作者强调Schaeffler（$SHA0）是重要的汽车零部件公司，在类人机器人领域有显著布局，与45家类人机器人公司合作，可能覆盖类人机器人50%的物料清单。然而，类人机器人业务到
作者强调Schaeffler（$SHA0）是重要的汽车零部件公司，在类人机器人领域有显著布局，与45家类人机器人公司合作，可能覆盖类人机器人50%的物料清单。然而，类人机器人业务到2030年的营收预测仅为几亿美元，属于保守估计。此外，Nabtesco（6268）也被提及用于关节部件，但整体板块因汽车业务拖累而被低估，预计2027年后类人机器人和AI汽车将带来催化剂。
“Yup, Schaeffler $SHA0 is the ideal example for automotive players. ~ €7.47B MC auto player. - but also working with 45 humanoid players (extremely insane number, they do have €5.14b debt, EV is higher) - covers bearings, gearboxes, sensors/ECUs, actuators, power electronics. -ests. They can be roughly 50% BOM of a humanoid - targeting 10% market share of that. But only projecting a few hundred million revenue by 2030 (extremely sandbagged) if we’re using Elon’s projections for the market. Then’s theres auto players like Nabtesco (6268) for joints. And then Sanhua in China for $TSLA Optimus. Many of them are trade at lower valuations from drag from auto. But humanoids + AI Auto (TSM chairman cited this as a growth vector) should be a good catalyst past 2027 for automotive players. IMO there just needs to be a ChatGPT/Anthropic breakout downstream leader first for humanoids. That brings up the entire ecosystem that has robotics exposure. But as of now it’s probably like 1% of many of their overall revenue figures, and markets are focusing on immediate upside from bottlenecks like memory or MLCC. I’m sure we’ll see some random Toto-HBM type surprise as different humanoid architecture evolve.”原帖：X / @aleabitoreddit ↗