HK Stock Market Move | Siasun Robot&Automation concept stocks are mostly active. Zhejiang Sanhua Intelligent Controls (02050) is up more than 5%. It is reported that Musk has set a production red line for suppliers.

Siasun Robot & Automation concept shares are mostly active. As of the time of publication, Zhejiang Sanhua Intelligent Controls (02050) rose by 5.13% to 29.12 Hong Kong dollars; JOHNSON ELEC H (00179) rose by 4.65% to 21.14 Hong Kong dollars; Estun Automation (02715) rose by 3.88% to 21.4 Hong Kong dollars; Shenzhen Zhaowei Machinery & Electronics (02692) rose by 3.56% to 53.85 Hong Kong dollars. On the news front, according to a report from LatePost, several Tesla supply chain sources revealed that Tesla has finally issued specific purchase instructions for Optimus parts, requiring suppliers to increase production capacity to 1000 units per week by September this year, and then to 2000-2500 units per week by the end of the year. Two sources close to suppliers said that Tesla will place orders about 2 months in advance, and they have already seen specific orders for hundreds of units in August. Based on this estimate, Tesla suppliers are expected to have the capacity to supply Tesla with 100,000 units of Optimus components annually by the end of the year. Previously, Musk's signal for the start of production of the Fremont production line and Talin's "start of mass production by the end of the year" public statement also indicated that the second half of 2026 is the certainty window for Tesla's Optimus mass production. Domestically, the imminent listing of Yushu is expected to establish a systemic valuation anchor for the entire sector. China Securities Co., Ltd. previously pointed out that the recent clarity of the supply chain production scale guidelines, the gradual validation of the volume pace, the continued progress of the IPO of domestic Siasun Robot & Automation company, and the expected continuous catalysis of the sector within the next quarter.