Humanoid robots are a big long-term opportunity, but they are not yet a proven profit business.
XPeng: Strong focus on humanoid robots and AI.
BYD: Huge manufacturing scale, batteries and supply chain.
Chery/GAC: Also developing robotics.
But the key question is not “Can they build robots?”
It is “Can they sell many robots and make good profits?”
I would watch: Orders → Production → Robot cost → Revenue → Profit
For now, EVs are still the main business. Robotics should be viewed as a potential second growth engine, not the main reason to buy the stock.
Bottom line: Bullish long term, but still too early to treat humanoids as proven earnings.
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