According to Research Reports from China Securities Co., Ltd., as domestic and foreign humanoid robot manufacturers gradually start production plans for thousands or tens of thousands of units in 2025, there is an expectation for hundreds or 0.1 million units of mass production in 2026. In the past, the main participants in humanoid robotics were non-commercial manufacturers like Boston Dynamics and Ameca, with components primarily being custom products and few suppliers involved. Now, with Tesla releasing its outlook for humanoid robot mass production, more parts suppliers and complete machine enterprises will enter the humanoid robotics field. It is recommended to pay attention to two types of companies: ① those with strong technical capabilities and successful experience, whose certainty of participating in the humanoid robot market in the future is very high as symbols; ② manufacturers with homologous technology products that may horizontally expand into the humanoid robot Industry Chain.