Tuopu Group is about to realize its plan to produce one million Optimus humanoid robots per year

Tuopu Group’s interim report shows that the company’s robot linear actuators and rotary actuators have provided samples to customers many times. Starting from the first quarter of 2024, these products will enter the mass production stage. The customer requires the company to complete the installation and commissioning of four production lines this year to achieve the first-phase production capacity of 100,000 units per year, and plans to increase the annual production capacity to one million units in the future. Huachuang Securities stated that the “Optimus moment of humanoid robots” is coming

Tuopu Group has become a supplier of Tesla since 2016, which makes Tuopu Group the core company of Tesla’s industrial chain

1) Product situation: The robot linear actuators and rotary actuators developed by the company have been successfully sent to multiple customers, and have been recognized and praised by customers; this proves that the core components produced by domestic manufacturers are in Attractive and potential market value in global markets

2) Production plan: According to project requirements, starting from the first quarter of 2024, we will gradually enter the mass production stage. The initial order is 100 units per week. This method of gradually increasing production volume can ensure the balance between product quality and production efficiency, and can flexibly respond to changes in market demand

3) Production capacity planning: The company’s goal is to complete the installation and commissioning of 4 sets of production lines this year to form a first-phase production capacity of 100,000 units per year, and then increase the annual production capacity to one million units; this shows that customers are interested in core components The increase in demand also indirectly reflects the customer’s long-term development vision and expansion plan for the project

Huachuang Securities pointed out that after long-term technology accumulation, domestic manufacturers are expected to quickly enter the manufacturing process with the help of cost advantages, driven by the dual drive of industrialization and cost reduction of humanoid robots represented by Tesla Bot. The core components of humanoid robots play a vital role in the operation and execution of tasks of the robot, so they are expected to usher in the best opportunities for domestic substitution

Soochow Securities pointed out that from the perspective of stock prices, the electric vehicle market experienced pure thematic speculation for the first time in 2010, with an increase of more than 100%; the theme investment from the end of 2012 to the eve of industrialization in 2014 had a clear main line, and the concept of Tesla was influenced by Popular, with an increase of more than 2 times. Therefore, thematic investment in humanoid robots before the high-volume market is still worth participating in. From an industrial perspective, in the high-volume market for electric vehicles that started at the end of 2019, links with high value/high barriers/good layout, such as complete vehicles, batteries, separators, electrolytes, etc., are prone to sell out at 10 times the share price. Therefore, for investment in robots, it is best to invest in Identify the leading enterprise, the core link with the highest barrier, and the link that can increase the value of a single machine.

Soochow believes that in the next ten years of industrial development, humanoid machines will become the main trend. Whether it is a short-term hot spot or a long-term growth space, we give priority to companies that enter the core high-quality targets of Tesla's supply chain, or those companies that are actively involved in related technology fields

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