Tuopu Group 拓普集团

An unverified report first seen on 18 Sep 2026, status unverified, said that 特斯拉 had started a new round of production audits for its robot business, with orders already placed with supply chain companies. 特斯拉 had not responded to the report. 拓普集团, a supply chain company, said it had not received any notification of a factory audit by 特斯拉. Two broker reports were published since 31 May 2026, the latest on 4 Sep 2026.
18日首次披露的一则未经验证的报道称，特斯拉已于9月16日落地宁波，并于9月17日开启新一轮针对旗下机器人业务的量产审厂；特斯拉此轮审厂将实质导向机器人Optimus的量产，目前已经向供应链企业下达相关订单。特斯拉未回应相关情况。记者还以投资者身份致电总部位于宁波的拓普集团、均胜电子等公司询问相关情况。拓普集团接电工作人员回复称，暂时没有接到特斯拉团队审厂的相关通知。自5月31日以来，共有2家券商发布了2份研究报告，最新的报告发布于9月4日。