Xin Lang Cai Jing·2025-10-28 12:40Core Insights - Tesla's Optimus robot has undergone multiple iterations since its development began in 2022, with increasing public commentary from Elon Musk regarding its progress [1] - Key updates include plans for a million-unit annual production supply chain by 2026, with production ramp-up dependent on the supply chain for critical components [1] - The V3 version's launch has been delayed to February-March 2024, but it is anticipated to be "the greatest product ever," with current challenges focused on the development of dexterous hands and forearms [1] Group 1: Investment Opportunities - Focus on domestic suppliers of rotary joint assemblies, as the industry is seeing a shift towards traditional automotive parts manufacturers who can leverage their production capabilities for robotics [3] - The preference for Tier 1 suppliers with established automotive industry experience is driven by their ability to ensure stable, high-quality mass production [3] - The development of rotary joints and reducers by domestic suppliers is critical as Tesla approaches mass production, with expectations for multiple Tier 1 suppliers to emerge in this space [4] Group 2: Technological Advancements - The hardware design of the Optimus robot will undergo continuous updates during the initial production phase to address manufacturing challenges [5] - New technologies and processes, such as lightweight materials and cost-reduction techniques, are being prioritized, particularly in the development of dexterous hands and forearms for the V3 model [5] - Tesla's long-term vision includes becoming a leading AI application company, with milestones tied to market capitalization and operational achievements, including the delivery of one million humanoid robots [5]