Xuan Gu Bao·2025-06-29 15:06Industry Insights - The humanoid robot industry is experiencing significant acceleration, with differentiation becoming apparent. Short-term industrial applications are expected to take the lead, while long-term development potential remains vast. The introduction of dense industrial policies and the establishment of industry alliances and funds have led to a substantial increase in financing, promoting a "capital-technology-product" closed loop in the industry [2]. Company Developments - Huichuan Technology is positioned as a core component platform for humanoid robots, leveraging its industrial automation technology to vertically integrate joint modules and focus on industrial application deployment [3]. - Changying Precision is making continuous breakthroughs in core component supply and motion control algorithms, and its collaborations with Tesla and Figure AI position it as a key beneficiary in the anticipated mass production year of humanoid robots in 2025 [3].