Hello everyone. Today let's talk about humanoid robots.

It is said that 2025 is the first year of mass production of humanoid robots, Tesla, UBTECH, these bigwigs are going to do things, and the companies in the industrial chain are estimated to make money!

However, there are so many related stocks in A-shares, which ones are the most noteworthy? Today, I will take you to pick up the three "invisible bosses" and see how great their potential is! 

1. Green harmonics (688017): the "handle" of the reducer industry

When it comes to humanoid robots, what are the core components? Reducer! This thing is like the "joint" of a robot, without which the robot can't even lift its arms. And the leader of the domestic reducer is none other than the green harmonic! Its harmonic reducer has a market share of 24.7%, ultra-high technical barriers, and a gross profit margin of more than 40%.  

What's even better is that Green Harmonic has also joined forces with Sanhua Intelligent Control to build an industrial park in Mexico, obviously to enter the international market. In the long run, Tesla, UBTECH, these large manufacturers mass produce robots, and orders for green harmonics are absolutely indispensable! In a word: hard technology, deep moat, firmly sit in the C position of the industrial chain!

2. Mingzhi Electric (603728): Tesla's "secret weapon".

Many people may not have heard of this company, but it is the global technology benchmark for coreless motors! The coreless motor is the core component of the "fingers" and "dexterous hands" of humanoid robots, and the precision requirements are extremely high. Mingzhi Electric not only has leading technology, but also has done a big thing - to send samples to Tesla humanoid robots for testing! If it passes, it is likely to become the exclusive supplier of Tesla.  

Think about Tesla's goal of mass-producing 10,000 robots in 2025, the imagination behind this is simply exploding! Secretly: Tesla's supply chain has always been the cradle of bull stocks.

3. Inovance Technology (300124): The "Almighty King" behind the robot

If the first two are "specialized, special and new", then Inovance Technology is a hexagonal warrior! It was originally a leader in industrial automation, and now it is fully betting on humanoid robot parts, such as motors, drive modules, actuators, etc., covering almost the "motion system" of the whole body of the robot.  

What's even more powerful is that Inovance's customer list is full of giants, from Tesla to domestic UBTECH and Unitree Technology, who wants to build robots can't avoid it. In the long run, with the outbreak of the industry + technology all-round + customer resources, Inovance is definitely the "anchor" in the industrial chain.

Risk Warning

Of course, humanoid robots are still in their early stages, and mass production progress, technical bottlenecks, and market competition are all uncertain factors. For example, Green Harmonic's revenue fell by 20% last year, the cooperation between Mingzhi Electric and Tesla has not been officially announced, and Inovance's gross profit margin is not high (29.69%).

But high risk is often accompanied by high return, if you believe that in the future, robots will be as popular as mobile phones, these three companies may be the next CATL, Luxshare Precision! 

Recently, fund managers are frantically increasing their positions in the robot sector, and some institutions even said: "The technology market in 2025 depends on humanoid robots!" So, paying attention to these companies now may be ambushing the next trillion track!

(Investment is risky, this article does not constitute advice).