The weekend brings a small essay, giving hot players more time for calm reflection. From December 7th to 13th, news has emerged that Tesla will be auditing factories in China, involving several long-time suppliers and companies that have previously submitted samples. The specific list has already gone viral, so we won’t include it here.Previously, there were reports that Tesla’s American factories would eliminate the Chinese supply chain, but Tesla has already refuted this. In fact, for the Chinese factories and related supply chains, Elon Musk is certainly quite reliant. Just look at the German factories that frequently go on strike, with a capacity utilization rate of less than 40%. If you were the boss, you definitely wouldn’t eliminate your well-cooperating partners.In the new field of robotics, the Chinese supply chain has already completed capacity expansion and multiple sample submissions as preliminary preparations. It would be difficult for Tesla to find alternatives worldwide. Especially considering Tesla’s latest plan to increase factory capacity to 1 million units by the end of 2026, the supply chain’s expansion must fully keep pace. Clearly, only companies in China can meet Musk’s demands.However, the previous issue remains. The goal of increasing capacity to 1 million units by the end of 2026 is still a big question mark regarding the actual shipment capacity in 2026. The specific number of orders given to supply chain companies and the utilization rate of the expanded capacity in 2026 will all affect the revenue and valuation of the robotics industry.Recently, stocks related to robotics have undergone a round of adjustments at their peaks. We wonder if this small essay can signal the end of the adjustment, and we will wait and see on Monday~