Figure 03 Completes 80-Hour Package Sorting Livestream

CITIC Securities research noted that Figure 03 humanoid robot completed a livestreamed package sorting operation, marking acceleration of humanoid robots from laboratory stage to commercial application, according to the securities firm’s report. The robot operated continuously for over 80 hours and processed more than 100,000 packages, demonstrating significant improvements in autonomy, continuity, and reliability.

Commercialization Milestone

The extended package sorting task represents a critical industrial application test for humanoid robots. CITIC Securities stated that the sector’s investment focus has shifted from thematic investment to production expectations, with robot deployment in industrial, commercial, and household scenarios now a key capital market priority.

Production Timeline and Market Developments

According to the report, Tesla’s Optimus project is expected to launch mass production in July-August. Additionally, Chinese robotics companies including Yuanshi Technology are advancing initial public offering processes, with domestic robot manufacturers potentially facing valuation reassessment.

Investment Perspective

CITIC Securities recommended focusing on core supply chain segments as humanoid robot commercialization accelerates, citing upcoming product launches and production scaling as key monitoring points.