Automakers Flock to "Human-Making," Is the Investment Logic of Humanoid Robot Industry Chain Quietly Changing?

English summary

### Automakers Flock to "Human-Making," Is the Investment Logic of Humanoid Robot Industry Chain Quietly Changing? Time: 2026-07-30 00:07:00 Content: Foreword: Currently, humanoid robots are stepping into the real world from the hazy imagination of science fiction in a striking manner. Humanoid robots are the most important hardware carrier of embodied intelligence. China has a complete supply chain, and product cost-effectiveness is significantly ahead of overseas competitors. To preempt competition, the U.S. Federal Communications Commission (FCC) recently banned the import of new Chinese robots and promoted the return of key industries to the U.S. In recent years, nearly 20 mainstream automakers at home and abroad have rushed into the humanoid robot track through various methods such as self-development, investment, and incubation. This unprecedented collective action not only injects new technological vitality and substantial financial support into the humanoid robot industry, which is at a critical stage of development, but also acts like a boulder thrown into a calm lake, causing ripples in the capital market and profoundly reshaping the investment logic of the humanoid robot industry chain. ...