The development of this era is too fast, it's already hard to keep up

I plan to increase my holdings in robotics-related stocks

🤖 Core concept stocks in robotics (2026.02) categorized by track for quick identification.

1. Core components (humanoid/industrial robots are the most critical)

- Sanhua Intelligent Control (002050): Core supplier of Tesla's Optimus actuators, with a market share of about 70% in rotary joints

- Greentech Harmonics (688017): Leading domestic manufacturer of harmonic reducers, core for humanoid robot joints

- Double Ring Transmission (002472): Leading domestic manufacturer of RV reducers, essential for industrial robot joints - Huichuan Technology (300124): Leader in servo systems, dedicated servos for humanoid robots have been implemented - Top Group (601689): Leader in linear/rotary actuators, core of Tesla's supply chain

2. Complete machines and system integration

- Robotics (300024): Leading domestic provider of industrial/humanoid robot complete systems, Walker series

- Estun (002747): Leader in industrial robots, high level of autonomy in core components

- Efort (688165): Complete industrial robots, actively expanding overseas - Midea Group (000333): Layout for industrial/service robots, strong supply chain collaboration

3. Vision and perception

- Orbbec (688322): 3D vision sensors, core for robot obstacle avoidance/interactions

- Hikvision (002415): Leader in machine vision, visual solutions for industrial robots

4. Tesla humanoid robot supply chain (high prosperity)

- Sanhua Intelligent Control, Top Group, Greentech Harmonics, Luxshare Precision (002475), Huichuan Technology