In recent years, with the rapid development of artificial intelligence and robotics technology, humanoid robots are gradually entering our lives. As one of the core hardware components, the value of lead screws has become increasingly prominent, especially in products from companies like Tesla, where the application of lead screws is steadily increasing.

Against the backdrop of Tesla’s mass production of robots, the demand for lead screws as a key component is continuously rising, which is expected to drive the rapid development of the entire market.

The following 10 domestic companies are also actively pursuing this opportunity, investing significant funds and resources to prepare for this potentially lucrative market opportunity.

1st: Qinchuan Machine Tool

• Main Products: Primarily machine tools, with over 50% of revenue coming from this sector.

• Profitability: Return on equity 6.91%, Gross margin 18.39%, Net margin 5.41%.

• Company Highlights: Qinchuan Machine Tool has strong technical capabilities in manufacturing planetary roller lead screw assemblies, particularly meeting the requirements of humanoid robots for high load capacity and compact size, indicating a broad application prospect in this field.

2nd: Zhejiang Haideman

• Main Products: Focused on high-end CNC lathes, with nearly 73% of revenue coming from this area.

• Profitability: Return on equity 6.60%, Gross margin 31.03%, Net margin 9.13%.

• Company Highlights: Haideman’s lead screw processing technology mainly involves turning and turn-milling processes, capable of meeting the precision processing needs of robots, making it a competitive player in the industry.

3rd: Wuzhou Xinchun

• Main Products: Primarily bearing products, accounting for over 50% of revenue.

• Profitability: Return on equity 6.32%, Gross margin 18.40%, Net margin 4.99%.

• Company Highlights: Wuzhou Xinchun plans to invest in the production of planetary roller lead screws and other high-precision products, which are expected to capture a larger market share as the robotics industry rapidly develops.

4th: Huachen Equipment

• Main Products: Mainly fully automatic CNC roll grinding machines.

• Profitability: Return on equity 5.47%, Gross margin 34.88%, Net margin 20.56%.

• Company Highlights: Huachen Equipment’s precision thread grinding technology has reached international first-class levels, providing high-precision lead screw processing solutions that offer strong technical support for the humanoid robot industry.

5th: Beite Technology

• Main Products: Chassis and engine system components.

• Profitability: Return on equity 3.49%, Gross margin 17.90%, Net margin 2.78%.

• Company Highlights: Beite Technology has transitioned into the humanoid robot industry, focusing on the development of robot lead screws, bringing new technological innovations to the market.

6th: Siling Co., Ltd.

• Main Products: Brake system bearings.

• Profitability: Return on equity 23.89%, Gross margin 27.87%, Net margin 16.44%.

• Company Highlights: Siling Co., Ltd. has successfully developed lead screw samples suitable for humanoid robots, including ball lead screws and planetary roller lead screws, providing high-quality core components for the robotics industry.

7th: Best

• Main Products: Automotive parts, especially high-precision ball/roller lead screws.

• Profitability: Return on equity 10.80%, Gross margin 34.37%, Net margin 19.91%.

• Company Highlights: Best’s lead screw products excel in precision and load capacity, widely used in industrial and robotics fields, making it a technological pioneer in the industry.

8th: Reddy Intelligent Drive

• Main Products: Electromagnetic brakes and precision transmission components.

• Profitability: Return on equity 25.11%, Gross margin 29.52%, Net margin 14.46%.

• Company Highlights: Reddy Intelligent Drive focuses on the humanoid robot field, developing high-precision planetary roller lead screws, which have a broad prospect in the robotics market.

9th: Shuanglin Co., Ltd.

• Main Products: Automotive interior and exterior trim and precision components.

• Profitability: Return on equity 4.75%, Gross margin 18.17%, Net margin 2.39%.

• Company Highlights: Shuanglin Co., Ltd. has a strong foundation in body accessories and precision components, and is currently expanding into the humanoid robot lead screw field, with potential for greater market share in the future.

10th: Changsheng Bearings

• Main Products: Metal plastic polymer self-lubricating rolled bearings.

• Profitability: Return on equity 11.97%, Gross margin 30.95%, Net margin 15.71%.

• Company Highlights: The company is deeply involved in the lead screw field through its subsidiary Warner Transmission, with its high-precision ball lead screws and planetary roller lead screws widely used in the robotics industry, demonstrating strong market competitiveness.

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Note:This article does not constitute any investment advice, commitment, or guidance. The comments on the industry and companies mentioned are for academic discussion only.

Conclusion

The profitability of these companies demonstrates their technical advantages and market potential in the lead screw field. With the rapid development of the humanoid robot industry, related companies are expected to encounter significant growth opportunities. Investors should pay attention to these companies’ future technological innovations and market expansions, especially in their strategic positioning within the robotics supply chain.