Tesla Unveils Optimus V3 Humanoid Robot with Ambitious Production Goals, Sparking Stock Market Surge

Sudden Surge! Major Announcement from Elon Musk!

On February 2, 2026, the world’s richest man, Elon Musk, revealed significant news regarding Tesla’s third-generation humanoid robot, Optimus V3. Tesla has officially announced that the Optimus V3 (the third generation of Optimus) is set to debut, with an expected annual production of one million units.

This announcement has led to a remarkable surge in the A-share humanoid robot sector, with Mold Technology experiencing a sharp increase, even hitting its daily limit at one point. Musk previously indicated that the third-generation humanoid robot would be exceptional and could be available for public sale by the end of 2027.

Analysts suggest that the launch of Optimus V3 will significantly enhance the robot’s performance, accelerating demand in both industrial and consumer markets, thereby expanding the humanoid robot market.

Surge in Stocks

Tesla’s announcement of Optimus V3 marks the introduction of a versatile humanoid robot capable of learning new skills by observing human behavior. It can execute tasks through demonstrations, verbal instructions, or video presentations, with an anticipated production of one million units annually. Tesla noted that this robot will not rely on any existing supply chain and has been redesigned from the ground up based on first principles.

Tesla AI claims this will be the company’s first robot to enter mass production. Following the announcement, the A-share humanoid robot sector saw collective gains, with Mold Technology briefly reaching its limit before closing up by 6.94%. Other companies such as Wuzhou Xinchun, Tianqi Co., Keda Intelligent, and others also experienced increases.

Insiders from Tesla revealed that the Model S/X production lines at the Fremont factory will be converted to humanoid robot production lines, with mass production expected to commence by the end of 2026. The planned annual production capacity is set at one million units. Since Tesla’s humanoid robot has a completely independent supply chain with all components designed from first principles, its ramp-up period for mass production is expected to be longer than that of automotive products.

According to Tesla’s previously released earnings report, the company plans to launch Optimus V3 in the first quarter of this year. In terms of production pace, Tesla will utilize the Fremont factory’s Model S/X production space for Optimus, with a long-term capacity planning of one million units, marking a significant step in their production progress. Tesla also announced further investments in autonomous robot infrastructure.

Previously, Tesla had introduced two generations of Optimus humanoid robots. The first generation, named Bumble C, was showcased at the second AI Day in 2022 and could walk, wave, and perform simple lifting tasks, indicating the transition from concept to engineering. The first-generation design (Gen 1) was closer to mass production.

The second-generation Optimus focused on functional demonstrations, boasting a 30% increase in walking speed and a 10 kg weight reduction compared to the first generation. It features a new, dexterous hand with 22 degrees of freedom, capable of delicate tasks like “picking up an egg with two fingers.” Between 2023 and 2024, Tesla demonstrated the robot’s ability to walk, grasp objects, and perform simple tasks in factories, with plans for testing in tasks like battery sorting in 2024.

Significant Upgrades

During a recent earnings call, Musk emphasized that the third-generation humanoid robot will be remarkable, closely resembling a human and easily mistaken for one. He mentioned at the World Economic Forum in Davos, Switzerland, that the Optimus robots might be available for public sale by the end of 2027, with some already being used in the factory for simple tasks. He anticipates that by the end of 2026, Optimus will be able to execute more complex tasks.

Musk stated, “We will only start selling to the public once we are confident that it possesses very high reliability and safety, alongside a broad range of functionalities.” He also revealed that the third generation of the humanoid robot will have a higher degree of human-like characteristics, with breakthroughs expected in the design of its dexterous hands and the AI capabilities of its robotic brain.

Market analysts believe that the upgraded production capacity planning for Optimus V3 will catalyze the humanoid robot industry. Orient Securities noted that the performance improvements of Optimus V3 could drive breakthroughs in downstream applications, further expanding the demand for humanoid robots. It is expected that the launch of V3 will significantly enhance device performance and accelerate demand in both industrial and consumer scenarios.

Morgan Stanley recently raised its forecast for humanoid robot sales in China for 2026, projecting a year-on-year growth of 133%, reaching 28,000 units, which is double their previous estimate of 14,000 units. By 2030, they expect sales to reach 262,000 units. Morgan Stanley attributed this upward revision to the latest market data from 2025 and the current developments in the industry.