中文翻译
@kevs_World02 哈默纳科(Harmonic)/LeaderDrive/舍弗勒(Schaeffler)似乎无处不在。还有一些更小众的零部件供应商，比如 $VPG，可能用于 Optimus/Figure。但我觉得规模差异巨大，因为舍弗勒声称他们正与约45家人形机器人玩家合作。不过，向 Agibot/Unitree 供货的中国供应商可能会率先实现营收，我很快会对该领域做更多研究。
· 供应链分析
对比人形机器人零部件供应商的全球巨头与中国厂商的营收节奏。
涉及标的： $VPG
相关概念： 特斯拉 Optimus机器人产业链
英文原文
@kevs_World02 Harmonic/LeaderDrive/Schaeffler seem to be in pretty much everywhere. There's some more niche component suppliers like $VPG for maybe Optimus/Figure. But I think the scale is vastly different since Schaeffler claimed they were wokring with ~45 humanoid players. Chinese suppliers to Agibot/Unitree probably hit revenue first though, I can do more research into that area soon.