On January 28, Tesla announced the cessation of production for the Model S and X models, and will repurpose its Fremont, California factory to produce the Optimus humanoid robot. The long-term goal is to achieve an annual production capacity of one million robots. Additionally, Tesla plans to launch the third-generation Optimus robot this quarter, which will be the first version designed for mass production. The humanoid robotics industry is poised to enter its first year of mass production, with the commercial tipping point now arriving. How should investors position themselves in the core segments of the supply chain in advance, and can this year’s upward trend continue?