Mei Ri Jing Ji Xin Wen·2025-09-11 13:33Core Viewpoint - A leaked research report suggests that certain companies are Tier 1 suppliers for Tesla's humanoid robot, impacting their stock prices and market perception [1][2]. Group 1: Stock Market Reactions - On September 10, stocks of companies like Sanhua Intelligent Control and Yinlun Co. experienced slight declines, while ZheJiang RongTai saw a 6.47% increase [1]. - The humanoid robot sector index rose by 2.76% on September 11, with Sanhua Intelligent Control, Yinlun Co., ZheJiang RongTai, and Zhenyu Technology showing respective gains of 3.76%, 3.73%, 2.87%, and 0.68% [1]. - Baowu Magnesium's stock hit the daily limit up, closing with a 4.88% increase on the same day [3]. Group 2: Company Responses and Developments - Sanhua Intelligent Control stated they could not confirm their involvement in Tesla's supply chain due to confidentiality requirements [2]. - ZheJiang RongTai has been involved in humanoid robot projects but has not disclosed specific collaborations with Tesla [2]. - Zhenyu Technology reported that their linear actuators have been validated by several well-known humanoid robot clients [2]. Group 3: Material Insights - The report indicated that Tesla does not use PEEK materials but instead relies heavily on magnesium-aluminum alloys for its humanoid robots [3]. - Baowu Magnesium confirmed that their supply of magnesium-aluminum alloy products to humanoid robot manufacturers is currently limited [3]. Group 4: Shareholder Activities - ZheJiang RongTai has seen significant shareholder reductions, with major shareholders reducing their stakes between June and September [5][6]. - Despite the reductions, notable investors like Zhang Jianping have increased their holdings in ZheJiang RongTai, becoming the sixth-largest shareholder [6]. - ZheJiang RongTai has been active in expanding its business, including acquiring a majority stake in a precision machinery company and establishing a new subsidiary focused on robotics [6].