On June 12, Sanhua Intelligent Controls (02050.HK) rose 4.8% in regular trading, trading at HKD 29.82/share, with turnover of HKD 119 million. The rally comes amid broad strength in the robotics supply chain sector.

The move is catalyzed by reports that Tesla has officially commenced domestic factory audits for its Optimus robot program. According to industry sources, Tesla is engaging multiple suppliers in Ningbo, with GEN3 design expected to be frozen within the coming weeks ahead of a formal external release. Tesla has reportedly asked suppliers to ramp capacity to weekly production of over one thousand units, with significant volume guidance for the following year reconfirmed. Additionally, Tesla plans to extend audits to Thailand in October, where Sanhua has established manufacturing capacity.

Sanhua is identified as a core Tier 1 supplier for Tesla's rotary joint actuators and robot thermal management systems, contributing two value streams per unit. The company has confirmed receipt of Tesla's formal Production Purchase Agreement, marking the transition from sampling to mass production readiness. Tesla's Optimus Gen3 is scheduled to begin production at the Fremont facility in July-August, with annual capacity planning recently raised to 300,000 units.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)