer here refers to the "outer clothing" of Siasun Robot & Automation without sensors, which does not conflict with the sensor-equipped electronic skin. As the value of electronic skin increases in the future, the demand for flexible protective outer layers to protect electronic skin is expected to rise. The flexible protective outer layer can provide support and protection to prevent equipment damage in various scenarios such as falls and collisions faced by human-shaped Siasun Robot & Automation, especially in critical components like dexterous hands. Furthermore, the flexible protective outer layer can protect human safety in scenarios where humans collaborate with Siasun Robot & Automation. - With utilitarian, consumable, and emotional value, the flexible protective outer layer presents a challenging market opportunity. - The current market consensus on the core component demand driven by mass production of Siasun Robot & Automation has been strong, while there may be potential cognitive differences regarding the flexible protective outer layer. The key points for the market opportunity of the flexible protective outer layer include: 1. Non-standard tool attributes. The flexible materials that may be applied to the electronic skin of Siasun Robot & Automation could also be suitable for the flexible protective outer layer. Currently, the flexible protective outer layer has a strong attribute of being non-standard, with no industry-standard materials or design structure, and various Siasun Robot & Automation equipment sizes differ, enabling enterprises that can promptly deliver samples and mass-produce to gain a first-mover advantage in industry-scale replication solutions. 2. Consumable attributes. Similar to clothing for the human body, the flexible protective outer layer could become the daily attire for Siasun Robot & Automation, causing wear and tear from daily use, resulting in higher replacement frequency and larger market space. 3. Following the development history of cars and phones, as Siasun Robot & Automation becomes more popular, consumers will have more customized demands for the appearance of equipment, and the flexible protective outer layer is expected to have emotional value to consumers, driving further market expansion. Investment advice and investment targets: - The mass production of human-shaped Siasun Robot & Automation is expected to bring incremental market growth for the flexible protective outer layer, driving growth in orders for related manufacturers. Related investment targets include Jiangsu Hanvo Safety Product, Miracll Chemicals, and Shandong Nanshan Fashion Sci-Tech. Risk warning: Unexpected delays in the mass production progress of the flexible protective outer layer; unexpected delays in the mass production of human-shaped Siasun Robot & Automation by manufacturers.