JPMorgan: Tesla Optimus Mass Production Guidance of 10,000 to 20,000 Units; Supply Chain Preference Favors Components
Source：
www.techflowpost.com
JPMorgan estimates that as mass production ramp-up proceeds gradually, robot hands remain the primary hardware bottleneck, and supply chain opportunities are shifting from complete systems to components. The firm recommends overweight positions in Hengli Hydraulic and Sanhua Intelligent Controls, as well as Green Harmonic and Orbbec; maintains a neutral stance on Inovance Technology and UBTECH Robotics; and assigns an underweight rating to Estun Automation and Unitree Robotics.
