In addition to Huawei's industrial chain

[shapanwwuom]

In the field of torque sensors, there are two global first-tier suppliers, including ATI and Yuli Instruments, both of which have six-dimensional torque sensor technology. Second-tier suppliers include Ruier Technology, Kunwei Technology, and Keli Sensing. Among them, Keli Sensing mainly produced one-dimensional torque sensors in the early stage. At present, the six-dimensional torque sensor has been successfully developed, sent to Huawei, and successfully accepted.

In addition, recently, it was rumored that Huapei Power's sensors were sent as samples to Tesla's Optimus Prime, and its stock price also saw a surge in the short term.

In the field of software and systems, the main players are still large companies with strong AI capabilities, such as Huawei.

In addition, there are opportunities for humanoid robot manufacturers. Major domestic manufacturers include Efort, Leju Robotics, Tosda, and Hechuan Technology. These complete machine car owner data manufacturers also hold some core technologies of the industrial chain.

On November 15, Huawei reached a strategic cooperation with 16 powerful robot-related companies in China, which essentially built an industrial alliance. Huawei mainly provides a robotics platform to enable companies to better develop and integrate robots, which is somewhat similar to its role in the new energy vehicle field.

Because Huawei has strong technical strength in Hongmeng operating system, Pangu big model, cloud computing, AI chips, etc., empowering domestic robot companies will accelerate their commercialization and enhance their global competitiveness.

In the future, robot companies that cooperate with Huawei may have stronger market competitiveness, including Efort, Zhaowei Electromechanical, Tosda, Zhongjian Technology, and Hechuan Technology. The capital market also vaguely prices robots according to the "SERES" among humanoid robots.

Tesla also has a strong siphon effect. Related concept stocks include Sanfeng Intelligent, Beite Technology, Mingzhi Electric, and Sling Shares. However, the increase in recent months has obviously lagged behind Huawei's industrial chain, which to a certain extent shows that the market is more optimistic about Huawei's technology iteration and implementation capabilities.