According to media reports, Agility Robotics announced last year the construction of the world's first humanoid robot factory, RoboFab, to expand the production scale of its bipedal robot, Digit. It is reported that the factory has officially begun assembling robots, with a production capacity of hundreds in the first year, aiming to achieve an annual production capacity of 0.01 million units in the coming years.

CITIC Securities stated that with the acceleration of the iteration of humanoid robot mainframe products at home and abroad, the support of AI large models, the learning ability of robots in software algorithms is continuously strengthening, industrial application scenarios are continuously breaking through, and humanoid robots are expected to enter mass production stage relatively quickly. Chinese manufacturing enterprises will benefit first from the cost advantages in the component links.

According to the Financial Data Center, among related listed companies:

The initial positioning of china leadshine technology's humanoid robot business is to provide servo control products and solutions, offering a series of servo control core components and modular solutions for many complete machine manufacturers.

Shenzhen Everwin Precision Technology's layout in the humanoid robot field mainly focuses on precision components, such as joint gears, bearings, etc. They have already established partnerships with AI Figure and a North American humanoid robot head enterprise, and have received orders.