Despite undergoing periodic shocks and adjustments, the humanoid robot industry has not seen its fundamental growth logic altered by short-term market fluctuations. Instead, these fluctuations have paved the way for fresh investment prospects. A number of analysts have noted that the industry has shifted from the initial phase of thematic investment to a stage where growth inflection points are becoming evident. Continuous strides have been made in technological advancements and product rollouts, with leading firms simultaneously ramping up their capitalization and commercialization endeavors. After sifting the wheat from the chaff, institutions generally maintain an optimistic stance on the industry's investment potential. Given the clear outlook for large-scale mass production in the near future, investment opportunities within the 'T-chain' and domestic supply chains deserve considerable attention.