Tesla's robot mass production is imminent, and the A-share "circle of friends" is starting to move in response.

On July 3rd, the A-share humanoid robot sector strengthened, with T-chain concept stocks showing particularly significant increases. In terms of news, on July 1st, Tesla CEO Musk posted a group photo with the caption "Visiting the Optimus Prime robot production line at Fremont factory." According to Tesla executives, the first official production line for Optimus has started installation, with plans to gradually expand to 40 production lines. Musk has previously made several changes in direction regarding humanoid robot business, and the production milestone for Tesla's Optimus has been continually delayed, leading to controversy. Can this production fulfill Musk's repeated promises? A mechanical industry analyst told reporters that due to factors such as the need for improvement in dexterity performance and immature technology solutions, Tesla's Optimus production has been delayed multiple times, but this time is different. The start of production line indicates that Tesla has put production on schedule. The first production line is expected to play a pioneering role, used for quality inspection and technology confirmation, serving as the final sprint before formal production. With more production lines being implemented in the future, Chinese suppliers will receive certainty orders, and the humanoid robot supply chain is expected to replicate the explosive growth of the new energy vehicle industry chain in the past.