Humanoid robot industry chain may be the next hot spot:


🧠 Brain (AI chips/algorithms/operating systems)
A-shares: Cambrian (AI chips), iFlytek (voice/AI algorithms)
Hong Kong stocks: SenseTime (visual perception AI), Megvii Technology (computer vision algorithms), Baidu (Ernie large model/AI brain)
US stocks: Tesla (self-developed Dojo chips + FSD algorithms), NVIDIA (Thor robot chips), AMD, Intel
🔩 Reducers
A-shares: Lide Harmonic (harmonic drive leader), Guomao Shares, Shuanghuan Transmission (RV drive leader), Julun Intelligent, Shengong Shares, Yawi Shares
US stocks: Harmonic Drive (harmonic reducers)
⚡ Servo motors/drivers
A-shares: Inovance Technology (leader), Yiheda, Sanhua Intelligent Controls, Yinlun Shares
US stocks: ABB (motion control leader)
🌡️ Thermal management/heat dissipation
A-shares: Yingweike (leader)
👁️ Sensors/machine vision
A-shares: Zhongke Chuangda, Transsion Holdings, Hikvision
Hong Kong stocks: Sunny Optical (optical lens leader)
🔩 Lead screws/bearings
A-shares: Dongfang Jinggong, Zhongyuan Neiji, Gauss Bell
🤖 Robot complete machines
A-shares: Shenyang Siasun (industrial robot leader), Estun, TOSTAR, Zhenjiang Shares
Hong Kong stocks: Xiaomi (humanoid robot CyberOne), MicroPort Robotics (surgical robots), Jingfeng Medical (surgical robots), Haier Smart Home (service robots), Lenovo Group, JD Logistics, Baidu, Great Wall Motors, Alibaba, Leapmotor
US stocks: Tesla (Optimus), ABB, Intuitive Surgical (surgical robots)
Performance is easier to achieve with components; complete machines have better narrative height. Would you choose complete machines or the supply chain?
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