🐦 推特SerenityCodex · 实盘不做把握 8/10
北京时间·🕒 发布 19:58:04时区推断·⟳ 抓取 19:58:36·⚡ 决策 07-05 22:43:05 +2h44m·113.9 天前
社媒汇总波士顿动力 Atlas 潜在供应链名单，但内容为转述和个人方向性思考，未形成可交易催化
该信号本质是社媒清单帖，列举 Boston Dynamics 人形机器人潜在供应商和泛汽车机器人敞口，没有新增订单、量产节奏、金额、官方确认或单一公司业绩增量。
📄 原文Serenity@aleabitoreddit↗ 原文
Just high level Boston Dynamics + humanoid + automotive player directional thoughts: As for their "speculated suppliers…
不做 SPG（058610.KS）
本条只是社媒转述的潜在供应链清单，没有官方确认、订单金额、量产节奏或可量化业绩增量，无法形成正期望交易。
不做 SOS Lab（464080.KS）
供应商关系在正文中仍是 expected，且事件没有新增合同或商业化进展，属于机器人主题联想而非可交易催化。
不做 ROBOTIS（108490.KS）
被点名为机器人手和执行器敞口，但本条未提供新增事实，不能证明短周期收入或利润变化。
不做 英伟达（NVDA.US）
超大市值主标的仅被清单按 Jetson Thor 主题提及，没有订单金额、收入增量或供需约束变化，软催化不足以交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-05 · 扩散 low · price-in 风险 medium ↗
关键理由
- 该信号本质是社媒清单帖，列举 Boston Dynamics 人形机器人潜在供应商和泛汽车机器人敞口，没有新增订单、量产节奏、金额、官方确认或单一公司业绩增量。
- 原文作者明确表示不看好 Boston Dynamics 商业化，认为若不能很快量产到 Unitree 级别，上游供应链做多逻辑不成立。
- 被点名公司跨度极大且多为推测供应链，无法把事件映射成短周期、同方向、可回测的单一交易机会。
主要风险
- 若后续出现 Boston Dynamics 官方量产计划、供应商确认或明确订单金额，需要重新评估相关韩国零部件和传感器供应商。
- 清单中部分机器人零部件公司可能有主题交易弹性，但本条信息本身没有新增事实支撑。
原文全文
展开原文 · 3,226 字
Just high level Boston Dynamics + humanoid + automotive player directional thoughts:
As for their "speculated suppliers":
Samsung Electro-Mechanics / $INTC
LG Innotek vision sensing components into Atlas
Samsung Electronics / Sk Hynix / $MU - Memory
$NVDA - Jetson Thor compute
Google DeepMind
LG Energy Solution - reported BD Atlas battery supplier
$CATL - Battery
SPG Co / 에스피지 (058610.KQ) - Reducers / harmonic-drive-style robot gearing
SL Corp / 에스엘 (005850.KRX) - leg-module supply contract with Boston Dynamics
SOS Lab / 에스오에스랩 (464080.KQ) - Atlas LiDAR supplier expected
Sungwoo Hitech - Reported likely Atlas exterior-cover supplier
Hyundai Mobis - Atlas actuators; robot hand/gripper
ROBOTIS / 로보티즈 (108490.KQ) - Robot hand/gripper/robot actuators/servo modules
HL Mando / HL만도 (204320.KRX) - Actuators / automotive motion-control parts
ABB (ABBN.SWX) - actuator supplier/ecosystem
Samhyun / 삼현 (437730.KQ) - Smart actuators / motor-control auto parts
Seoyon E-Hwa / 서연이화 (200880.KRX)~₩0.31T Auto interior/exterior parts; potential robot exterior
- from some naver article that's getting passed around recently.
As for more Western names aside from the $GOOGl $NVDA / $MU types you have $AEVA through LG innotek.
$OUST was Velodyne legacy LiDAR agreement with BD Spot. Onsemi was SOS Lab LiDAR SPAD-array partner.
And probably a few others since supply chain is large.
_
I'm actually not bullish on Boston Dynamics commercialization, even though I am for them technologically.
So personally speaking, if they're not mass producing 30K like unitree soon, going long on the upstream supply chain doesn't really make sense.
Generally speaking, auto players are very interesting to me for broad humanoid exposure.
