Core Viewpoint - The robotics sector is experiencing a significant rise, driven by market anticipation of Tesla's Optimus robot, with several companies in the industry seeing notable stock price increases [1] Group 1: Stock Performance - LKE Technology (00558) increased by 6.04%, trading at HKD 3.51 [1] - Sanhua Intelligent Control (002050) (02050) rose by 5.27%, trading at HKD 40.34 [1] - Delta Electronics (00179) saw a 4.1% increase, trading at HKD 30.94 [1] - UBTECH Robotics (09880) grew by 2.45%, trading at HKD 129.4 [1] Group 2: Market Developments - Recent rumors indicate that suppliers are visiting North America, suggesting that Tesla's Optimus project is nearing contract awards, leading to market excitement [1] - Galaxy Securities released a report predicting that Tesla's third-generation Optimus robot will be launched in 2026, with mass production expected to reach tens of thousands of units next year [1] - Increased communication within the supply chain is noted, with key events related to mass production, pricing, and factory audits approaching [1] Group 3: Investment Insights - Tesla's robot is viewed as a benchmark for the humanoid robot industry, with its progress being a major catalyst for investment in this sector [1] - Elon Musk's compensation plan, approved in November, includes performance targets such as delivering 1 million units of the Optimus robot [1] - The report emphasizes that the mass production of Tesla's robots will rely on domestic supply chains, recommending a focus on companies that are deeply involved in the Tesla robot project and have mass production capabilities [1]