["White-Haired Stock God" Serenity: Auto Parts May Become a Key Beneficiary in Embodied Intelligence Chain, Schaeffler as a Typical Example] "White-Haired Stock God" Serenity analyzed in a post that Schaeffler AG is an "ideal example" of the automotive industry entering the humanoid robot sector. The company has a market value of approximately €7.5 billion but has already collaborated with around 45 humanoid robot companies. Its business covers core components such as bearings, gearboxes, sensors/ECUs, actuators, and power electronics, theoretically accounting for about 50% of the BOM cost of humanoid robots. Despite its potential for high penetration, it is currently only expected to achieve revenue in the hundreds of millions of euros range by 2030.