Research · Aug 25, 2026
Humanoid Robot Actuator Supply Moves In-House
Hesai booked its first RMB 45 million of actuation revenue while XPeng said 85% of IRON's core parts are in-house, as humanoid joint actuators stay scarce.
NASDAQ · Consumer Cyclical · Auto - Parts · CN
Research · Aug 25, 2026
Hesai booked its first RMB 45 million of actuation revenue while XPeng said 85% of IRON's core parts are in-house, as humanoid joint actuators stay scarce.