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Analysis of Supply Chain Divergence Behind the Humanoid Robot Limit-Up Wave

On October 19, multiple humanoid robot sector stocks hit their daily limit, with Sihui Fuji sealing at the 20cm limit, and Unitree's stock price returning to 500 yuan with market cap back at 200 billion. Based on a BOM cost breakdown, the article notes that actuators and joint modules together account for 45% to 65% of total unit cost, that lead screw manufacturing has the highest barrier, and that the main market theme lies in component segments such as lead screws, reducers, dexterous hands, and force sensors.

Part of the event: Wave of limit-up moves in humanoid robots: component segments lead gains, supply chain diverges

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