Sou Hu Cai Jing·2025-10-15 14:54Core Viewpoint - Tesla's humanoid robot supply chain concept stocks surged, particularly shares of Sanhua Intelligent Control, following rumors of a significant order from Tesla [1][3]. Group 1: Stock Market Reaction - Sanhua Intelligent Control's A-shares and H-shares experienced substantial increases, with some stocks reaching their daily limit up, and over 20 other robotics-related stocks also saw gains exceeding 10% [1]. Group 2: Order Rumors - Market rumors suggested that Tesla placed a large order worth $685 million for Optimus linear actuators from Sanhua Intelligent Control, with deliveries expected to start in Q1 2026 [3]. Group 3: Company Clarification - Sanhua Intelligent Control issued a statement clarifying that the rumors regarding the large order were untrue, and the company had no undisclosed significant matters [6][10]. - The company emphasized that it had not participated in any media interviews on October 15, 2025, and urged investors to rely on official disclosures from designated media [11][12]. Group 4: Company Role in Tesla's Supply Chain - Sanhua Intelligent Control is responsible for several core joint drive components for Tesla's robots and supplies these parts to Tesla's key production bases in Hangzhou Bay and Mexico [13].