Quan Jing Wang·2025-10-08 08:00Core Insights - Tesla's CEO Elon Musk recently showcased the company's humanoid robot "Optimus" demonstrating martial arts skills, highlighting the advanced capabilities of AI [1] - Tesla plans to launch the third generation of "Optimus" by the end of 2025, with mass production starting in 2026 and a target of one million units by 2030, indicating a rapid acceleration in the humanoid robot industry [1] Company Overview - Changying Precision has a long-standing partnership with Tesla, having supplied critical components for Tesla's electric vehicles, which positions the company well to enter the robot supply chain [2] - The demand for precision components in humanoid robots aligns with Changying Precision's core business, as the robots require high-precision parts for joints, torso, and hands [2] Product Capabilities - Changying Precision is capable of developing parts from various materials, including aluminum, magnesium, titanium alloys, and engineering plastics, using multiple manufacturing processes [3] - The company currently supplies over 400 part numbers for humanoid robots, primarily focusing on transmission components [3] Market Trends - Tesla's strategic shift towards AI and robotics, with an expectation that 80% of its value will come from the Optimus robot, suggests increased resource allocation to robot projects [4] - Changying Precision is expected to benefit from this shift, potentially capturing a significant share of the humanoid robot components market [4] Financial Performance - In the first half of the year, Changying Precision's revenue from overseas humanoid robot parts exceeded 35 million yuan, a significant increase compared to 10.11 million yuan for the entire year of 2024 [4] - From January to August, the company's revenue from humanoid robot components reached 80 million yuan, indicating accelerated growth [4] Future Outlook - The humanoid robot industry is projected to reach a trillion-level market size in the next decade, with Tesla likely to become a leading player due to its AI technology and production capabilities [5] - Changying Precision's deep integration with Tesla is expected to enhance its brand recognition and market position in the robot components sector, paving the way for future collaborations with other robot manufacturers [5]