The robotics industry witnessed intensive developments today with three major events unfolding.
Event One: Before market open today, Tesla Motors officially released "Master Plan Part Four" on the X platform, comprehensively rewriting the company's grand narrative. This unprecedented shift moves the company's development focus entirely from electric vehicles and energy to artificial intelligence and robotics, aiming to achieve a "sustainably abundant" society through large-scale integration of AI into the physical world. This represents the most significant and strategically important event among today's three developments, marking Tesla Motors' redefinition of its corporate identity. Tesla Motors previously positioned itself as an "electric vehicle and clean energy company," while "Master Plan Part Four" officially upgrades its identity to an "artificial intelligence and robotics company." Its core narrative expands from "accelerating the world's transition to sustainable energy" to achieving a "sustainably abundant society" through AI and robotics. This means electric vehicles and energy storage will no longer be the ultimate goals, but will evolve into terminal applications carrying its AI technology and components of realizing its grand vision. Notably, the plan clearly outlines the pathway to achieving these goals - "integrating AI into the physical world at scale" - directly pointing to two core carriers: Full Self-Driving (FSD) and humanoid robots (Optimus). Optimus's strategic position has been elevated to unprecedented heights, transforming from a "future project" to the company's core growth engine going forward. Overall, this event significantly enhances market expectations for Tesla Motors' technology implementation and commercialization in AI and robotics fields, aiming to reshape its valuation model from an automotive company toward a cutting-edge AI technology company.
Event Two: During trading today, supply chain rumors emerged suggesting Tesla Motors robots will have production guidance next year. The rumors claim Tesla Motors held a conference call with suppliers this morning, with third-quarter guidance for next year revised upward to 1,000-10,000 units per week, corresponding to an annualized 50,000-500,000 units. These rumors remain unverified, but if true, even the lower bound of 50,000 units would exceed expectations and boost industry chain prosperity expectations for next year. Additionally, Tesla Motors has a shareholder meeting in November, with industry-wide expectations that GEN3 will be finalized and released beforehand.
Event Three: After market close today, Unitree Technology posted on social media that it expects to submit listing application documents to stock exchanges between October and December 2025, when the company's relevant operational data will be officially disclosed. Unitree Technology stated that using 2024 as an example, sales of quadruped robots, humanoid robots, and component products account for approximately 65%, 30%, and 5% respectively. Among these, about 80% of quadruped robots are applied in research, education, and consumer fields, while the remaining 20% are used in industrial applications such as inspection and firefighting. Humanoid robots are entirely used in research, education, and consumer fields. This marks Unitree's official announcement and represents an important voice from Chinese robotics startups. As a leading global enterprise in the quadruped robotics field, Unitree's initiation of the listing process indicates that the robotics industry is transitioning from technological R&D toward a new phase of commercial implementation and capital operations. Capital market recognition is crucial for the robotics industry, which requires continuous R&D investment.