开普勒胡德波：硬件供应链是中国的强项，论成本控制，马斯克也比不了

Core Insights - The humanoid robot industry is witnessing China's emergence as a leader due to its strong supply chain, diverse application scenarios, and remarkable iteration speed [1] Industry Summary - China's hardware supply chain is a traditional strength, with increasing capabilities in domestic substitution and supply chain development for humanoid robots [1] - Other countries may face slower iteration speeds and higher costs if they attempt local production, as their factory efficiencies are not on par with China's [1] - The cost of robots produced in other regions, even by efficient manufacturers like Tesla, is significantly higher compared to those produced in China [1] Company Summary - The company, Kepler Robotics, faced challenges in early development due to an underdeveloped supply chain and high component costs, leading to significant self-research efforts [1] - Currently, the company is collaborating with hardware supply chain partners to build an ecosystem aimed at creating a "humanoid robot hardware dream team" [1] - The company is also expanding its ecosystem partners in the field of embodied intelligence to develop advanced robotic brains [1]