With the rapid development of artificial intelligence and automation technology, the demand for humanoid robots is also emerging. They shine in a variety of fields, such as home helpers, caring companions for the elderly, competent logistics and transportation personnel, and excellent employees in the manufacturing industry. Tesla's humanoid robot, with its powerful capabilities and unparalleled flexibility, has become the focus of market attention. It is expected that in 2024, this humanoid robot will be officially mass-produced, and the market size is expected to exceed 700 billion yuan in the next ten years. This is not only a feast of technology, but also a profound change in the way of human life. 
News: Tesla CEO Elon Musk has released the latest ** of the humanoid robot Optimus, revealing the superior performance of GEN2. Compared to the previous generation, the Optimus Gen2 is 30% faster at walking, showing better balance and body control. The robot uses Tesla's self-developed actuators and sensors to further improve the overall performance. Not only is the weight reduced by 10 kilograms, but it is also equipped with new hands that allow them to grasp heavier objects and perform delicate operations, such as placing eggs. Although the walking posture of the Optimus Gen2 is still mechanical from the first picture, Tesla said that the Gen2 will first be used in manufacturing plants, and once its usefulness is verified, the robot will be sold. This humanoid robot is expected to lead a new technological revolution and change the way we live and work. 
In addition, it is worth mentioning that at the Tesla Investor Day event in March 2023, Tesla will showcase its robot products under development. According to previous reports, it took only 6 months for this robot to be developed and landed, and it is expected to be officially launched in 2025. At present, Tesla has become the main driving force of humanoid robots around the world. Therefore, investors should focus on investment opportunities in companies related to Tesla Optimus, especially those parts manufacturers with high value and low localization rate. After the author's in-depth research, several "robot" potential leaders have been excavated, especially the first one, which is expected to usher in the main rising wave**! I have also selected a core leading company, or will be the first leader of "robots", which is expected to double**, and the optimistic logic is as follows:
AI + robot + intelligent manufacturing, multiple policies to promote.
Excellent performance, annual report year-on-year growth of more than 700%, currently in place, market value of more than 5 billion, stock price is currently at the bottom
The bottom limit breaks through the annual line, and the upward trend is obvious, and the MACD every week and month has a golden cross signal, and the start is imminent.
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Jinglun Electronics
Intelligent control products have technical advantages, sewing machinery CNC system industry ranked first, the company's intelligent control products are the company's wholly-owned subsidiary Shanghai Powermax Electronic Technology Co., Ltd. main products, Powermax specializes in general and special servo drive system, numerical control system, sewing robot series of product development and sales.
Hanwang Technology
Based on the industry-end solutions of AI image text recognition technology, NLP technology, and RPA (machine process automation) technology, the company minimizes the transactional burden and repetitive work of staff through embedded business services + a variety of AI robots, and helps enterprises and institutions to reengineer and intelligentize business processes, which have been widely used in justice, archives, medical care, finance, digital humanities, education and other fields.
Keli Sensing
It can be applied to the vast majority of flexible automatic production lines, and has a wide range of cases in the fields of collaborative robots, automatic loading and unloading robots, disorderly sorting robots, flexible production robots and 3D detection. 3D machine vision can automatically analyze the operating object, generate a point cloud map, and through the deep learning system, the robot action path can be continuously adjusted to complete the complex production process that replaces manual labor.
Buke shares
China's leading machine automation and factory intelligent solution provider, the company's layout of the low-voltage servo market is more inclined to industrial robots, mobile robots, collaborative robots, medical robots and other fields.