Quan Jing Wang·2025-10-09 07:24Core Insights - The humanoid robot industry is witnessing significant developments with the announcement of Figure AI's new generation "Figure 03," set to launch on October 9, which is touted as the most powerful humanoid robot to date [1][2] - The release of Figure 03 is expected to drive supply chain demand, benefiting partners like Changying Precision, which has already begun supplying materials for humanoid robots [2][4] Product Features and Development - Figure 03 retains the bipedal design of its predecessor, Figure 02, but features significant upgrades in design and functionality, focusing on cost control and mass production [2][3] - The new robot is designed to balance practicality and aesthetics, utilizing advanced materials that align with Changying Precision's capabilities in providing various components [3][4] Supply Chain Opportunities - The launch and mass production of Figure 03 are anticipated to create growth opportunities for supply chain partners, particularly for Changying Precision, which is well-positioned to benefit from this trend [2][4] - Figure AI recently completed a $1 billion Series C funding round, raising its post-money valuation to $39 billion, which will support its technology development and product mass production [3][4] Competitive Advantages - Changying Precision has established a competitive edge through its precision processing capabilities, which exceed industry standards, particularly in the production of components for humanoid robots [4] - The company has also developed system integration capabilities, allowing it to provide both hardware and software solutions, further solidifying its position in the supply chain [4]