Optimus is Still Climbing, A-Shares Supply Chain Orders Already Scheduled to 2027?
Overview
特斯拉将造车工厂平移至机器人业务，中国厂商占据全球人形机器人收入前五，Optimus硬件装配仍需人工，关键零部件订单排至2027年。","latest":"Optimus硬件装配依赖人工，绿的谐波订单排至2027年。"}
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- Chinese robotics — Hardware and sensingOptimus is Still Climbing, A-Shares Supply Chain Orders Already Scheduled to 2027?
The article discusses the progress of Tesla's Optimus robot and the challenges in its production, including manual assembly of complex components. It also highlights the growing role of Chinese manufacturers in the supply chain, securing long-term orders and positioning themselves as key players in the industry. Despite the hype around humanoid robots, the article notes that many companies are still in the early stages of production and profitability.
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Current attention 7·Peak within the comparable range 7（2026-10-13 21:00 UTC）·Change within the comparable range over 24 hours –
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