Zhi Tong Cai Jing·2025-10-15 05:49Core Viewpoint - Sanhua Intelligent Control (002050) shares surged over 10% following rumors that Tesla has placed a large order exceeding 5 billion yuan for its linear joint products, which are critical for the precision movement of the Optimus humanoid robot [1] Group 1: Company Performance - As of the report, Sanhua Intelligent Control's stock rose by 10.52%, reaching 38.66 HKD, with a trading volume of 1.058 billion HKD [1] - The company is identified as a key supplier for Tesla's humanoid robot actuator assembly, indicating a strong business relationship [1] Group 2: Market Implications - The order from Tesla is expected to significantly boost Sanhua's revenue as the humanoid robot moves towards mass production [1] - Galaxy Securities previously noted the deep integration of Sanhua with Tesla, reinforcing its position in the supply chain for the robot's components [1]