
Robots? SIIII! It's a New Game People!
Listen up! Cristiano Ronaldo here and I'm not just talking about scoring goals anymore. The future is here and it's walking…or rolling…on mechanical parts. Morgan Stanley says auto parts suppliers are about to hit the jackpot with humanoid robots. A third wave of growth? SIII! That's like winning the Champions League...again!
Chinese Suppliers? They're Doing the 'Ronaldo Chop' to the Competition!
These analysts are hyping up Chinese Tesla suppliers. Upgrades and overweight ratings? Sounds like someone’s been watching my training regime! They’re betting these companies will benefit from the rise of humanoids just like they did with electric cars. These companies are like me in my prime unstoppable!
Tesla and Xpeng Are Building Robot Strikers!
Tesla and Xpeng are already building these humanoid robots! Other car companies like Zeekr and Volkswagen are testing them out in their factories. It's like they're trying to clone me but with metal. I am the original the best but I guess there is room for robot versions!
$15,000 Per Robot? That's Pocket Change for Ronaldo!
47% to 60% of the spending on parts and materials could go to auto suppliers? That's like a free kick opportunity! Morgan Stanley estimates around $15,000 per humanoid. I spend more than that on my daily moisturizers but hey it's still a big deal for these companies! By 2050 this market could be worth $5 trillion worldwide. Time to invest people! My agent is already on it!
Tier 1 Suppliers: The Real Game Changers?
Morgan Stanley prefers 'tier 1' module assemblers like Sanhua. They can secure assembly orders no matter the tech path. It's like being a versatile player who can score with both feet your head even your chest if needed. These companies are adaptable and ready to win!
Tuopu Sanhua Xusheng: The Dream Team of Robot Parts!
Tuopu Sanhua and Xusheng are the names to watch. Actuators casting structural parts...it's like building the perfect footballer! These companies have the potential to dominate the market. But remember it's not just about the parts. It's about the passion the dedication and the never ending pursuit of excellence. Just like my career. SIIII!
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