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The creator highlights the emerging physical AI industry, specifically focusing on the humanoid robot suppl...

Jul 7, 2026

The creator highlights the emerging physical AI industry, specifically focusing on the humanoid robot supply chain and key companies involved in actuator and joint module production.

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300432.SZNeutralMedium ConvictionSignal-backedPrimary

Fulin Precision is noted for providing electrical joint modules through a joint venture with AGI Bot.

002050.SZNeutralMedium ConvictionSignal-backedPrimary

Sanhua Intelligent Controls is highlighted as a direct Tesla supplier for actuator components and thermal systems.

601689.SSNeutralMedium ConvictionSignal-backedPrimary

Tuopu Group is identified as a key Tesla supplier for rotary and linear actuators in humanoid robots.

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