Humanoid Robots: Summary of New Market Information 2510091. The mainstream target company, Longsheng Technology, is one of the few domestic manufacturers with a forward-looking layout in tactile sensing; progress with Nidec is going very smoothly, with significant developments expected in October and November; a confidentiality agreement has recently been signed with ZhiYuan. Hengli Hydraulic has made breakthroughs in North American customer factory inspections, receiving praise for product quality and recognizing mass production capabilities, with plans to continue increasing new models. Amperex has connected with the T Robot team, and high-frequency interactions are anticipated; multiple rounds of sample certification with ZhiYuan have been completed, and preparations for the production line are nearing completion. Seres on October 9, the subsidiary Seres Phoenix signed a “Business Cooperation Framework Agreement for Embodied Intelligence” with Volcano Engine, focusing on collaborative efforts in projects related to intelligent robot decision-making, control, and human-machine enhancement technologies for multi-modal cloud-edge collaboration. Landai Technology, Haoneng Co., Ltd., and Inovance Technology showcased key products at the end of September at the Industrial Expo, including joint modules (rotary actuators, linear actuators, bionic arms), planetary roller screws, drive controllers (integrated/independent), and brushless torque motors. Zhenghe Industrial completed the assembly of dexterous hands in September and entered the testing and validation phase in October, including degrees of freedom control and transmission accuracy; plans to officially launch the product after testing in November-December while simultaneously starting customer sample submissions; a chain for leg joints has been jointly developed with Zhuoyide Robotics and a robotics company in Suzhou; the affiliated company ZhiYuan Robotics is a potential validation customer. Xinquan Co., Ltd. has comprehensively laid out structural components, shells, and rotary and linear actuators, with a weight in Optimus V3 far exceeding expectations. Zhejiang Rongtai will maintain its position as a primary supplier for hand components. Mingzhi Electric has a high market share in dexterous hand motors, while Dechang Electric Control remains a strong competitor. Yinlun Co., Ltd. has established cooperation with a top 2 overseas robotics company, and has successfully supplied motor modules in bulk to customer F, with smooth progress and potential for further category expansion; customer T is in deep cooperation with continuous category expansion, becoming a new tier 1 supplier. Guansheng Co., Ltd. is laying out cross-roller bearings and constant velocity joints for harmonic drives, with cross-roller bearings already in the sample submission stage, expected to benefit from future progress. 2. Industry Information: Tesla released a video showcasing AI-driven robotics skills rather than remote control, participating in film shooting; Jensen Huang endorsed Optimus, believing it will be the first product with a chance for large-scale mass production. Figure will release Figure03 on October 9 local time; the official video shows that Figure03 may integrate touch sensors in its fingers, expected to have advanced object manipulation and feedback capabilities; the surface of Figure03 is covered with knitted material, and future adaptations for different scenarios will be available; the articulated toes and hollowed-out soles reduce weight, using inductive charging, which can be solved by laying charging mats on the ground, theoretically allowing for 24-hour use. Changying Precision, Lingyi Intelligent Manufacturing, and Yinlun Co., Ltd. have recently signed a strategic cooperation agreement with Shihua Cultural Tourism Holdings for a project amounting to 260 million RMB, setting a record for the highest single commercial order in the field of embodied intelligence globally. SoftBank Group and ABB Group are planning to acquire ABB’s robotics business for 5.4 billion USD. Alibaba announced on October 8 that Lin Junyang, head of the Qwen technology team, has established a small robotics and embodied intelligence team to extend multi-modal large models into the physical world. ZhiYuan Robotics has recently engaged in deep strategic cooperation with Longqi Technology for the application of embodied intelligent robots in industrial scenarios; Longqi Technology has placed orders worth several hundred million for the ZhiYuan Spirit G2 robot framework. Yun Shen Chu has recently released the world’s first industry-grade all-weather humanoid robot, DR02. Guomao Co., Ltd., Jingye Intelligent