特斯拉砍单传言扰动概念股，业内人士称订单尚无变化丨21新智人

Group 1 - The 2025 Hangzhou International Humanoid Robot and Robotics Technology Exhibition is seen as a significant catalyst for the recent development of the robotics industry in China [1] - Following rumors of Tesla's robot order cuts, A-share market robotics concept stocks experienced a decline on June 20, with Zhejiang Rongtai and others seeing significant drops [1] - On June 23, the robotics index rebounded by 1.14%, while Tesla-related stocks continued to decline [1] Group 2 - Elon Musk has previously stated that Tesla aims to produce the Optimus humanoid robot in small batches by 2024, with plans for mass production by 2026 [2] - The Optimus project has faced leadership changes, with Milan Kovac, the previous project head, announcing his departure, raising concerns about the project's direction [3][4] - Ashok Elluswamy has taken over the Optimus project, which may indicate a shift in focus towards refining existing models rather than large-scale production [4] Group 3 - Tesla is developing a third generation of Optimus with various improvements, aiming for a retail price of $20,000 to $30,000, making it accessible for household tasks [5] - The second generation of Optimus has shown significant enhancements, including a 30% increase in walking speed and a 10 kg weight reduction [6] Group 4 - The market for dexterous hands, a key component of humanoid robots, is highly competitive, with companies like Qiangnao Technology and Lingqiao Intelligence participating in the industry [7] - Qiangnao Technology emphasizes cost-effectiveness and stability in its products, offering competitive pricing compared to other high-cost solutions [7][8] - Lingqiao Intelligence has introduced a three-finger dexterous hand at a significantly lower price point, catering to market demand for more affordable options [8]