Optimus V3量产时间，敲定！

Core Insights - The article discusses the production timeline and capacity guidance for Tesla's Optimus V3 robot, highlighting the increasing clarity around its mass production schedule [2][3][5]. - The communication between Tesla's Tier 1 suppliers and North American partners is emphasized, indicating a positive outlook for the supply chain and production capabilities [5][8]. Production Guidance - The production capacity for Optimus V3 is projected to start with 2 units per week in January, increasing to 10 units in February, 2000 units by June, and reaching 10,000 units per week by early next year [5]. - The guidance aligns with recent confirmations from core suppliers regarding production capabilities and locations, particularly in Thailand and the U.S. [5]. Supplier Insights - Key suppliers, such as the hand screw supplier (R) and electronic skin supplier (H), are highlighted as critical components in the production process, with the latter showing significant stock performance following positive news [6][7]. - The article suggests that companies with overseas production capabilities should be closely monitored, especially those involved in the mass production of Optimus V3 [7]. North American Communication - The article notes that several Tier 1 suppliers have recently engaged in discussions in North America regarding production matters, which are expected to attract investor attention [9]. - Companies that have received contracts and are involved in North American communications are seen as having a favorable outlook, with many experiencing stock price increases [8][9]. Market Trends - The article indicates a trend of increasing interest in the humanoid robot sector, with various companies in the supply chain experiencing positive market movements [10][12]. - The focus on new technologies and materials, such as TPU and GaN, is also mentioned as part of the evolving landscape in the humanoid robotics industry [10].