特斯拉Optimus量产在即！MIM概念股梳理（附股）

Group 1 - MIM (Metal Injection Molding) is a technology that combines powder metallurgy and plastic injection molding, enabling efficient production of high-precision, complex metal parts [1][2] - The recent surge in MIM concept stocks is driven by Tesla's humanoid robot project, with a prototype expected within three months and mass production slated for early 2026 [1][2] - MIM technology offers significant advantages over traditional metal processing methods, meeting the high precision and complex structure requirements of Tesla's Optimus Gen3 and future models [2] Group 2 - The demand for high-precision, complex, and high-strength parts is increasing due to the rapid development of humanoid robots, AI terminal devices, smart wearables, and high-end consumer electronics [2] - China has become the largest MIM market, with applications primarily in consumer electronics, and the demand for MIM technology is expected to grow significantly in various sectors [2] - According to MarketsandMarkets, the global powder metallurgy market is projected to reach $42.6 billion in 2024 and $72 billion by 2030, with a compound annual growth rate of over 9.5% [2] Group 3 - Tonglian Precision (688210.SH) focuses on MIM technology and is advancing automation in production while expanding into CNC and laser cutting processes [2][3] - Dongmu Co., Ltd. (600114.SH) is a leading player in powder metallurgy, benefiting from the booming demand for MIM in the foldable screen hinge market and actively engaging in the robotics sector [3] - Meihu Co., Ltd. (603319.SH) conducts research and production of powder metallurgy and MIM technology, with major clients including Tesla and BorgWarner [3] - Mingyang Technology (837663.BJ) specializes in the development, production, and sales of high-performance, high-strength, and complex-shaped components [3]