Zhi Tong Cai Jing·2025-10-10 06:20Core Viewpoint - Sanhua Intelligent Control (002050) has seen its stock price drop over 6%, with a cumulative decline of nearly 10% this week, primarily due to issues related to Tesla's humanoid robot production plans [1] Company Summary - Sanhua Intelligent Control's stock price fell by 6.34%, reaching 40.46 HKD, with a trading volume of 613 million HKD [1] - The company is a key supplier of actuator assemblies for Tesla's humanoid robots, which are expected to drive revenue growth as production scales up [1] Industry Summary - 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 technical challenges with the robot's hand and forearm design [1] - Tesla has temporarily halted production and is facing a backlog of unassembled units, but aims to expand the humanoid robot's scale, with plans to launch a third generation by the end of 2025 and begin mass production in 2026 [1]