特斯拉发包在即，Optimus产业链公司12月速递

Core Insights - Tesla is accelerating the mass production of the Optimus robot, leading to positive news for the supply chain companies, with T-chain stocks performing better than expected [2][5] - The key catalyst for T-chain stocks in December was Tesla's factory audit and subsequent contract awards, which triggered a significant upward trend in stock prices [2][4] - The rebound in T-chain stocks began on November 21, driven by the realization of previously anticipated benefits and the absence of major negative catalysts [3][4] Summary by Sections - Production and Supply Chain Developments - Tesla's factory audit in December was less impactful than anticipated, with only XJ benefiting significantly from a successful audit, leading to a positive market reaction for related stocks [3][4] - Several T-chain suppliers received initial design documents in early November, which contributed to the positive sentiment in the market [2] - Market Trends and Stock Performance - The T-chain stocks experienced a rebound starting from November 21, with significant price increases observed, particularly for stocks linked to confirmed production guidance and contracts [3][4] - Despite a brief downturn in mid-December, the market saw renewed optimism due to favorable news regarding production progress and contract confirmations [4][5] - Future Outlook and Investment Opportunities - The T-chain companies are expected to continue receiving positive catalysts as they engage in discussions regarding production in North America, with many companies already reporting orders and contract confirmations [5][6] - The introduction of new technologies and processes, such as GaN technology and integrated sensors, is anticipated to further enhance the performance of T-chain stocks [6][7]