Note: The following information is a compilation of market rumors, not processed further, does not represent personal opinions, and does not constitute investment advice. Please refer to it with caution.
1. Main Targets
【Sanhua Intelligent Control】 It is rumored that Sanhua Intelligent Control will jointly establish a Tier 0 company with Tesla.
【Weichuang Electric】 The cooperation with Sanhua has entered the D round and is about to ship. It is expected that the company will sign a hand joint motor order with ZJRT today, achieving a breakthrough from 0 to 1.
【Ningbo Jingda】 As a leading domestic punching machine manufacturer, it continues to explore cost reduction routes along with Nidec’s flexible wheel stamping, and is currently making rapid progress in cooperation with domestic humanoid robot clients. It also has complete equipment production capabilities, extending from punching machines to various types of machine tools.
【Redik】 The capability circle is not limited to lead screws, and has now extended to robot bearings. After the factory inspection at the end of last month, dozens of bearing model drawings have been provided to the company, with small batch deliveries expected in November.
1) Lead screws and linear actuators: have entered the supplier list of top domestic manufacturers, and major North American clients are actively connecting; 2) Bearings: A certain North American main engine client (not T) uses over a hundred bearings per unit, and the company has developed more than 30 models for them.
【Longqi Technology】 Zhiyuan Robotics announced a strategic cooperation with Longqi Technology, and both parties will conduct comprehensive cooperation around the application of embodied intelligent robots in industrial scenarios, attempting to deploy industrial embodied intelligent robots for the first time in assembly production lines.
【Hongchang Technology】 1) Orders have been placed for Nidec machine tools, and the company will visit Nidec’s headquarters in Japan in November. 2) Good quality joints have received orders for joint components from Yushu Technology, serving as the main supplier of core components at the joints. 3) Zhijie Power has made large-scale orders in October, and the company’s good quality joints are the core supplier of reducers for Zhijie Power’s full-size humanoid robots.
【Junchuang Technology】 Core supplier of T chain, confirmed production of robot injection molded parts after returning from North America. Multi-channel cross-verification shows that the company has a good relationship with North American T; integrated molding + North American production capacity + new management capabilities have also been recognized in the industry.
【Danghong Technology】 The company is making rapid progress with Yundongchu, with Yushu & Zhiyuan also making positive progress. ASP ranges from thousands to tens of thousands, and the revenue from remote control robots in 2025 is expected to reach millions.
【Huarui Precision】 In terms of robots, they have obtained some component drawings from Yushu, and negotiations on value are ongoing.
【Longsheng Technology】 Longsheng is the most core supplier of Nidec harmonic reducers in the T supply chain, and cooperation is expected to land soon. In terms of domestic main engine manufacturers, the company is a core part of the SLS robot industry chain, and the rotary joints with Zhiyuan are actively being promoted.
【Jinfutech】 Intends to purchase 100,000 robotic dogs in cooperation with Yushu, but Yushu’s production capacity is insufficient. The company proposes cooperation: providing orders + scenarios + scenario algorithms. The major shareholder has clearly expressed the intention to develop robot business and investment models, and joint development with Yushu has been confirmed (1. Laboratory setup; 2. Production line calculations completed, single line 1-2kw).
2. Industry Information
【15th Five-Year Plan Recommendations Released】 The recommendations for the 15th Five-Year Plan have been released, pointing out the forward-looking layout of future industries, promoting embodied intelligence and others to become new economic growth points in China. Again, please note that the above information comes from the market, with no modifications or personal opinions.