SIASUN(SZ:300024) Xin Lang Cai Jing·2025-09-03 02:04Group 1 - The core viewpoint indicates that Tesla's Optimus production guidance for 2026 suggests a weekly output of 1,000 to 10,000 units, translating to an annual production of 50,000 to 500,000 units, but the guidance range is considered too broad and not very instructive [1] - Historical performance shows that Tesla's guidance often misses targets, suggesting that market funding trends and industry catalysts should be the primary focus rather than feasibility [1] - The recent surge in robot-related stocks indicates strong market interest and funding dynamics, with a notable rally in the robotics sector [1] Group 2 - The upcoming Tesla shareholder meeting on November 6 is expected to finalize the third-generation Optimus, with an IPO application from Yuzhu Technology anticipated between October and December, projecting that quadruped and humanoid robots will account for 65% and 30% of 2024 sales, respectively [1] - As of September 3, 2025, the National Securities Robotics Industry Index (980022) has seen a slight increase of 0.21%, with several component stocks, including Lingyun Optics and Liyuanheng, experiencing notable gains [1] - The Penghua Robotics ETF closely tracks the National Securities Robotics Industry Index, which reflects the price changes of listed companies in the robotics sector [2]