Yo Adrian! Robots Gonna Need Auto Parts Too! China's Poised for a TKO in the Humanoid Ring!

Gonna Fly Now? More Like Gonna Build Robots!

Yo Adrian! You ain't gonna believe this. They're talkin' 'bout robots see? Not just any robots but the kind that walk and talk... maybe not talk so good but still! And these fancy robots? They need parts! Auto parts! That's right the same stuff they put in them electric cars. It's like Mick used to say 'Every robot needs its engine Rocky!' And it looks like these Chinese companies are gonna be the ones makin' 'em. This could be bigger than my fight with Drago!

From Cars to Bots: Same Game Different Arena!

These Morgan Stanley fellas they're saying it's like when electric cars came along. Suddenly everyone needed new gadgets new wires new everything! Well now it's robots. Tesla and Xpeng they're already buildin' 'em! Other companies they're thinkin' about it. These auto part suppliers they can grab a big chunk of the action. 47% to 60% they’re sayin’. That’s like knockin’ down Apollo Creed in the first round! But remember what Mick said 'It ain't about how hard you can hit but about how hard you can get hit and keep moving forward!'

Sanhua's Got the Eye of the Tiger (and a Hong Kong Listing)!

This company Sanhua they're smart. They're gettin' listed in Hong Kong which is like trainin' in the Siberian wilderness gettin' ready for the big fight! They're makin' parts for these robots actuators and stuff and these fellas at Morgan Stanley they're givin' 'em a good rating. They must be doin' something right yo! And get this they're even buildin' a plant in Thailand so they can box a little safer from the geopolitics.

Actuators? Sounds Like a Punch to the Gut!

They keep talkin' 'bout actuators. Sounds like somethin' Apollo would use on me! But these actuators they're like the muscles and joints of the robot. They make 'em move. And Tuopu another company they make these things! Morgan Stanley they think Tuopu's gonna sell a whole lotta these actuator things. Enough to make me wanna start runnin' up them museum steps again!

Xusheng's Gonna Get Back in the Ring

Now there's Xusheng. They make uh castings and torso parts for robots! They ain’t doin’ as good but Morgan Stanley is betting on them to recover because of some new electric cars coming out. So they might be able to land a good punch in the robot ring too. But remember kid it ain't over 'til the bell rings. And even then it ain't really over!

Five Trillion Dollars? That's a Whole Lotta Meat!

By 2050 they reckon this whole robot thing could be worth 5 TRILLION dollars worldwide! That's enough to buy a whole lotta meat for Butkus! But they’re also sayin’ it’s early days. And there could be problems because of those tensions between the US and China. But like I always say 'It ain't about how hard you can hit but about how hard you can get hit and keep moving forward!'