‘White-Haired Stock Guru’ Serenity: Auto Parts May Become Key Beneficiary Chain of Embodied Intelligence, Schaeffler as a Typical Sample

CoinFeed June 28 news, ‘White-Haired Stock Guru’ Serenity published an analysis stating that Schaeffler AG is an ‘ideal sample’ for the current automotive industry to enter the humanoid robot track. The company has a market value of about 7.5 billion euros, but it has already cooperated with about 45 humanoid robot companies, covering core components such as bearings, gearboxes, sensors/ECUs, actuators, and power electronics, theoretically accounting for about 50% of the BOM cost of humanoid robots. Despite having potential high penetration, it currently still only expects to achieve revenue of hundreds of millions of euros by 2030.