特斯拉研究之业务篇：电动汽车领航，能源生态与人形机器人共筑未来

投资要点 ➢ 一、电动汽车先锋，推动全球可持续能源变革.............................................................................41.电动汽车与清洁能源领军者，马斯克引领技术创新与可持续发展..............................................................42.宏图三部曲，特斯拉引领能源革命的巅峰之路............................................................................................5二、电动汽车领航，能源生态与人形机器人共筑未来...................................................................71.汽车业务：打造全系列电动汽车产品矩阵，树立新能源汽车行业先锋形象................................................72.能源业务：整合能源产业链，构建太阳能生态闭环..................................................................................113.人形机器人业务：AI完美载体，特斯拉潜在的未来增长动力...................................................................13三、投资建议.............................................................................................................................151.拓普集团....................................................................................................................................................172.旭升集团....................................................................................................................................................183.新泉股份....................................................................................................................................................194.沪光股份....................................................................................................................................................19四、风险提示.............................................................................................................................21 ...................................................................................................................................................4...................................................................................................................................................5..............................................................................................................................................5..............................................................................................................................................6..............................................................................................................................................6..............................................................................................................................8...................................................................................................................................................8...................................................................................................................................................8.........................................................................................................................9...................................................................................................................................9................................................................................................................................10................................................................................................................................10...................................................................................................10...................................................................................................................................11....................................................................................................................................11..........................................................................................................12...................................................................................................................12............................................................................................................12 ............................................................................................................12................................................................................................................................13.....................................................................................................................13............................................................................................................................14..................................................................................................18...............................................................................................18..................................................................................................18...............................................................................................18..................................................................................................19...................................................................