Jin Rong Jie·2025-12-31 03:09Core Viewpoint - The stock of Sanhua Intelligent Control (02050) has seen significant price movements, with a recent increase of over 5% during trading, following a previous surge of over 11% [1] Group 1: Stock Performance - As of the latest update, the stock is priced at 39.88 HKD, with a trading volume of 9.81 billion HKD [1] Group 2: Market Expectations - Supply chain companies are reportedly visiting clients in North America, leading to market speculation that Tesla's Optimus project will soon be contracted [1] - According to Dongfang Securities, Elon Musk announced at a shareholder meeting that Tesla plans to release the third generation of Optimus in Q1 2026 and will establish a production line capable of manufacturing one million units annually, with production expected to start by the end of 2026 [1] Group 3: Business Growth Potential - The anticipated mass production of humanoid robots is expected to provide Sanhua Intelligent Control with a first-mover advantage in the robotics actuator sector, potentially allowing the company to capture a larger market share and open new growth avenues [1]