Northeast Securities research reports point out: 1) humanoid robot manufacturers are continuously launching new products, and the industry is developing continuously. Driven by Tesla, the humanoid robot industry is developing vigorously. In addition to Tesla's own progress, other domestic and foreign companies are also actively promoting. 2) Commercial exploration is the focus of the industry. Humanoid robot companies are exploring both industrial and personal service sectors, with the automotive industry, aviation industry, logistics industry, and industrial machinery industry as key directions. Typical applications in the automotive industry include the electric version of Atlas, Ubtech, Fourier, Figure02, etc. 3) The humanoid robot industry is developing rapidly, and attention is being paid to subsequent industry changes. Companies in the industry are continuously launching or updating products, while core components and technological aspects are also developing rapidly. This will be a huge industrial opportunity. The timing of Tesla's Optimus small-scale production is approaching. It is recommended to focus on sensors, screws, reducers, and other parts with significant value and barriers, as well as pay attention to opportunities brought by the progress of humanoid robot complete machine enterprises and changes in technical solutions.