2 1 Shi Ji Jing Ji Bao Dao·2025-12-09 13:52Core Viewpoint - The production of humanoid robots by Tesla is approaching, with significant developments in the supply chain and technology, but concerns remain regarding the actual capabilities and readiness of the robots for market deployment [3][5][11]. Group 1: Production and Supply Chain Developments - Tesla's humanoid robot team is reportedly undergoing factory audits in China, likely in preparation for the launch of the Optimus Gen3 robot in Q1 of next year [3]. - The supply chain for Tesla's humanoid robots is nearing readiness, with successful completion of equipment audits and the establishment of standardized technical documentation [5]. - The expectation of mass production for Tesla's humanoid robots is growing, with key suppliers on the verge of receiving official designations [5]. Group 2: Market Reactions and Concerns - Following the release of a video showing a Tesla robot's interaction, which suggested remote operation rather than autonomous functionality, Tesla's stock fell by 3.39%, erasing approximately $50 billion in market value [3][4]. - The market remains divided on the implications of the factory audits and the recent video, with some analysts suggesting that the audits may not be directly linked to the timeline for mass production [6][7]. - Despite skepticism regarding the robot's capabilities, there is still significant anticipation for the official launch of Tesla's humanoid robots in the coming year [4][6]. Group 3: Industry Impact and Future Outlook - The developments at Tesla are seen as pivotal for the global humanoid robot industry, influencing confidence among other market players [8][9]. - Analysts believe that if the Optimus Gen3 robot performs well and demonstrates new applications, it could accelerate the growth of the humanoid robot sector in China [9]. - Tesla's focus on humanoid robots is critical for achieving its ambitious market valuation goals, especially in light of its recent compensation plan for CEO Elon Musk, which ties his rewards to significant increases in company valuation [11].