The first year of mass production of humanoid robots is ushered in, marking the entry of the industry chain into a new stage of large-scale commercialization.

Since the beginning of this year, there have been frequent reports of mass production in the humanoid robot industry. From the OptimusGen-3 produced at the Tesla Fremont Factory to the G1 robot from Ubtech Technology deployed at Tokyo Haneda Airport, humanoid robots are accelerating their transition from the laboratory to factories and living environments. According to Wind data, the Wendex humanoid robot concept index has risen by 19.54% since April 7th. Analysts believe that with clear expectations for mass production from leading companies at home and abroad, and continuous breakthroughs in the domestic industrial chain, the humanoid robot industry has transitioned from the stage of technical verification to a new phase of scaled commercialization, with the core component sector expected to benefit first.