Chinese robotics stocks rose following reports that Tesla Inc. began production audits for its Optimus humanoid robot in China. This initiative signals that Tesla is accelerating mass production plans for its artificial intelligence and robotics division.
Tesla aims to produce approximately 50,000 Optimus units. The company targets this production volume for 2026.
Tesla has already started placing orders with supply chain partners. The audit focuses on ensuring exclusivity and consistency for large-scale manufacturing.
Separately, the National Highway Traffic Safety Administration (NHTSA) opened an audit into Tesla’s Cybercab robotaxi. The agency requested detailed safety compliance information by September 30.