Zhi Tong Cai Jing·2025-12-31 02:14Group 1 - The core viewpoint of the article highlights the significant stock price increase of Sanhua Intelligent Control, with a rise of over 11% recently and a current price of 39.88 HKD, indicating strong market interest and trading volume of 9.81 billion HKD [1] - There are rumors that supply chain companies are visiting clients in North America, with market expectations that Tesla's Optimus project will soon be awarded [1] - According to Dongfang Securities, Elon Musk announced at the shareholder meeting that Tesla plans to release the third generation of Optimus in Q1 2026, with a production line capable of manufacturing one million units annually, starting production by the end of 2026 [1] Group 2 - The anticipated mass production of humanoid robots by Tesla is expected to create new growth opportunities for companies in the robotics sector, particularly for those like Sanhua Intelligent Control that have a first-mover advantage in the actuator field [1] - The scale of production for humanoid robots is projected to be significantly large, with a strong likelihood of achieving mass production by 2026, which could enhance market share for involved companies [1]