Several China robotics-related A-share suppliers have hit daily limit-up after Serenity’s post on Leaderdrive 🚀 Overall, the whole robotics sector has also surged hard. Here, we researched several A-share robotics suppliers and grouped them into two categories: Tier 1 - Companies with direct exposure to major robotics OEMs or publicly confirmed customer relationships. 绿的谐波 Leaderdrive (688017) China's harmonic reducer leader. Supplies Tesla Optimus, reportedly the exclusive harmonic supplier for the Mexico plant, with mass-production orders and a harmonic JV with Tesla Tier-1 Sanhua. 中鼎股份 Zhongding (000887) auto parts veteran pivoting to robots, wants to be the "Foxconn of humanoids." Supplies EngineAI (众擎) and Efort (埃夫特) with harmonic reducers and joint assemblies. Tesla and Xiaomi are stated future targets, not current orders. 丰光精密 Fengguang (920510) BSE precision machining name. Supplies Unitree (宇树) with machined components, the cleanest Unitree link in this rotation. 恒工精密 Henggong (301261) RV reducer core-part maker. Both an investor and supplier in the AgiBot (智元) chain, and also works with Beijing's X-Humanoid center. Tier 2 - indirect, supplies the parts maker not the robot OEM) 光洋股份 Guangyang (002708) bearings and screws maker. Supplies reducer maker Hozo (昊志机电), feeding into the Tesla chain one step removed. Brokers tag it a Tesla screw beneficiary, but its direct customer is the reducer maker. 鼎智科技 Dingzhi (920593) micro and hollow-cup motors, mini roller screws, plus a six-axis force-sensor JV with Korea's ADIN. Its own humanoid OEM is undisclosed, but parent Jiangsu Leili (江苏雷利) is a confirmed Unitree actuator supplier, so the family link to Unitree is real.