Tesla Bot Supplier Reported: $1K Per Unit, 15K Orders Already

Very Bullish · $603626.SS · $301529.SZ

What Happened

Chinese suppliers Kesen Technology and Fusai Technology revealed in investor research that they are supplying components for Tesla's humanoid robot, with Kesen already receiving 15,000 orders worth $1,000 per set, and Fusai generating revenue from a major overseas client.

Bottom Line

Tesla's humanoid robot supply chain is ramping up, with Chinese suppliers poised for explosive growth.

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