大趙(@zhongwen2005):Market News: Tesla recently placed a new order for approximately 5,000 units with its suppliers. This marks the first mass-production order in the thousands, following previous trial production orders for several hundred units. Additionally, Tesla is accelerating factory audits for its Optimus humanoid robot supply chain in China, visiting suppliers in Shanghai, Hangzhou, Ningbo, and Xiamen. These dual signals—factory audits and orders—signal that Optimus has officially transitioned from engineering prototypes to a reproducible manufacturing phase. Industry observers believe that Tesla’s visits to Chinese suppliers further confirm the acceleration of its mass production timeline.

大趙@zhongwen2005

2026.09.17 04:25

Market News: Tesla recently placed a new order for approximately 5,000 units with its suppliers. This marks the first mass-production order in the thousands, following previous trial production orders for several hundred units. Additionally, Tesla is accelerating factory audits for its Optimus humanoid robot supply chain in China, visiting suppliers in Shanghai, Hangzhou, Ningbo, and Xiamen. These dual signals—factory audits and orders—signal that Optimus has officially transitioned from engineering prototypes to a reproducible manufacturing phase. Industry observers believe that Tesla’s visits to Chinese suppliers further confirm the acceleration of its mass production timeline.

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