“ 汽车人，变形出发！”

Core Viewpoint - The automotive parts industry in Zhejiang is collectively transforming towards humanoid robots, viewing this sector as a significant growth opportunity following the success of electric vehicles and intelligent driving [1][3]. Group 1: Industry Transformation - The transformation was initiated by Junsheng Group's subsidiary, Junsheng Electronics, which upgraded its strategy to "Automotive + Robotics Tier 1" in early 2025, marking the beginning of a new growth curve [2]. - Over 100 humanoid robot-related companies exist in Zhejiang, with more than 40 listed on the A-share market, primarily from the automotive parts sector [2]. - The collective shift towards humanoid robots is seen as a strategic response to the increasing competition in the electric vehicle market, with companies aiming to tap into the "trillion-dollar blue ocean" of humanoid robotics [3]. Group 2: Market Potential - The global humanoid robot market is projected to reach 12,400 units and 6.339 billion yuan in 2025, with expectations to exceed 5 million units and 400 billion yuan by 2035 [3]. - The commercialization of humanoid robots is accelerating, with significant milestones such as the delivery of the 5,000th general-purpose robot and substantial order volumes for specific models [3]. Group 3: Cost Reduction and Technological Advancements - The rise of humanoid robots is supported by advancements in domestic production of core components, leading to reduced costs; for instance, the cost of the Walker series robots has decreased by 25% compared to 2024 [5]. - The integration of production capabilities for both electric vehicles and humanoid robots allows companies to lower investment costs and enhance equipment utilization [5][6]. - The potential for further cost reductions exists, particularly in key components like harmonic reducers and planetary roller screws, where domestic production rates can still improve [6]. Group 4: Synergy and Supply Chain Advantages - The existing supply chain in Zhejiang, developed over years in the automotive sector, provides a strong foundation for the humanoid robot industry, facilitating a seamless transition [7][8]. - The overlap in customer bases between electric vehicle and humanoid robot sectors is significant, with a 70% overlap reported, allowing companies to leverage existing channels for component procurement [8]. - The technological similarities between automotive parts and humanoid robots enable companies to transfer knowledge and capabilities, reducing R&D costs and risks associated with the transition [7][8].