PANews June 28 news, "White-Haired Stock God" Serenity posted an analysis stating that Schaeffler AG is currently an "ideal sample" for the automotive industry entering the humanoid robot track. The company has a market cap of approximately 7.5 billion euros, yet it is already collaborating with about 45 humanoid robot enterprises, covering core components such as bearings, gearboxes, sensors/ECUs, actuators, and power electronics, theoretically capturing about 50% of a humanoid robot's BOM cost. Despite its potentially high penetration rate, it currently still expects to generate revenue only in the hundreds of millions of euros by 2030.

Serenity also mentioned that Nabtesco Corporation and Chinese manufacturer Sanhua Intelligent Controls, along with other automotive/industrial parts companies, may also benefit from the convergence trend of humanoid robots and smart vehicles, including projects such as Tesla, Inc. Optimus. At present, these companies are undervalued, weighed down by their traditional automotive businesses, but they could become an important catalyst direction under a long-term volume ramp-up scenario for humanoid robots and AI cars (post-2027). He pointed out that before a downstream breakthrough on the "ChatGPT/Anthropic level" emerges, the industry remains in an early infrastructure stage, with the market currently focused more on near-term bottleneck areas such as memory and MLCCs.