中国工业：人形机器人供应链调研洞察- 浮现的缺口-China Industrials-Humanoid Supply Chain Trip Takeaways The Emerging Gap

January 28, 2026 05:10 PM GMT China Industrials | Asia Pacific Humanoid Supply Chain Trip Takeaways: The Emerging Gap We see a widening gap between leaders and laggards, for both integrators and suppliers, and expect the gap to be amplified upon entering mass production. We prefer leading component suppliers – Leaderdrive and Hengli. Key Takeaways During our China Humanoid Supply Chain Trip on January 26-28, we met with both integrators (Fourier, Kepler, MagicBot), and component suppliers (Leaderdrive, Heng ...