Zheshang Securities' machinery team reported that Chinese humanoid robot component makers saw sharp delivery growth in Jan-Aug 2026, with Changying Precision delivering over 1.1 million precision components versus 690,000 in all of 2025, and that Tesla has begun a new round of supplier factory audits as Optimus production ramps.
Zheshang Securities remains bullish on the China humanoid robot supply chain, citing strong component delivery growth and Tesla's accelerating Optimus program.
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