Constituents  ›  Tuopu Group

Tuopu Group拓普集团

601689.SH Components & actuators
Index weight
2.79%
Rank #13 of 41
Market cap
$14.9B
USD, live
PAI exposure
35%
Revenue from Physical AI
HQ
Ningbo
Founded 1983

About

Major Tesla supplier and automotive NVH leader, expanding into humanoid robot electromechanical actuators with significant Thailand investment.

Ningbo, Zhejiang · Founded 1983 · Company website

Why in the Index

Major Tesla supplier (chassis modules, NVH). Building actuator and humanoid-component capability in partnership with Tesla's Optimus program.

PAI exposure of 35% reflects the share of trailing-twelve-month revenue attributed to Physical AI activities. See methodology §4 for inclusion criteria and §6 for how PAI exposure scales the weight.

Key Physical AI activities

  • Electromechanical Actuators for Humanoid Robots · Electromechanical Actuator · 2024Integrated electromechanical actuators for humanoid robot joints and limbs.

Key partnerships

  • Tesla

Milestones

  • 2024Began development of humanoid robot actuators
  • 2025Thailand investment of 9.3 billion baht for humanoid robot actuator production
  • 2026-05IPO: Tuopu CNC achieved a 3700x subscription ratio in its Hong Kong IPO.

Competitive position

Major Tesla supplier with deep relationship. Thailand investment of 9.3 billion baht signals serious commitment to humanoid robot actuators. Automotive-grade NVH and chassis expertise applied to robotics. OPTIMUS LINK: One of 5 companies approved by Thai BOI (Feb 2026) to build factory for Tesla Optimus joint modules and actuators. Tesla chassis supplier since 2016. ¥5B planned investment in robot electric drive production base. Robot division since 2023, products include linear/rotary actuators, dexterous hand motors, structural parts, sensors, foot shock absorbers, electronic skin. Multiple sample deliveries to customers. Goldman Sachs survey included.

Recent activity

No events tracked yet — this company is monitored daily.

Disclaimer

This profile is part of the China Physical AI Index — a public information product published by Tech Buzz China for informational and educational purposes only. It is not investment advice and is not a recommendation regarding Tuopu Group or any other security. Company data is based on public filings and TBC research; revenue-exposure estimates are point-in-time and subject to update. See the full methodology §11 and disclaimer page.