Recently, the field of humanoid robots has witnessed significant technological breakthroughs globally. In February 2025, Wang Xingxing, the CEO of Yushu Technology, revealed in an interview that the development speed of AI-driven robots has exceeded his expectations. He anticipates a technological leap for humanoid robots by the end of this year.
As technology continues to upgrade, the industry is entering a new development phase, transitioning from “laboratory concepts” to commercialization and industrialization. This transformation undoubtedly brings enormous investment opportunities to the capital market.
Company 1: Greel Harmonic: Harmonic Reducers
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Greel Harmonic has a unique technology in harmonic reducers, making it the only domestic company capable of replacing imported products. Alongside Harmonic Drive, it is one of the few companies globally that can achieve mass production of high-precision harmonic reducers.
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The company’s tooth profile design error suppression technology stabilizes transmission accuracy at **±30 arc seconds** (the international standard is **±60 arc seconds**), significantly enhancing product performance. Notably, in the Tesla Optimus humanoid robot project, Greel Harmonic successfully passed prototype testing and was included in the list of alternative suppliers.
Company 2: Mingzhi Electric: Hollow Cup Motors
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Mingzhi Electric has overcome technical bottlenecks in the development of precision hollow cup motors, becoming one of the three major manufacturers globally. Its hollow cup motors are primarily used for precision driving of robot fingers, offering high precision and low cost advantages.
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Currently, Mingzhi Electric holds a 15% market share globally, making it a leader in the domestic motor sector. In the NVIDIA Project GROOP robot project, Mingzhi Electric successfully delivered robot prototypes, demonstrating its competitiveness in the high-tech field.
Company 3: Estun: Comprehensive Motion Control Solutions Provider
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Estun is a Chinese company with independent core technology in motion control technology, covering controllers, servo systems, and robot bodies, making it the only company in the country that masters the complete set of technologies.
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Estun’s high-dynamic trajectory planning algorithm has strong balancing capabilities, enabling humanoid robots to achieve bipedal dynamic balance, with a ZMP stability margin exceeding 85%. The company has successfully commercialized applications in projects with BYD and WuXi AppTec.
Company 4: Hanwei Technology: Flexible Tactile Sensors
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As a global leader in flexible tactile sensors, Hanwei Technology is at the international forefront in this field. Its flexible piezoresistive/capacitive sensors are produced by only three companies worldwide.
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Hanwei Technology’s tactile sensor array density reaches 100 points/cm², with a force resolution of 0.1N, nearly replicating 90% of human tactile perception. The company has received prototype orders for the next-generation tactile iteration project of the Boston Dynamics Atlas robot, further solidifying its technological advantage in the robotics field.
Company 5: Sanhua Intelligent Control: Phase Change Cooling + Liquid Cooling Technology
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Sanhua Intelligent Control has successfully transplanted automotive heat pump technology into the field of humanoid robots, becoming the only company globally to use phase change cooling and liquid cooling technology in robot thermal management. Its innovative solutions significantly enhance robot thermal management efficiency, with improvements reaching up to 40%.
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As the largest manufacturer of refrigeration control components globally, Sanhua Intelligent Control’s self-developed micro electronic expansion valve has been applied in the Tesla Optimus second-generation prototype testing, further advancing its commercialization process in the high-tech field.
Company 6: Zhongrong Electric: High Voltage Intelligent Fuses
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Zhongrong Electric is the only company in the country capable of providing 1000V high voltage platform fuses, with its fuses’ voltage resistance exceeding the industry standard by twice, ensuring the safe operation of high-value robot power systems.
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As a leader in the domestic power fuse industry, Zhongrong Electric has successfully replaced American Littelfuse and become an important supplier for the Tesla Optimus project, with its product prices increasing by 30%, showcasing its unique advantages in the high voltage electrical field.
Company 7: The Most Promising Giant: Bend-Resistant Robot-Specific Wiring Harnesses
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This company focuses on producing bend-resistant wiring harnesses for robots that adapt to high-frequency movements, with its products exceeding 2 million bending cycles, far surpassing the 2 million cycle standard of traditional wiring harnesses, capable of adapting to the high-speed movements of robot joints.
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The company shares the patent for ultra-flexible TPU insulation materials with American Carlyle Technologies, successfully reducing the wiring harness diameter to 0.08mm², and its technology has successfully secured annual orders for the UBTECH Walker project, with prices increasing by 40%.
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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.
As technology continues to advance, these companies with unique advantages in key technology areas are undoubtedly the core driving force behind the development of the humanoid robot industry. Investors should closely monitor these companies’ market trends, as they may bring greater investment returns with the industry’s development.