Names Schaeffler, which was working with ~45 humanoid makers, is probably in majority? But no confirmed proof yet. There's way too much robotics overlap with auto: eg. “70% of process and technology overlaps with cars”.
And then have AI auto as another major growth vector per. $TSM chairmain (also for power semis too).
So feels like everything comes together for them auto players dragged down by downturns, so I would guess maybe 1 1/2 years, in 2028, things start to pick up for Western auto involved in humanoids.
Since non-China supply chains (like Agibot/unitree) are first to market and already volume ramping compared to western counterparts.
There's other "purer exposure" component suppliers like $VPG and possibly $TSLA / Figure was my guess, but $150/robot that they revealed for mass production is a bit small considering you reach 50K mass production and that's around $7.5M revenue.
So upstream components for auto players for robotics doesn't move any needle unless you get to massive humanoid scale...
which is why I've personally shifted to highest concentration for downstream players like Agility while valuations are relatively small.
I still think we'll see an Anthropic/OpenAI type leader in the humanoid/robotics space soon before all the other physical ai suppliers in the sector get brought up beyond hype.
But just informal personal thoughts I try and keep in mind moving forward with legacy auto players in a downturn + new growth vectors 2Y out
As for their "speculated suppliers":
Samsung Electro-Mechanics / $INTC
LG Innotek vision sensing components into Atlas
Samsung Electronics / Sk Hynix / $MU - Memory
$NVDA - Jetson Thor compute
Google DeepMind
LG Energy Solution - reported BD Atlas battery supplier
$CATL - Battery
SPG Co / 에스피지 (058610.KQ) - Reducers / harmonic-drive-style robot gearing
SL Corp / 에스엘 (005850.KRX) - leg-module supply contract with Boston Dynamics
SOS Lab / 에스오에스랩 (464080.KQ) - Atlas LiDAR supplier expected
Sungwoo Hitech - Reported likely Atlas exterior-cover supplier
Hyundai Mobis - Atlas actuators; robot hand/gripper
ROBOTIS / 로보티즈 (108490.KQ) - Robot hand/gripper/robot actuators/servo modules
HL Mando / HL만도 (204320.KRX) - Actuators / automotive motion-control parts
ABB (ABBN.SWX) - actuator supplier/ecosystem
Samhyun / 삼현 (437730.KQ) - Smart actuators / motor-control auto parts
Seoyon E-Hwa / 서연이화 (200880.KRX)~₩0.31T Auto interior/exterior parts; potential robot exterior
- from some naver article that's getting passed around recently.
As for more Western names aside from the $GOOGl $NVDA / $MU types you have $AEVA through LG innotek.
$OUST was Velodyne legacy LiDAR agreement with BD Spot. Onsemi was SOS Lab LiDAR SPAD-array partner.
And probably a few others since supply chain is large.
_
I'm actually not bullish on Boston Dynamics commercialization, even though I am for them technologically.
So personally speaking, if they're not mass producing 30K like unitree soon, going long on the upstream supply chain doesn't really make sense.
Generally speaking, auto players are very interesting to me for broad humanoid exposure.
Names Schaeffler, which was working with ~45 humanoid makers, is probably in majority? But no confirmed proof yet. There's way too much robotics overlap with auto: eg. “70% of process and technology overlaps with cars”.
And then have AI auto as another major growth vector per. $TSM chairmain (also for power semis too).
So feels like everything comes together for them auto players dragged down by downturns, so I would guess maybe 1 1/2 years, in 2028, things start to pick up for Western auto involved in humanoids.
Since non-China supply chains (like Agibot/unitree) are first to market and already volume ramping compared to western counterparts.
There's other "purer exposure" component suppliers like $VPG and possibly $TSLA / Figure was my guess, but $150/robot that they revealed for mass production is a bit small considering you reach 50K mass production and that's around $7.5M revenue.
So upstream components for auto players for robotics doesn't move any needle unless you get to massive humanoid scale...
which is why I've personally shifted to highest concentration for downstream players like Agility while valuations are relatively small.
I still think we'll see an Anthropic/OpenAI type leader in the humanoid/robotics space soon before all the other physical ai suppliers in the sector get brought up beyond hype.
But just informal personal thoughts I try and keep in mind moving forward with legacy auto players in a downturn + new growth vectors 2Y out
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