晚点独家丨特斯拉暂停人形机器人生产，修改设计

Core Viewpoint - Tesla's production targets for the Optimus humanoid robot have largely fallen short, with significant adjustments being made to its hardware and software technology [2][4]. Group 1: Production and Supply Chain Adjustments - Tesla has paused the procurement of parts for the Optimus robot, indicating that new production plans will only be determined after design adjustments, which may take up to two months [4][6]. - As of the end of May, Tesla had procured enough parts to produce 1,200 units of Optimus and had nearly completed 1,000 units, but the original target of 5,000 units for the year is now deemed unattainable due to the interruption in parts procurement [4][6]. - The departure of Milan Kovac, the original head of the Optimus project, has initiated a leadership change, with Ashok Elluswamy now overseeing the project [6]. Group 2: Technical Challenges - The Optimus robot faces several hardware issues, including overheating motors, low payload capacity, short lifespan of transmission components, and limited battery life [7]. - Tesla is exploring multiple suppliers for dexterous hands and is testing at least three different technological approaches to improve the robot's capabilities [7]. Group 3: Market and Financial Implications - Tesla's stock price fell by 5.34% recently, with several investment banks lowering their delivery expectations for the second quarter due to weak demand in Europe and China [9]. - There are concerns regarding potential policy backlash following public disputes between Elon Musk and former President Trump, which may affect investor sentiment [9]. - Tesla plans to showcase the third-generation Optimus at the upcoming shareholder meeting, as Musk needs to demonstrate the value of new products to regain investor confidence [9].