Mei Ri Jing Ji Xin Wen·2025-09-12 00:17Core Viewpoint - A leaked "research report" suggests that certain companies are Tier 1 suppliers for Tesla's humanoid robot, impacting their stock prices positively and negatively in the market [1][2]. Group 1: Stock Market Reactions - On September 10, stocks of companies like Sanhua Intelligent Control and Yinlun Co. saw slight declines, while ZheJiang RongTai rose by 6.47% [1]. - On September 11, the humanoid robot sector (886069) increased by 2.76%, with Sanhua Intelligent Control, Yinlun Co., ZheJiang RongTai, and Zhenyu Technology rising by 3.76%, 3.73%, 2.87%, and 0.68% respectively [1]. 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 indicated that their humanoid robot projects are progressing well but could not disclose specific details due to confidentiality [2]. - Zhenyu Technology reported that their linear actuator modules have been validated by several well-known humanoid robot clients [2]. Group 3: Material Usage Insights - The leaked report claims that Tesla does not use PEEK materials but instead relies heavily on magnesium-aluminum alloys [4]. - Baowu Magnesium Industry mentioned that their supply of magnesium-aluminum alloy products for humanoid robots is currently limited [4]. Group 4: Shareholder Activities - ZheJiang RongTai has seen significant shareholder reductions, with major shareholders reducing their stakes between June and September [6]. - Despite the reductions, notable investors like Zhang Jianping have increased their holdings in ZheJiang RongTai [7]. - ZheJiang RongTai has been active in acquisitions and establishing new subsidiaries to enhance its robotics business [7].