Today, the industry The most fundamental driving force behind the mass production of humanoid robots and their accelerat 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 decisionmaking. Although there are still technical difficulties at present, with the rapid progress of AI large models, it is possible to break through technical bottlenecks in the future.
Therefore, 2025, the first year of the st. pierre and miquelon email list 100000 contact leads 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 falsifi in a short period of time.
In terms of specific investment opportunities
More focus will be plac on subsectors with high technological barriers and low localization rates.
In the humanoid robot industry chain, the costs of the three core components, rucers, servo systems, and controllers, account for 70%. Further subdivision can be divid into roller/ball screws, torque sensors, frameless motors, harmonic rucers, onimensional/joint torque sensors, hollow cup motors, planetary rucers, software and systems.
Among them, roller/ball screws, torque who is a product manager? 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. Domestic players mainly include Hanjiang 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 liechtenstein number 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 firsttier suppliers, including ATI and Yuli Instruments, both of which have sixdimensional torque sensor technology Today, the industry.
