Guotai Junan Securities recently pointed out in the research report that the value of humanoid robot sector is prominent, and Tesla's Robotaxi in October may once again become a catalyst. The iteration of humanoid robot products is accelerating, with the commercial prelude unfolding and mass production cost reduction in sight. 3) Key components of humanoid robots such as reducers, screws, dexterous hands, sensors, and electric machines are particularly focused on. With the expansion of humanoid robot sales, the key components industry will become the core beneficiaries.