事关特斯拉机器人业务，多家供应链企业回应

第一财经09-18 13:32

本文字数：1199，阅读时长大约2分钟作者 | 第一财经胡淑娟近日有消息称，特斯拉相关团队已于9月16日落地宁波，并于9月17日开启新一轮针对旗下机器人业务的量产审厂；特斯拉此轮审厂将实质导向机器人Optimus的量产，目前已经向供应链企业下达相关订单。另有消息称，去年9月特斯拉在华曾启动一轮机器人审厂工作，涉及的公司包括拓普集团、三花智控、浙江荣泰、新泉股份、均胜电子等传统特斯拉汽车供应链企业...

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胡淑娟近日有消息称，特斯拉相关团队已于9月16日落地宁波，并于9月17日开启新一轮针对旗下机器人业务的量产审厂；特斯拉此轮审厂将实质导向机器人Optimus的量产，目前已经向供应链企业下达相关订单。另有消息称，去年9月特斯拉在华曾启动一轮机器人审厂工作，涉及的公司包括拓普集团、三花智控、浙江荣泰、新泉股份、均胜电子等传统特斯拉汽车供应链企业。9月18日，特斯拉未回应相关情况。第一财经记者还以投资者身份致电总部位于宁波的拓普集团、均胜电子等公司询问相关情况。拓普集团接电工作人员回复称，暂时没有接到特斯拉团队审厂的相关通知。“特斯拉相关研发人员平时就在宁波的工厂，有汽车业务，也有机器人业务。”该工作人员介绍称，双方就直线和旋转执行器、灵巧手执行器等方面有进行合作，机器人部件基地已经准备就绪。均胜电子接电工作人员表示，因有保密性要求，涉及到下游客户不方便回应。三花智控工作人员回复称，不清楚特斯拉新一轮审厂的情况。他提到，公司有在配合大客户进行机器人关节执行器的开发。记者注意到，或受新一轮审厂消息影响，9月18日A股人形机器人板块表现活跃。上述两家公司均胜电子、拓普集团盘中股价涨幅一度超5%，而后有所回落。多位行业人士此前在采访中提到，特斯拉机器人如果实现量产，对中国供应链来说将会是一个利好。据媒体报道，按计划特斯拉将在2026年下线约5万台Optimus机器人，并部署至旗下世界各地的特斯拉超级工厂。而在此之前，Optimus机器人的量产指引和进度曾发生过多次变更。据了解，特斯拉CEO埃隆·马斯克在去年10月的三季报电话会上称5000台年度目标搁置，Gen2“几乎不可能生产”，改推为2026年一季度发布Gen3、2026年底启动年产百万台的产线。到了今年4月，特斯拉宣布称，特斯拉人形机器人将成为有史以来生产规模最大的产品，第三代人形机器人预计年中亮相，并称将于7-8月启动正式投产。Optimus机器人的量产也被马斯克称为“特斯拉史上最难的制造爬坡”。在今年第二季度业绩电话会议中，他表示特斯拉对Optimus机器人的生产制造进行了大量投资，几乎所有部件全新、没有现成供应链，大量环节只能在公司内部完成。更早之前，他还称Optimus的初期速度会非常慢，因为要逐一解决上万项独立问题才能达到大规模量产。特斯拉财报也显示，目前已停用加州弗里蒙特工厂的Model S和Model X生产线，正在安装用于Optimus的生产线，预计今年晚些时候投产。首批制造的Optimus机器人将投入“Optimus学院”（Optimus Academy）使用，用于收集训练数据及进一步开发各项功能。微信编辑 | 苏小","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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