Di Yi Cai Jing·2025-12-03 00:14Core Insights - Tesla's fourth chapter of its master plan emphasizes the humanoid robot, Optimus, which is projected to account for approximately 80% of the company's future value according to Elon Musk [1] - The production process for the robot has faced challenges since the beginning of the year, but with the largest incentive plan ever provided by the Tesla board to Musk, he is refocusing on the company's operations and increasing his efforts in the robot business [1] - The hardware design for the robot is nearing finalization, with Musk anticipating the release of Optimus V3.0 in Q1 2026 and mass production to commence by the end of 2026 [1] - The Chinese supply chain plays a crucial role in Tesla's robot production, and the acceleration of the production process is noteworthy, prompting recommendations to pay attention to companies within the Tesla robot industry chain [1]