中国考察要点：人形机器人聚焦应用场景验证-China Industrials-Trip Takeaways – Humanoids Eyes on Use Case Verification

November 17, 2025 03:50 AM GMT China Industrials | Asia Pacific Trip Takeaways – Humanoids: Eyes on Use Case Verification With orders signed and delivery started, we believe the user feedback in various use cases is key, albeit more users to testify for humanoid robots. Value chain companies remain optimistic amid hurdles on both hardware and software. Technology evolution continues with no sign of convergence yet. Key Takeaways We met six companies with humanoid exposure on our trip: Fortior (1304.HK, NC), ...