Tesla Supply Chain Audit Rumors Lift Chinese Humanoid Robot Stocks

In today's A-share market, humanoid robot concept stocks rallied collectively. Changhua Group hit the 10% daily limit, Ningbo Dongli rose 8%, and Tonghui Electronics gained over 7%. Fulai New Materials and Xiangming Intelligent climbed more than 6%, while Dongbei Group and Yifei Laser advanced over 5%. Fuliewang, Huapei Power, Junsheng Electronics, and Bojie shares each rose over 4%, with Changsheng Bearing also higher. The surge is attributed to market rumors that Tesla is conducting supply chain inspections, fueling expectations for its Optimus humanoid robot and related component demand from Chinese suppliers. The rumor gained traction after reports suggested Tesla representatives visited several Chinese factories, which some investors view as a precursor to mass production. However, no official confirmation has been made, and the sector remains highly speculative.