Sou Hu Cai Jing·2025-09-02 16:11Group 1 - The core focus of Tesla's "Master Plan Part 4" is on the scale-up of FSD (Full Self-Driving) and the Optimus robot, with an expectation that approximately 80% of Tesla's future value will come from the Optimus robot [3][10] - Tesla has optimistic guidance for robot production capacity, aiming for a weekly output of 10,000 units by Q3 next year, with suppliers being asked to prepare for ramp-up [3][10] - The "Master Plan Part 4" emphasizes sustainable development and the integration of artificial intelligence into everyday life, aiming to redefine labor and enhance human productivity [7][10] Group 2 - The human-shaped robot industry in China is shifting focus from technological breakthroughs to commercial viability, with customer progress and order sizes becoming key competitiveness metrics [12] - Companies like Boke Co. have transitioned from small batch orders to larger scale orders, with a projected growth of over 100% in related business by mid-2025 [12][13] - Yushu Technology plans to submit its IPO application between October and December 2025, with a significant portion of its sales coming from quadruped and humanoid robots [14]