Guoyuan's Research Reports state that mass production of humanoid robots is expected, focusing on the final solution and core component suppliers. It is recommended to pay attention to two main lines: Tesla's humanoid robot products are continuously iterating and are expected to become one of the earliest mass production manufacturers, so it is advisable to focus on the relevant industrial chain. Humanoid robots involve various core components, and after Tesla ramps up production, it will lead to large-scale expansion of manufacturers at all levels, so it is suggested to pay attention to Tesla's technical solutions and potential suppliers; both domestic and international humanoid robot manufacturers have started small batch deliveries and factory trials, looking for universal components. A review of the current hardware applications of humanoid robot manufacturers is underway to identify common core component investment opportunities post-mass production. The commonality of actuators is concentrated in Electric Machine and dexterous hand solutions. The commonality of the perception layer is focused on vision and Sensors, with vision mainly using TOF methods and multi-view vision solutions, while some manufacturers supplement with Lidar/ultrasonic Sensors; in terms of force sensing, six-dimensional force sensors have significant investment value.