Jin Rong Jie·2025-12-04 02:20Core Insights - The robotics sector is experiencing significant activity, with a 2.35% increase in the sector as of 10:00 AM, driven by advancements in humanoid robot technology and anticipated policy support from the U.S. government [1] - Tesla's "Optimus" team showcased a running video of their humanoid robot, indicating major progress in dynamic balance and motion control, which enhances confidence in commercial viability [1] - The U.S. government is considering an executive order on robotics technology, aimed at strengthening the country's technological leadership and providing policy support for industry development [1] Sector Analysis - Reducer Sector: The demand for high-precision reducers is expected to rise due to Tesla's "Optimus" robot, which will drive growth for companies capable of producing harmonic and RV reducers as technology evolves and mass production ramps up [2] - Motor Sector: The humanoid robots require numerous micro servo motors and hollow cup motors, with performance directly impacting response speed and energy consumption. Companies with advanced motor technology are likely to benefit from increased downstream demand [2] - Sensor Sector: The movement control of robots relies on multi-dimensional force sensors and visual sensors for environmental perception and posture adjustment. The demand for high-end products like multi-dimensional force sensors will increase as Tesla's robot requires precise feedback and monitoring [2] - Actuator Sector: Actuators, which integrate motors, reducers, and sensors, are crucial for linear and rotational movements in robots. Companies like Top Group are already producing actuators, and as robots enter mass production, these components will see significant demand growth [2] Key Company Profiles - Hua Wu Co., Ltd.: Focused on humanoid robots, the company has developed ultra-thin electromagnetic brakes, completing design and prototype testing, laying the groundwork for entering the robotics supply chain [3] - Jiangsu Leili: Produces hollow cup motors, reducers, and micro servo cylinders for robotic joints, maintaining industry-leading performance and progressing with multiple partnerships with robot manufacturers [3] - Green Harmonic: A leading domestic company in harmonic reducers, its core technologies are widely applied in industrial robots, positioning it to benefit from the growth of the humanoid robot market [3] - Top Group: The company has developed linear and rotary actuators for robots, with plans to enter mass production in Q1 2024, starting with an initial order of 100 units per week [3] - Zhongding Co., Ltd.: Plans to invest 1 billion yuan in Hefei to establish a headquarters and R&D center for smart robots, focusing on harmonic reducers and joint assemblies, enhancing its capabilities in core components [3]