Tuopu Group: Tesla's Chassis Supplier Expands into Optimus Actuators Amid Market Challenges
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- optimusk.blog
Ningbo Tuopu Group (601689) has dedicated the last decade to manufacturing chassis, interior, and thermal components for Tesla, and is now venturing into the production of Optimus joints. Despite being a significant player in the Tesla supply chain, the company reported only RMB 13.59 million in revenue from robot actuators last year, with its stock price nearly halving in 2026 due to declining automotive profits.
The importance of Tuopu's role as a supplier is underscored by its deep relationship with Tesla, which analysts view as a natural partnership for the Optimus project. However, this reliance on Tesla also poses risks, as any downturn in Tesla's performance could adversely affect both the automotive and robotics sectors. The company has developed various actuator types, achieving high precision with its planetary roller screws, but faces challenges with declining gross margins and rising financial expenses.
Tuopu's plans include expanding its production capabilities and entering new supply chains with companies like Seres, Xpeng, and UBTech. The company has also initiated a significant H-share plan to fund its growth in automotive parts and robotics, although no timeline for a completed listing has been disclosed as of November 10, 2026.
Original report
Tuopu Group Stock (601689): Tesla’s Chassis Supplier, Optimus Actuators and Q3 2026 Results
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