At the Shanghai Auto Show, which concluded on May 2, many companies showcased their humanoid robots applied in various fields, such as domestic services, education, facility inspections, and more.
Gu Jie, CEO of Fourier, believes that future humanoid robots will not only have vision and hearing but may also possess tactile functions, although significant time investment is required for their evolution.
In other words, as technology advances, the application scenarios for humanoid robots will continue to expand, and it is possible that they will become as ubiquitous as smartphones in the future.
This article outlines the humanoid robotics industry chain and identifies the most authentic 11 companies for reference and exploration.
Note: This article does not constitute investment advice, promises, or guidance, and is intended for educational and academic research purposes only.
First Company: Hongchang Technology
Main Business: Research and production of fluid electromagnetic valves and sensors.
Concept Association: Increased investment in Guangdong Liangzhi Joints, which focuses on the research and production of high-precision harmonic reducers, planetary reducers, and harmonic modules.
Company Highlights: Not only deeply involved in home appliance components but also expanding into automotive components, initiating the industrialization project for injection molded parts. The company plans to collaborate with universities and research institutions to promote technological innovation.
Second Company: Fengguang Precision
Main Business: Research and production of machined parts, die-cast parts, and other metal components.
Concept Association: Fills the gap in domestic micro high-precision robotic joint devices and plans to co-establish the Shanghai International Humanoid Robotics Industry Research Institute with leading companies to promote the development of domestic core components.
Company Highlights: A national high-tech enterprise and a national-level specialized and innovative “little giant” enterprise. Established partnerships with several well-known companies, including Japan’s THK and Yaskawa Electric.
Third Company: Slin Technology
Main Business: Research and manufacturing of automotive bearings.
Concept Association: Focuses on the research and development of core components for humanoid robot joints, having developed actuator module samples and closely collaborating with humanoid robot manufacturers.
Company Highlights: Established a dedicated R&D team, with smooth progress on robot component projects, and the Thailand factory serves as a strategic base for exporting robot products.
Fourth Company: Jingduan Technology
Main Business: Research and production of precision forged automotive parts.
Concept Association: Has a strong foundation in areas such as bevel gears, cylindrical gears, and powder metallurgy gears, ensuring high-precision transmission and low energy loss required for robot movement.
Company Highlights: Focused on cold, warm, and hot precision forging technology, mastering core technologies for gear mold design and manufacturing, expanding from single gears to integrated, electrified, and lightweight solutions.
Fifth Company: Fulivang
Main Business: Research and manufacturing of precision metal components.
Concept Association: Engaged in the core component field of dexterous hands for humanoid robots, leveraging years of technical accumulation in precision metal manufacturing (such as 3C and automotive components) to transition into robot components through technology transfer.
Company Highlights: In 2024, added 166 new patent authorizations. Invested 2 billion yuan to establish a subsidiary to expand production capacity and seize the humanoid robot market.
Sixth Company: Xinzhi Group
Main Business: Research and manufacturing of core components for motors.
Concept Association: Jointly invested with related parties to establish Zhejiang Honghui Robot Motor Company, focusing on the research and production of core components such as humanoid robot motors and robot joint motors.
Company Highlights: A supplier of automotive generator stator and rotor cores, focusing on the R&D of core components such as frameless torque motors, while also matching technology with Tesla’s supply chain.
Seventh Company: Wanda Bearings
Main Business: Research and production of forklift bearings and slewing bearings.
Concept Association: Since June 2024, has repeatedly announced the development of thin-walled bearings specifically for humanoid robots, with existing industrial robot bearing technology (such as AGV/AMR forklift robot bearings) showing certain synergies with humanoid robot bearings.
Company Highlights: The largest manufacturer of specialized bearings for forklift masts in China, establishing long-term partnerships with top 20 global manufacturers of industrial vehicles, including Hangcha Group, Anhui Heli, Toyota, and Linde Forklift.
Eighth Company: Nanjing Chemical Fiber
Main Business: Research, production, and sale of rolling functional components (such as ball screws).
Concept Association: Entering the upstream of the humanoid robotics industry chain through Nanjing technology, with products already applied in certain robot projects.
Company Highlights: Holds a significant position in the chemical fiber industry, participating in the formulation of multiple industry technical standards, and recognized as a high-tech differentiated fiber engineering technology research center in Jiangsu Province, providing high-performance engineering fibers required for robots.
Ninth Company: Longxi Co., Ltd.
Main Business: Focused on joint bearings while also covering other mechanical components and supply chain services.
Concept Association: Accelerating pre-research and tackling challenges since 2024, exploring the application of joint bearings in humanoid robots.
Company Highlights: A supplier and exporter of joint bearings, with the only joint bearing research institute in the country, a postdoctoral research workstation, and a nationally recognized enterprise technology center, breaking the monopoly of Europe and the United States in self-lubricating joint bearing technology, achieving self-control of key components.
Tenth Company: Xiangxin Technology
Main Business: Research and production of precision stamping molds and metal structural parts.
Concept Association: Established a wholly-owned subsidiary, Xiangxin (Dongguan) Intelligent Robotics, specifically responsible for the integration and development of humanoid robotics business.
Company Highlights: In the field of automotive metal components, possesses core technologies such as special hole-flipping processes and large cover casting mold R&D, and masters high-precision long-lasting mold technology in heat dissipation system products.
Eleventh Company: Xinxing Equipment
Main Business: Research and production of aviation equipment products centered on servo control technology.
Concept Association: Focused on core areas of technology research and development such as servo drive technology and high-precision transmission technology, serving as a key foundational support for humanoid robot joint actuators and motion control systems.
Company Highlights: With over 20 years of technical accumulation in the field of aviation equipment centered on servo control technology.
Humanoid robots are the seeds planted by the evolution of the times, which will blossom and bear fruit in the future, and the aforementioned companies are advancing the evolution of humanoid robots with their own strengths.
Reminder: Humanoid robots are still in the early stages, and the actual benefits to the aforementioned companies are relatively low and subject to significant fluctuations. Please be cautious of the possibility of development not meeting expectations.
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Disclaimer: This article is sourced from online news and official materials. If there are any omissions or inaccuracies, please refer to the latest information. The views expressed in this article are my own and do not constitute investment advice or guidance. Please read rationally and think cautiously.