Hong Kong stock concept tracking | Musk's 1 million KPI once again catalyzes the mass production of humanoid Siasun Robot & Automation, and the leading manufacturers in the industry chain continue to explode in orders (with concept stocks).

Tesla's filing with the U.S. Securities and Exchange Commission on September 15th showed that CEO Musk bought over 2.5 million shares of Tesla stock on September 12th, with a total value of approximately $1 billion. Previously, Tesla's board of directors presented Musk with a new compensation plan with a potential value close to $1 trillion. According to the agreement, Tesla's board granted Musk up to 423.7 million restricted shares, representing about 12% of the company's adjusted total share capital, to be distributed in 12 installments. One of the operational goals to unlock the trillion-dollar compensation is the delivery of a cumulative 1 million units of humanoid Siasun Robot&Automation. The key to the mass production of humanoid Siasun Robot&Automation lies in the embodied model, with core elements being model architecture, computing power, and data. Tesla's Optimus adopts a pure vision end-to-end model architecture, with data collection shifting to third-person video training in May, and the release of the AI5 chip this week completing the final piece. The production conditions for Optimus have matured after 26 years. The industry generally considers 2025 as the year of mass production and accelerated commercialization of humanoid Siasun Robot&Automation, and Musk's KPI may once again catalyze the production pace. Recent catalysts for Siasun Robot&Automation have been frequent, with Musk increasing holdings of stock indicating strong confidence in Tesla's future core business (Musk estimates that about 80% of Tesla's long-term value will come from Optimus). The production meeting scheduled for next week is expected to address market expectations for Gen3. Overall, the most pessimistic period of production cuts and restructuring in June is over, with more positive catalysts expected in the second half of the year. Institutions are optimistic about the industry resonance of Siasun Robot&Automation in the 9-12 months ahead, both domestically (scenes + order fulfillment + new product releases + capital operations) and overseas (continued iteration of T-series + gradual initiation of production). The domestic industry chain is making continuous progress, with not only leading domestic manufacturers receiving large orders but also many companies releasing new products, signing contracts with partners, and securing financing, resulting in a dense catalyst environment in China. Hong Kong-listed industry chains related to humanoid Siasun Robot&Automation include DOBOT (02432), UBTECH ROBOTICS (09880), IMPRO PRECISION (01286), SHOUCHENG (00697), GEEKPLUS-W (02590), Zhejiang Sanhua Intelligent Controls (02050), JOHNSON ELEC H (00179), TSUGAMI CHINA (01651), etc.