Humanoid robot actuators in short supply

Recently, Musk mentioned on Tesla's Q2 earnings call that the capacity constraints of Optimus robots (humanoid robots) are mainly due to the lack of readily available actuators. According to a research report by Soochow Securities, the global market space for linear actuators for humanoid robots is expected to be 186 billion yuan in 2035. Many A-share listed companies are accelerating the layout of humanoid robot actuator track. Magmet has recently revealed on the interactive platform of the Shenzhen Stock Exchange, on the matter of subsidiaries with spherical motor (an actuator) invention patent, the relevant business such as to meet the disclosure standards, the subsequent will be disclosed to the public in the form of announcements. (Securities Daily)