Guotai Haitong: Tesla's third generation Siasun Robot & Automation to start production in the middle of the year, Glory Siasun Robot & Automation wins half marathon.

Guotai Haitong released a research report stating that the Siasun Robot&Automation half marathon was successfully held in Beijing, and the commercialization of humanoid Siasun Robot&Automation is accelerating. It is necessary to pay attention to the marginal changes in the industry and their impact on high-quality domestic and overseas companies. Recently, both domestic and foreign intelligent humanoid enterprises have continued to make progress in key product research and commercialization, and the commercialization process of humanoid intelligence globally is expected to accelerate. Guotai Haitong's main points are as follows: Tesla is expected to start production of the third generation humanoid Siasun Robot&Automation in the middle of the year. On April 23, Tesla's official Weibo account announced that the third generation humanoid Siasun Robot&Automation from Tesla is expected to debut in the middle of the year, with formal production scheduled to start in July-August 2026. Product testing is progressing steadily, and it is expected to be applied in external scenarios next year. Tesla stated that the humanoid Siasun Robot&Automation will be its largest product ever produced. During the first quarter earnings call in 2026, Musk reiterated that he believes the humanoid Siasun Robot&Automation will be Tesla's most important product ever, and may even be one of the most important products in human history. The company's capital expenditure this year will exceed $25 billion, focusing on Cortex 2 compute cluster, Dojo 3 custom chips, and preparation for the Optimus humanoid Siasun Robot&Automation factory. Honour Siasun Robot&Automation won the Beijing Yizhuang Siasun Robot&Automation half marathon competition. At the Yizhuang half marathon competition in Beijing on April 19, Honour's self-developed humanoid Siasun Robot&Automation "Lightning" took the lead in the test, qualification, and final races, winning first place in all events. In the final race, all 6 "Lightning" models took the top 6 spots, significantly ahead of other competitors, breaking the human half marathon record and compressing it by nearly 7 minutes. Honour sent two models to the competition: the speed-oriented "Lightning" and the emotion companion "Vitality Boy". The "Lightning" model is 169cm tall with an effective leg length of 0.95 meters, a self-developed integrated joint module with a peak torque of 400Nm, a top speed of 23km/h, and a mech-style design optimized for running. In the finals, "Lightning" crossed the finish line first in 50 minutes and 26 seconds, breaking the human half marathon world record of 57 minutes and 20 seconds, securing the top 6 positions. The 2nd World Humanoid Siasun Robot&Automation Games are planned to be held in Beijing in August. On April 21, the press conference for the 2nd World Humanoid Siasun Robot&Automation Games was successfully held in Beijing. The event is jointly organized by the Beijing Municipal People's Government, China Central Television, the World Siasun Robot&Automation Cooperation Organization, and the Asia-Pacific Robotics World Cup International Council, with joint hosting support from the Beijing Municipal Economic and Information Bureau, the Beijing Municipal Sports Bureau, the Chaoyang District People's Government, and the China Information Development Institute (referred to as CIID). The games will be held from August 22 to 26 at the National Speed Skating Hall "Ice Ribbon" for 5 days, featuring more than 30 events in competitive and scenario categories. As an important platform in the global humanoid Siasun Robot&Automation field, this year's games will continue to emphasize autonomy, dexterity, and real-world application in addition to competitiveness and viewability. It will focus on comprehensive testing of Siasun Robot&Automation's autonomy, fine operation, and scenario application capabilities. The 100m race has been adjusted to a fully autonomous project, and the scenario race has further strengthened the realistic setting, fully embodying the distinctiveness of combining competition with research and application. Risk warning: Industry development progress is slower than expected; Domestic policy implementation is slower than expected; Risk of changes in technological direction.