智通财经网·2025-10-10 06:17Core Viewpoint - Sanhua Intelligent Controls (02050) has seen a significant decline in stock price, dropping over 6% and nearly 10% for the week, with A-shares falling close to 8% [1] Group 1: Company Performance - As of the latest report, Sanhua's stock is down 6.34%, trading at HKD 40.46, with a trading volume of HKD 613 million [1] Group 2: Industry Developments - Tesla initially planned to produce at least 5,000 units of its humanoid robot Optimus this year, but has reduced the target to 2,000 due to engineering challenges [1] - Significant technical difficulties with the robot's hand and forearm design have led to a temporary halt in production, resulting in a backlog of unassembled units [1] - Tesla AI announced plans to scale up humanoid robot production, aiming to launch the third generation by the end of 2025 and begin mass production in 2026 [1] Group 3: Business Outlook - Sanhua is deeply integrated with Tesla as a primary supplier of humanoid robot actuator assemblies, indicating potential for rapid revenue growth as Tesla's robot production ramps up [1]