Analysis of Chaojie Co., Ltd. (301005) Strong Performance: Humanoid Robot Industry Drive and Growth Potential

Chaojie Co., Ltd. (301005) has recently entered the strong stock pool, with the core driving factor being the expected explosive growth of the humanoid robot industry [0]. The company actively lays out high-value key components such as planetary roller screws, has established a special team, and obtained small-batch orders from customers like Zhiyuan Robot [0]. At the industry level, Huawei’s increased investment in embodied intelligence strengthens confidence in the domestic supply chain [2]. Tesla Optimus Gen3 is about to be released [0]. 2025 is regarded as the first year of commercial mass production [3], and the sector is shifting from thematic investment to performance-driven [4]. The stock price chart shows a recent increase of 13.3% [1], reflecting the market’s recognition of its growth potential.

1. Cross-domain Connection
   : The humanoid robot industry deeply integrates AI, semiconductors, and precision manufacturing. Chaojie Co., Ltd.'s layout is positioned in the core link, benefiting from the collaborative development of multi-domain technologies [0][2].
2. 0-to-1 Breakthrough Opportunity
   : The industry is in the early stage of commercialization. The company is expected to achieve rapid volume growth and seize market share through technical barriers [3].
3. Accelerated Domestic Substitution
   : The entry of leading enterprises like Huawei promotes the maturity of the domestic supply chain. As a local enterprise, Chaojie Co., Ltd. has advantages in localized services and costs [2].

• Growth dividend of the humanoid robot industry: Expected to enter the mass production stage in 2025, with broad market space [3].
• Policy support: The state continues to introduce supportive policies for high-end manufacturing and robot industries [0].
• Customer expansion: Existing small-batch orders lay the foundation for subsequent large-scale cooperation [0].

• Technology iteration risk: The industry’s technology evolves rapidly, requiring continuous R&D investment to maintain competitiveness [0].
• Intensified market competition: More and more enterprises are entering this field, which may lead to price wars or share squeeze [0].
• Supply chain fluctuations: Unstable supply of key raw materials may affect production progress [0].

Chaojie Co., Ltd. (301005)'s strong performance stems from the strong growth expectation of the humanoid robot industry and the company’s precise layout. Industry catalysts are clear, and the company’s technical accumulation and customer resources in the core component field provide support for its long-term development. Investors should pay attention to industry progress and the company’s order implementation to evaluate its sustainable growth capacity [0][5][6].