The robotics sector has surged, with PEEK, reducers, and actuators all experiencing significant increases. Why does the sector fluctuate so much?1. Musk has received a substantial compensation plan, which includes the delivery of 1 million robots as one of the requirements, leading to increased attention on the humanoid robot industry.
Tesla recently released “Master Plan 4.0,” emphasizing the strategic importance of its robotics business. On September 5, Tesla presented a new compensation plan to Musk, which could yield him a substantial payout, contingent upon delivering 1 million AI robots, among other requirements.
The mass production of Optimus V3 is approaching, and the industry’s enthusiasm continues to rise.
1) Tesla released “Master Plan 4.0,” highlighting the strategic importance of its robotics business.
On September 2, Tesla officially released the fourth chapter of its “Master Plan.” Compared to the previous three chapters, this document significantly increases the proportion of content related to AI and robotics. Musk reiterated the strategic importance of the robotics business within Tesla, stating that the scaling of FSD and Optimus will be the most critical matters, with an expectation that about 80% of Tesla’s future value will come from the Optimus robot.
On September 7, Musk posted on social media that Tesla is fully committed to developing AI5 and AI6 chips, which are expected to support the training of its AI and autonomous driving systems.
AI5 will focus on vehicle inference (e.g., autonomous driving) computing cluster training, with mass production expected to begin by the end of 2026; the AI6 chip is anticipated to first be applied in the robot taxi Cybercab and the humanoid robot Optimus.
2) Musk is expected to receive a substantial compensation plan, which is tied to market capitalization and product delivery targets.
On September 5, Tesla proposed a new compensation plan for CEO Musk, under which he could receive a reward of 12% of Tesla’s shares, valued at approximately $1.03 trillion. However, this plan is contingent upon:
Tesla increasing its market capitalization from the current approximately $1.13 trillion to about $8.6 trillion over the next ten years; at the same time, it requires Tesla to deliver 20 million cars, operate 1 million autonomous taxis, and deliver 1 million AI robots, among other targets.
3) Suspected Optimus V3 video leaked, mass production expected in 2026.
On September 4, Marc Benioff, founder of the internet company Salesforce, shared a video from his visit to Tesla, showcasing what appears to be the Optimus V3 humanoid robot.
According to Musk’s previous disclosures, the Optimus V3 is expected to achieve mass production in 2026, with plans to produce 1 million units within the next five years. The Optimus V3 will feature a completely new design, which is considered to be very refined. Musk previously stated that the overall direction of V3 is already very mature, with no disruptive changes expected, and it will possess all the degrees of freedom that humans truly want or need.
4) Core companies in the supply chain.
Core hardware for robots: Sanhua Intelligent Control, Top Group, Zhejiang Rongtai, Xinzhi Group, Joyson Electronics, Kaidi Co., Rongtai Co., Yinlun Co., Xinquan Co., Hengli Hydraulic, Zhenyu Technology, Weichuang Electric, Hengshuai Co., Keda Li, Zhaowei Electromechanical, Wuzhou Xinchun, Jinwo Co., Redick, Beite Technology, Green Harmonics, Siling Co., etc.
Robot sensors: Hanwei Technology, Fulei New Materials, Riying Electronics, Orbbec, Keli Sensors, Huapei Power, Donghua Testing, Hangzhou Kelin, Amperelong, Anli Co., etc.
Lightweight materials for robots: Hengbo Co., Fusa Technology, Weike Technology, Zhaomin Technology, Moulding Technology, Zhongxin Fluorine Materials, Zhongyan Co., Xingyuan Zhuomg, etc.
2. Reports indicate that Alibaba Cloud has made its first investment in embodied intelligence, with X Square Robot completing nearly 1 billion yuan in new financing.
The embodied intelligence company X Square Robot has completed nearly 1 billion yuan in Series A+ financing, led by Alibaba Cloud and Guoke Investment, with follow-on investments from Guokai Financial, Sequoia China, and Yongce Capital, and existing shareholders Meituan, Lenovo Star, and Junlian Capital also participating.
X Square Robot had previously completed 7 rounds of financing, with a total amount exceeding 1 billion yuan.This is Alibaba Cloud’s first investment in an embodied intelligence company. Previously, Alibaba Group has invested in several embodied intelligence and supply chain companies, including Zhujidi Power, Xingdong Era, Yushu Robotics, Xinghai Map, and Lingxin Qiaoshou. An industry insider told us that after completing a round of investments in foundational large model companies in the first half of last year, Alibaba focused on embodied intelligence, “investing in almost all embodied intelligence companies.”
3. Fourier’s first companion robot GR-3 is now available for pre-sale: height 165cm, fully soft skin packaging.
4. Yushu Technology’s expected IPO valuation is as high as 50 billion yuan, and the company urgently refutes rumors (internally thinking the valuation may exceed 50 billion).
