特斯拉擎天柱新进展备受关注！MIM技术成焦点，概念股年内股价上涨

Group 1 - Tesla announced significant progress on its Optimus robot, with plans to launch a prototype within three months and begin mass production in early 2026, potentially revitalizing supply chain opportunities [1] - The focus on Metal Injection Molding (MIM) technology is highlighted as a key area of interest, especially for the production of complex precision components [3] - The demand for high-precision, complex, and high-strength parts is expected to increase due to advancements in humanoid robots, AI devices, smart wearables, and high-end manufacturing, positioning MIM technology for a blue ocean market [3] Group 2 - The A-share market has 11 listed companies related to MIM, with some stocks, such as Tonglian Precision, experiencing significant price increases, including a "20cm" limit up on July 24, reaching a historical high [3] - Meihua Co., a subsidiary of Suzhou Light, specializes in powder metallurgy and MIM technology, serving major clients like Tesla and BorgWarner, and has seen its stock price rise nearly 104% this year [4] - Other companies like Mingyang Technology and Haichang New Materials have also reported stock price increases exceeding 50% this year [4]