Elon Musk is stressing robots over cars. Here are three humanoid parts suppliers that Morgan Stanley recommends

February 1, 2026

TL;DR

Tesla is converting a California plant to produce the Optimus robot.
Chinese companies have already increased humanoid robot deliveries and are pursuing global partnerships.
Component suppliers are expected to be the initial beneficiaries of the humanoid robot industry's growth.
Leaderdrive, a Chinese robotics company, has seen its net profit more than double and expects significant revenue from robots.
Morgan Stanley has doubled its forecast for Chinese humanoid robot sales this year.
Tesla plans to sell Optimus robots to the public by the end of 2027, aiming for 1 million units annually.
Other companies like Inovance Technology and Jiangsu Hengli Hydraulic are developing specialized parts for humanoids.
Progress on Tesla's Optimus has significantly impacted the stock performance of Chinese humanoid parts companies.

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