2025-12-04 00:22:27

Last night, Tesla’s stock surged 4% after the US market closed—a big move like this definitely signals major news behind the scenes. When there’s turbulence in overseas markets, A-shares have always responded closely, so this time the Tesla concept stock chain is likely to get stirred up too.

Speaking of industry chain targets, a few familiar names need to be highlighted: Top Group (601689) specializes in lightweight chassis and has now expanded into the robotics sector; Sanhua Intelligent Controls (002050) holds core thermal management technology and is also involved in robot actuators; Xusheng Group (603305) has been supplying aluminum alloy die-cast parts for a long time and is now rolling out its robotics business as well.

Joyson Electronics (600699) focuses on smart cockpits and safety systems, Zhejiang Rongtai (603119) develops hardcore parts like thermal runaway protection and is also betting on the robotics industry. Huayu Automotive (600741) supplies visual radar modules, while Dongshan Precision (002384) provides structural components—each player on this industry chain has its own expertise.

If the rally overseas can be transmitted here, these targets might have potential. To see how the market moves, keep a close eye on the opening.

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PumpStrategist

· 8h ago

They can write such a long article just for a 4% Tesla increase—classic retail investor mentality. The chip distribution shows that some people have been accumulating for a while now; those chasing at this point are probably going to be left holding the bag. I heard this whole industry chain argument half a year ago. The pattern is already formed but the RSI has long surpassed 80, yet they're still encouraging people to go all-in? Interesting.

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MerkleMaid

· 15h ago

Every time the US stock market goes up, we have to wait for the impact to trickle down—how many times has this routine played out... But Top Group and Sanhua really do have something going for them; let's see how long this wave can last.

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notSatoshi1971

· 12-05 00:26

Whenever Tesla's stock rises, A-shares follow suit—this script is getting old. However, there’s actually something noteworthy about this wave in the industry chain. It’s worth keeping an eye on Top Group and Sanhua, those two old buddies.

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ForkItAll

· 12-04 00:51

Pulling a Tesla move again? Wake up, can you really catch this wave?

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LiquidationHunter

· 12-04 00:50

Whenever Tesla makes a move, A-shares have to get hyped up as well—this routine is getting old. But to be fair, these companies in the supply chain do have some real skills. The concern is that it might just be a false alarm again, with prices dropping as soon as the market opens.

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RatioHunter

· 12-04 00:40

Tesla is out to fleece retail investors again. Every time the US stock market moves, the A-share market follows suit—I'm honestly tired of this routine. That said, some of those supply chain stocks are indeed interesting, especially the thermal management technology at Sanhua Intelligent Controls. Feels like this wave might really take off.

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