The research report from CITIC Securities highlights that Tesla has unveiled Chapter IV of its Master Plan, where the humanoid robot Optimus takes center stage as its key product. Musk has declared that roughly 80% of Tesla's future value will be derived from the Optimus robot. Since the start of the year, the robot's mass - production process has hit some snags. Nevertheless, with Tesla's board of directors offering Musk the largest incentive plan in the company's history, Musk has refocused his attention on the company's business operations and ramped up investment in the robot sector. At present, the hardware design of the robot is almost finalized. Musk anticipates that the Optimus V3.0 will be launched in the first quarter of 2026, and mass production will kick off before the year's end. The Chinese supply chain plays a crucial role in Tesla's robot manufacturing. As the mass - production process gains momentum, it is prudent to keep an eye on companies within Tesla's robot industrial chain.