CHOKEPOINT LENS
DOSSIER
ROLE
Chinese thermal-management and controls giant, now an Optimus actuator-module supplier — reportedly a ~$685M (≈¥5B) order in Oct 2025, Mexico delivery from 2026.
CHOKE POSITION
The single largest disclosed humanoid supply order on the board — the clearest evidence procurement has moved from samples to volume.
Key readouts, what makes the choke pay, what breaks it, and the catalysts on the watch — for every instrument on the board.
INVESTABLE EXPRESSIONS
This instrument is partial · a-share via stock connect (broker-dependent). The nearest accessible exposure is below — adjacent exposure, not the same chokepoint position.
PERFORMANCE
No market data available for this instrument.
RELATED SIGNALS
FULL FEED →Sanhua $685M Optimus actuator-module order — joint integration accelerates
Sanhua Intelligent Controls confirms $685M actuator-module order from Tesla. Mexico delivery facility targeting 2026 production. Signals shift from component sourcing to module-level procurement.
INTELLIGENCE FILES
ADJACENT INSTRUMENTS
NOTES
~$685M order Oct'25; Mexico delivery 2026 [VERIFY]
[VERIFY]
Market intelligence, not financial advice.