【华鑫汽车|行业周报】 Tesla机器人生产节奏进一步明确,多家车企密集宣布L3级自动驾驶量产计划

华鑫研究
24 Mar

投资要点▌Tesla机器人生产节奏进一步明确,目前已订购超万台零部件特斯拉在弗里蒙特的新生产线上生产了第一台人形机器人。特斯拉今年目标生产5k台,且已订购的零部件足够支撑今年生产1w-1.2w台,2026年目标是生产5w台。T链确定性增强,有望迎来反弹机遇。相较于马斯克在1月9宣称要在2026年生产5-10万台机器人,目前特斯拉量产进度符合预期。我们认为根据明年的生产目标,2026年特斯拉机器人...

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