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Last week, Tesla’s robotics team carried out factory inspections in Ningbo, targeting supply chain partners such as Tuopu Group, Sanhua Intelligent Controls, and Joyson Electronics. This development has sparked interest in the financial markets. These suppliers are key providers of essential electromechanical components, including joint modules, actuators, and precision structural parts.
According to sources within the industry, these companies had already secured orders for Tesla’s humanoid robots prior to the inspections, though the volume of orders varies among them. The purpose of the inspections is to evaluate the quality and regulatory compliance of the production lines involved. Once they meet Tesla’s standards, production is set to begin without delay.
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