VERIFY QUEUE · OPEN BACKLOG
What we haven't confirmed yet
28 OPEN ITEMS · 19 FLAGGED WATCHLIST ROWS
Every single-sourced claim carries a [VERIFY] flag until a primary source confirms it. This queue is public on purpose: knowing which figures are confirmed and which are trade-press reconstructions is half the intelligence.
FILE 0001Precision Reducers: the joint problem
OPENExact Harmonic Drive Systems global share % (high-end vs all-in).
OPENLeaderdrive 'sole supplier to Tesla's Mexico line' claim — confirm or downgrade to validated supplier.
OPENShuanghuan Suzhou capacity figure and which robot programs it actually ships to.
OPENThe 2021 Nabtesco/HDS stake-unwind specifics from primary filings.
FILE 0002Planetary Roller Screws: the linear-actuator chokepoint
OPENCurrent roller-screw unit price and per-robot count for the latest Optimus generation.
OPENWuzhou Xinchun / Beite Tesla designations — listing status, designation tier, capacity.
OPENXJ/Xinjian IPO process status and 1M-units/yr line progress.
OPENThe ~70% Chinese share of Gen-3 Optimus components — brokerage-sourced, needs a second source.
FILE 0003NdFeB Magnets: the China lever
OPENExport-control status around the ~Nov 10 2026 suspension expiry.
OPENAll Western capacity/finance figures (MP, Noveon, EM&T, Lynas Texas timeline).
OPENProterial ownership/listing status post carve-out.
FILE 0004LiDAR: the China cost-curve chokepoint
OPENLatest quarterly robotics-vs-ADAS unit split for RoboSense and Hesai.
OPENIdentity of the European humanoid OEM behind the Active Camera order.
FILE 0005Frameless Torque Motors & the Inovance servo story
OPENInovance humanoid revenue contribution — still small/early; confirm scale.
OPENUnitree in-house component scope from the IPO prospectus — merchant TAM impact.
OPENStep Electric humanoid motor ramp volumes.
FILE 0006Six-Axis Force/Torque Sensors: the contested chokepoint
OPENKeli Tesla status: validation vs designation vs shipping, and disclosed volumes.
OPENCurrent ATI/Novanta share; whether F/T is broken out in Novanta segments.
OPENHow many F/T sensors the leading humanoid designs actually specify (the QDD question).
FILE 0007Edge-AI Compute: the inverted chokepoint
OPENCurrent US export-control scope on AI silicon to China and 2026 changes.
OPENWhich Chinese humanoid OEMs ship which domestic SoC (the localization scoreboard).
OPENTesla AI5 details and whether it stays in-house.
FILE 0008Tactile / E-Skin: the successor chokepoint
OPENIndependent validation of PaXini's shipment-leader and spec claims.
OPENWhether any major humanoid OEM has standardized a tactile interface or supplier.
OPENCapacitive/Hall vs vision-based tactile — which camp the big designs adopt.
FILE 0009Power: cells, C-rate, and the CATL double-play
OPENCATL humanoid deployment scale and the 99%/3× claims (CATL-reported).
OPENWhether any humanoid OEM discloses a non-China cell supplier.
OPENWolfspeed post-restructuring status.
FLAGGED WATCHLIST ROWS
Instruments whose notes carry an unresolved flag, straight from the watchlist data.
Harmonic Drive Systems6324·TSEHigh-end strain-wave leader; FY25 returned to growth; [VERIFY share]
Leaderdrive (绿的谐波)688017·SSEChina #1 / global #2; ~30-40% China share (JPM); Tesla-validated [VERIFY]
Zhejiang Shuanghuan Driveline (双环传动)002472·SZSESupplies Optimus/Unitree; Suzhou plant ~500k units/yr 2026 [VERIFY]
Zhejiang Laifual (来福谐波)PRIVATEListing status [VERIFY]
Wuzhou Xinchun (五洲新春)603667·SSEMain inverted-roller-screw supplier; humanoid rev ~30% Q1'25 [VERIFY]
Beite Technology (北特科技)603009·SSEProduces roller screws for Tesla per 36Kr [VERIFY]
Hangzhou XJ / Xinjian Transmission (新剑传动)PRIVATEPre-IPO; CSRC guidance Jan 2026; 1M units/yr line [VERIFY]
Sanhua Intelligent Controls (三花智控)002050·SZSE~$685M order Oct'25; Mexico delivery 2026 [VERIFY]
Evolution Metals (EM&T)PRIVATE13 ULVAC machines by Nov'26; ~10k t/yr [VERIFY]
Proterial (ex-Hitachi Metals)PRIVATEDeepest magnet patent position [VERIFY listing]
Step Electric (步科)688160·SSEHumanoid motor ramp [VERIFY]
Keli Sensing (柯力传感)603662·SSEOnly Chinese 6-axis mass-producer; Tesla validation [VERIFY]
PaXini (帕西尼)PRIVATEShipment leader [VERIFY]; OmniSharing data flywheel
WolfspeedWOLF·NYSE[VERIFY post-restructuring status]
Serve RoboticsSERV·NASDAQNVIDIA-backed; Uber Eats fleet ramp [VERIFY economics]
Richtech RoboticsRR·NASDAQRetail-flow name; thin fundamentals [VERIFY]
Rainbow Robotics (레인보우로보틱스)277810·KOSDAQSamsung-controlled; Korea's flagship robot bet [VERIFY stake %]
Hiwin2049·TWSETaiwan linear-motion champion; THK counterpart [VERIFY strain-wave share]
LuminarLAZR·NASDAQFintwit LiDAR name [VERIFY post-restructuring status]
Market intelligence, not financial advice.