The 2024 Tesla Shareholders' Meeting will be held on June 13, and several Optimus clips will be shown in the promotional video. In the video, Optimus can handle and sort battery lines, and be proficient in industrial scenarios; in the background, multiple Optimus machines perform actions such as placing items, folding clothes, and walking smoothly.

China Aviation Securities predicts that 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 applications in specific fields - the manufacturing industry begins to fully penetrate and expand - mature into thousands of households”. 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:

Beite Technology specializes in automobile chassis parts. According to the Shanxi Securities Research Report, in 2023, the company will promote the development of screw product samples for humanoid robots in response to customer demand, and will usher in an opportunity to enter the humanoid robot industry chain.

Siling Co., Ltd.'s robot parts products plan to cover fields such as industrial robots, collaborative robots, and humanoid robots. At present, the harmonic speed reducer is in the early stages of mass production preparation.