Significant breakthrough in controllable nuclear fusion!According to reports from Caixin, Central Huijin increased its holdings in the four major banks by approximately 1 billion shares in the first quarter, while simultaneously enhancing its strategic investment layout in the high-end manufacturing sector. Recently, several power equipment companies made their debut on the list of humanoid robot leaders announced by the Ministry of Industry and Information Technology.When national capital, cutting-edge technology, and the energy revolution overlap, this sector is experiencing an explosive “multiplier effect.”In this issue, we have selected 10 core enterprises based on three dimensions: state-owned capital participation, technological reserves, and commercialization progress.
Special statement: The following content does not constitute any investment advice, guidance, or commitment, and is for academic discussion only.
Company 1: Shanghai Electric
One of the few companies globally capable of manufacturing nuclear island main equipment, its humanoid robot servo motors have entered the pilot test stage. Its smart grid solutions have over 40% market share in East China, with a state-owned shareholding ratio of 51%.
Company 2: Guodian NARI
An invisible champion in the field of power automation, deeply involved in the ultra-high voltage project of West-to-East Power Transmission. Its self-developed industrial robot vision system is undergoing scenario validation in the Suzhou Industrial Park.
Company 3: Inovance Technology
Ranked first in market share for servo drives for five consecutive years, its latest six-axis collaborative robot is equipped with a self-developed energy management system, reducing energy consumption per unit by 26% (data not yet disclosed).
Company 4: XJ Electric
A leading supplier of charging pile modules, its substation inspection robots have been deployed at over 200 sites. State Grid capital holds 17.3% through a three-tier subsidiary.
Company 5: Wolong Electric
A core supplier of motors for new energy vehicles, its humanoid robot joint motors achieve a torque density of 8Nm/kg, placing it at the forefront of the industry.
Company 6: Gree Electric
Ranked among the top three in the industry for smart distribution equipment exports, its high-density connectors for robots have passed TÜV certification and are expanding into data center power supply scenarios.
Company 7: Keda Technology
Its industrial internet platform connects over 30,000 devices, and its energy management SaaS system achieves data interoperability with the humanoid robot operation platform, with two new state-owned shareholders added.
Company 8: Invt
A dark horse in the photovoltaic inverter field, its precision power modules for robots successfully solve electromagnetic interference issues, with product yield rates improving to 98.7% (data not yet disclosed).
Company 9: Xinjiyuan
A leading elevator control system company exemplifying transformation, its heavy-duty robot joint modules are compatible with various voltage platforms and have received initial orders from a military enterprise.
Company 10: A major energy equipment giant
This is the real heavyweight player! The only one undertakingthe intelligent transformation of the State Grid,the national special project for humanoid robots, andthe targeted issuance by Central Huijin! Its self-developed energy self-sufficient robot can save an average of 53 kWh of electricity per unit per day! The core technology patent wall exceeds 800 items! Deeply bound to four national-level laboratories! There is no second company of this level globally!Original content is not easy to produce, and we request everyone to pay attention and support, star mark to get professional and valuable business research reports at the first time every day. If you have questions or other company issues, please visit the homepage to contact the research assistant 
*The companies mentioned in this article are subject to operational risks such as technological research and development and market competition, and the related content should not be used as a basis for decision-making.