Changes in Hong Kong stocks | Most robot concept stocks are active, Sanhua Intelligent Control (02050) rose more than 5%. According to reports, Musk has set a red line for mass production for suppliers

The Zhitong Finance App learned that robotics concept stocks were mostly active. As of press release, Sanhua Intelligent Control (02050) rose 5.13% to HK$29.12; Johnson Electric Holdings (00179) rose 4.65% to HK$21.14; Eston (02715) rose 3.88% to HK$21.4; and Zhaowei Mechatronics (02692) rose 3.56% to HK$53.85.

According to the news, according to a late LatePost report, several Tesla supply chain sources revealed that Tesla recently finally issued specific Optimus parts procurement guidelines, requiring suppliers to increase production capacity by 1,000 units/week in September this year, and then increase production capacity to 2000-2,500 units/week by the end of the year. Two people close to the supplier said that Tesla will place orders about 2 months in advance, and now they have seen specific orders for hundreds of units in August. According to this estimate, Tesla's suppliers will have the capacity to supply 100,000 Optimus parts to Tesla every year by the end of the year.

Earlier, the Fremont production line tour signal released by Musk and Tao Lin's public statement to “start mass production by the end of the year” also showed that the second half of 2026 is a definitive window for Tesla Optimus mass production to begin. On the domestic side, Yushu's upcoming listing is expected to establish a systematic valuation anchor for the entire sector. CITIC Construction Investment previously indicated that the recent guidelines on supply chain volume and output guidelines have gradually been clarified, and that the pace of volume and volume has been gradually verified. The IPOs of domestic robotics companies continue to advance, which is expected to lead to a revaluation of ontological valuations. It is expected that the sector will continue to catalyze within the next quarter.