Tesla's humanoid robot “Optimus (Optimus)” is one step closer to “replacing real workers in the factory.” On May 5, Tesla released Optimus's latest progress video, showing its ability to sort batteries, walk, and perform factory tasks, with the caption “Recently trying to become useful!”

In a recent Tesla earnings call for the first quarter, Musk revealed that it is expected that by the end of this year, Optimus will perform “useful tasks” again at the factory and plans to sell Optimus abroad by the end of 2025. According to China Aviation Securities, with the launch of Tesla Optimus, humanoid robots will enter the first year of mass production in 2025, and their commercial scenario is expected to experience the three stages of “Tesla leading factory application in specific fields — the manufacturing industry begins to fully penetrate and expand — entering thousands of households after maturity”. The cumulative demand for humanoid robots is expected to reach about 2 million units in 2030, corresponding to a market space of about 570 billion yuan.

According to the Finance Federation's theme library, among the relevant listed companies:

Mingzhi Electric has been engaged in the R&D, production and operation of products in the field of motion control for more than 20 years. In the field of motion control, it has mastered core control motor development technology, drive control technology and cutting-edge manufacturing technology.

Fengli Intelligence said that large-scale development of humanoid robots will increase the company's business to a certain extent. The company's main products include small modulus gears, precision speed reducers and parts, new energy transmission and pneumatic tools.