Some Chinese Component Suppliers Set to Gain from U.S. Humanoid-Robot Output Ramp-up

Dow Jones
Sep 21

0859 GMT - Some Chinese humanoid-robot component suppliers stand to benefit from higher U.S. robot production, Citi analysts write in a research note. The bank's supply-chain checks in China suggest that the leading U.S. humanoid-robot maker could ramp up weekly production nearly 10 times to about 1,500 units in October. Weekly output could increase further to 2,000-2,500 units by end-4Q or early 1Q, Citi adds. That will likely have positive implications for relevant Chinese humanoid-robot component suppliers, including Jiangsu Hengli Hydraulic, Zhejiang Shuanghuan Driveline and Leader Harmonious Drive Systems, it says.

 

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