This era is developing too quickly, so fast that it's hard to keep up.

Planning to add more stocks related to robotics later.
🤖 Core concept stocks of robots (2026.02) categorized by track for quick identification.
1. Core Components (Most critical for humanoid/industrial robots)
- Sanhua Intelligent Controls (002050): Key supplier of Tesla Optimus actuators, approximately 70% market share in rotary joints
- Lude Harmonic (688017): Leading domestic harmonic reducer manufacturer, core for humanoid robot joints
- Shuanghuan Transmission (002472): Leading domestic RV reducer manufacturer, essential for industrial robot joints
- Inovance Technology (300124): Leader in servo systems, dedicated servos for humanoid robots already implemented
- Top Group (601689): Leader in linear/rotary actuators, core supplier in Tesla’s supply chain
2. Complete Machines and System Integration
- Robot (300024): Leading domestic industrial/humanoid robot manufacturer, Walker series
- Estun (002747): Leader in industrial robots, high autonomy in core components
- Efort (688165): Industrial robot complete machine, actively expanding overseas
- Midea Group (000333): Focused on industrial/service robots, strong supply chain collaboration
3. Vision and Perception
- OB Vision (688322): 3D vision sensors, core for robot obstacle avoidance/interactions
- Hikvision (002415): Leader in machine vision, industrial robot vision solutions
4. Tesla Humanoid Robot Supply Chain (High Prosperity)
- Sanhua Intelligent Controls, Top Group, Lude Harmonic, Lixun Precision (002475), Inovance Technology