Optimus核心产业链公司“名单”，来了！

Core Viewpoint - Tesla's Optimus Gen3 production audit has concluded, with seven domestic companies becoming Tier 1 suppliers for Tesla's robotics supply chain, indicating a significant development in the robotics sector [2][4]. Group 1: Tesla's Supply Chain Developments - Tesla has reportedly ordered linear actuators from Chinese supplier Sanhua Intelligent Control, valued at $685 million (approximately 5 billion yuan) [4]. - The information about the seven companies being approved as suppliers aligns with a previous factory audit list circulated on December 8, which also mentioned the same companies [4]. - There is skepticism regarding the authenticity of the supplier list, as the audit process was completed in a very short timeframe, raising questions about the validity of the claims [4]. Group 2: Production Timeline and Expectations - As of late December, some Tier 1 suppliers are heading to North America to discuss production matters and finalize agreements, with expectations for specific production timelines to be confirmed by the end of December or early January [5]. - The recognized key components for production include lead screws, reducers, and dexterous hands/body modules, with expectations for finalization in January [5]. - The production capacity is set to ramp up significantly, with suppliers preparing for a weekly output of 3,000 to 5,000 units by Q3 2026 [5]. Group 3: Market Trends and Investment Opportunities - The robotics sector is experiencing a bullish trend, with the anticipation of Optimus production leading to increased interest in core Tier 1 suppliers [6][11]. - The focus is shifting from a broad range of suppliers to a more concentrated group of high-certainty companies, indicating a maturation of the market [6]. - New technologies and processes are emerging, with companies involved in GaN technology, ceramic balls, and integrated sensors seeing positive market movements [10]. Group 4: Key Suppliers and Market Activity - Recent communications from suppliers such as WX and KS indicate they have received supplier codes and are in the order inquiry phase, with significant ASPs reported [9]. - Companies that have secured orders or are in the final stages of approval are expected to be the focus of market attention, with several experiencing rapid stock price increases [8][9]. - The ongoing developments in the robotics supply chain are expected to yield more positive news and investment opportunities as the market evolves [10].