SIASUN(SZ:300024) Zhi Tong Cai Jing·2025-09-17 00:41Group 1 - Tesla CEO Elon Musk purchased over 2.5 million shares of Tesla stock worth approximately $1 billion on September 12, 2023, following a new compensation plan proposed by the board that could potentially be valued at nearly $1 trillion [1] - The board granted Musk up to 423.7 million restricted stock units, representing about 12% of the company's adjusted total shares, to be released in 12 tranches [1] - One of the operational goals to unlock the $1 trillion compensation is to achieve cumulative deliveries of 1 million humanoid robots, with 2025 anticipated as a pivotal year for mass production and commercialization of humanoid robots [1] Group 2 - The industry outlook for the second half of the year is positive, with more favorable catalysts than potential downsides, as the pessimistic period of June's production cuts and model changes has passed [2] - Domestic manufacturers are experiencing significant progress, with leading companies receiving large orders, launching new products, signing contracts, and engaging in financing activities [2] Group 3 - Relevant companies in the humanoid robot supply chain in Hong Kong include: Yuanchuang (02432), UBTECH (09880), Eagle Precision (01286), Shoucheng Holdings (00697), Jizhijia-W (02590), Sanhua Intelligent Control (002050), Dechang Motor Holdings (00179), and Tsugami Machine Tool China (01651) [3]