Domestic players mainly include hanjiang

[shapanwwuom]

Today, the industry stage of humanoid robots is similar to that of new energy vehicles in 2019. The most fundamental driving force behind the mass production of humanoid robots and their accelerated commercialization is actually the rapid breakthrough in ai technology. With the support of ai, the "brain" of humanoid robots can perform autonomous learning, planning, and decision-making. Although there are still technical difficulties at present, with the rapid progress of large ai models, it is possible to break through technical bottlenecks in the future.

Therefore, 2025, the first year of the explosion, will be an important supporting logic for the existence of greater investment opportunities in the humanoid robot industry. The industry's prosperity will only become higher and higher, and it cannot be falsified in a short period of time.

In terms of specific investment opportunities, more focus will be placed on sub-sectors with high technological barriers and low localization rates.

In the humanoid robot industry chain, the costs of the three gambling data korea core components, reducers, servo systems, and controllers, account for 70%. Further subdivision can be divided into roller/ball screws, torque sensors, frameless motors, harmonic reducers, one-dimensional/joint torque sensors, hollow cup motors, planetary reducers, software and systems.

Among them, roller/ball screws, torque sensors, software and systems have the highest competitive barriers, low localization rates, and there are not many capable companies. This may also be the segment with the greatest investment opportunities.

In the roller/ball screw field, overseas players mainly include schaeffler, skf, exlar, etc. machine tool, nanjing technology, and kate precision machinery. Of course, there are also a number of new companies investing in research and development and entering this track, including zhongjian technology, best, hengli hydraulics, dingzhi technology, beite technology, shuanglin co., ltd., and xinjian transmission.

In the field of torque sensors, there are two global first-tier suppliers, including ati and yuli instruments, both of which have six-dimensional torque sensor technology. Second-tier suppliers include ruier technology, kunwei technology, and keli sensing. Among them, keli sensing mainly produced one-dimensional torque sensors in the early stage. At present, the six-dimensional torque sensor has been successfully developed, sent to huawei, and successfully accepted.