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The humanoid robot and AI industry has developed rapidly in recent years, with related companies performing prominently in the market.
Core components of humanoid robots: 1. Greentec Harmonic Drive: As a leading domestic harmonic reducer manufacturer, it holds over 60% market share, with technology comparable to Japan’s HD. Its products can be used in humanoid robot joints. If humanoid robots achieve mass production, the demand for its harmonic reducers will significantly increase, and the company’s production capacity is continuously improving. 2. Shuanghuan Transmission: With a 14% market share in RV reducers, it ranks first among domestic manufacturers. Its products exhibit excellent precision and lifespan metrics and have entered the supply chains of Tesla’s Optimus and UBTECH. In Q1 2025, its shipment volume is expected to increase by 85% year-on-year, and its PE valuation is below the industry average, providing a certain valuation advantage. 3. Hanwei Technology: It has advantages in the sensor field, with its six-dimensional force sensor achieving a precision of 0.1N, applied in Unitree’s H1 robot. In 2024, related revenue is expected to increase by 120% year-on-year, and its flexible electronic skin technology also provides a new growth point for its development in the humanoid robot field.
In the AI technology field: 1. iFlytek: It possesses a leading AI large model, Spark 3.0, achieving multimodal interaction. In 2024, it will jointly develop educational robots with UBTECH, with shipments exceeding 100,000 units. By investing in UBTECH and holding 5% of its shares, it forms a “algorithm + hardware” closed loop, possessing core technological advantages in humanoid robot voice interaction and semantic understanding. In the complete machine manufacturing field: 1. Top Group: A core supplier for Tesla, providing planetary roller screws for Optimus, with a mass production yield of 92%. The value of a single robot exceeds 8,000 yuan, and in 2024, revenue from robot components is expected to increase by 200% year-on-year. With the new production line at its Ningbo base coming online, its strength in complete machine manufacturing will further enhance. 2. Estun: A leader in industrial robots crossing into humanoid robots, it has launched the industrial humanoid robot CDRID1 through its subsidiary CoolZhuo Technology, which has been tested in NIO’s factory, supporting dynamic balance for bipedal robots. Its self-developed controllers and servo systems also provide technical support for its development in the humanoid robot field.
Market analysis of leading AI stocks: 1. Industrial Fulian: A leading enterprise in the AI server field, its stock price has surged since April this year, with a cumulative increase of nearly 250% over 91 days as of August 19, approaching a market capitalization of one trillion yuan. As a global leader in intelligent manufacturing services, it has strong capabilities in AI server manufacturing, providing a large number of AI server products that are highly recognized by the market. 2. Cambricon: A leading domestic AI chip manufacturer, it has leading technology in cloud and edge chips, with excellent performance in computing power and energy efficiency, providing high-performance computing support for humanoid robots and other fields, making it an important player in the AI chip sector. 3. Crystal Optoelectronics: A leading company in AR waveguide technology, its reflective waveguide yield has increased to 85%, with costs reduced by 40%. It supplies core optical components for products like Mate’s Ray-Ban and Huawei’s Vision Pro, playing an important role in the supply of optical components for AI glasses and other smart terminals.