According to a research report by CICC, as domestic and foreign humanoid robot manufacturers gradually launch mass production plans of several thousand or tens of thousands of units in 2025, they are expected to have mass production plans of tens of thousands or 100,000 units in 2026. In the past, humanoid robot participants were mainly manufacturers such as Boston Dynamics and Ameca that have not achieved commercial mass production. The parts were mainly customized products, and there were few participating suppliers. Now, with Tesla's release of its outlook for mass production of humanoid robots, more and more parts suppliers and complete machine companies will enter the field of humanoid robots. It is recommended to pay attention to two types of companies: ① Targets with strong technical strength, successful experience, and a very high certainty of participating in the humanoid robot market in the future; ② Manufacturers with homologous technology products may expand horizontally into the humanoid robot industry chain.