Zheng Quan Shi Bao Wang·2025-08-14 04:39Core Insights - The AI sector is becoming a competitive battleground, with humanoid robots emerging as a key focus area, particularly Tesla's Optimus robot, which has garnered significant market attention [2][3] - Tesla's CEO Elon Musk has high expectations for the humanoid robot market, predicting a potential valuation of Tesla between $25 trillion to $30 trillion if successful in this domain, which could reshape the global labor market [3] - The humanoid robot industry is projected to grow rapidly, with estimates suggesting a market size of $5.3 billion by 2025 and a compound annual growth rate (CAGR) indicating strong growth potential [4][3] Industry Overview - The humanoid robot market is expected to reach $3.4 billion in 2024, reflecting a year-on-year increase of 57.41%, and is projected to exceed $20.6 billion by 2028 [4] - The industry is positioned at the beginning of a growth phase, driven by advancements in AI and precision manufacturing technologies, as well as increasing demand across various sectors [3] Tesla's Humanoid Robot Concept Stocks - A total of 45 A-share stocks are identified that are linked to both Tesla and humanoid robots, with Top Group receiving the highest institutional ratings at 31 [6] - Key players include: - Top Group: 31 institutional ratings, with a projected net profit growth of 20.79% this year [7] - Sanhua Intelligent Control: 24 institutional ratings, expected to benefit from its role as a main supplier for Tesla's humanoid robot actuators [6][7] - Codali: 21 institutional ratings, planning to achieve an annual production capacity of 200,000 specialized reducers within three years [6][7]