According to reports, recently, State Grid Hangzhou Power Supply Company, Yushu Technology, and three other companies signed a framework cooperation agreement on “Electricity + Embodied Intelligence,” highlighting the application prospects of humanoid robots in the power sector.This year, humanoid robots have become one of the hottest tracks in the technology field, with well-known companies like Yushu and Zhiyuan securing large-scale production orders, attracting many enterprises to enter the market, including OpenAI, which has recently accelerated its investment in humanoid robots.According to the latest data from Merrill Lynch, global shipments of humanoid robots are expected to increase from 2,500 units last year to 18,000 units this year, marking a critical phase for the commercialization of the humanoid robot industry.As a core component of the rotating joints in humanoid robots, the demand for gear reducers will rise in tandem with the acceleration of humanoid robot mass production, presenting significant development opportunities for related enterprises in the supply chain.
This issue organizes and lays out companies related to humanoid robots and gear reducers, selecting the top 10 companies with the fastest growth in net profit attributable to the parent company based on business relevance and the latest data for research reference.Note: The following content does not constitute any investment advice, guidance, or commitment, and is for discussion purposes only.Rank 10: Zhaowei ElectromechanicalHumanoid Robot: The company has released a new generation of bionic dexterous hand ZWHAND, applicable in various scenarios.Growth Situation:Net profit attributable to the parent company for the first half of 2025 increased by 20.72% year-on-year.Gear Reducer:The company has a vertically integrated production capability from gear reducers, motors, encoders to complete hand integration, with its self-developed micro harmonic gear reducer showing significant advantages in precision.Rank 9: Fulian PrecisionHumanoid Robot: The company has signed cooperation agreements for humanoid robot application projects with Zhiyuan Robotics and several other enterprises.Growth Situation:Net profit attributable to the parent company for the first half of 2025 increased by 32.41% year-on-year.Gear Reducer:The company holds invention patents for related products in harmonic gear reducers and planetary gear reducers, with gear reducers being a key product, achieving a monthly production capacity of.Rank 8: Jindi Co., Ltd.Humanoid Robot: The company is involved in the electrical systems of humanoid robots and finger joint components, currently in small batch production.Growth Situation:Net profit attributable to the parent company for the first half of 2025 increased by 32.86% year-on-year.Gear Reducer: The company has products including harmonic gear reducer housings and harmonic gear reducers with teeth.Rank 7: Lingyi Intelligent ManufacturingHumanoid Robot: The company collaborates with Zhiyuan Robotics and the Beijing Humanoid Robot Innovation Center, and has received orders.Growth Situation:Net profit attributable to the parent company for the first half of 2025 increased by 35.94% year-on-year.Gear Reducer:The CSV gear reducer launched by its subsidiary Shenzhen Lingpeng Intelligent Technology Co., Ltd. is an evolved type of RV gear reducer, suitable for various types of robots.Rank 6: Wantong HydraulicHumanoid Robot: The company develops high-precision planetary roller screw parts for humanoid robot joints.Growth Situation:Net profit attributable to the parent company for the first half of 2025 increased by 40.33% year-on-year.Gear Reducer:The company has developed a dual-purpose planetary multi-stage gear reducer with high performance and manual drive capabilities, and is expanding into hydraulic drive gear reducers for robots.Rank 5: Green HarmonicHumanoid Robot: The company has mass production capabilities for harmonic gear reducers for humanoid robots and maintains good cooperation with multiple clients.Growth Situation:Net profit attributable to the parent company for the first half of 2025 increased by 45.87% year-on-year.Gear Reducer: The company is a leading enterprise in the domestic harmonic gear reducer field, with a leading global market share, and its products have significant cost-performance advantages, widely used in robotics and industrial applications.Rank 4: WanliyangHumanoid Robot: The company develops gear reducer products for humanoid robots.Growth Situation:Net profit attributable to the parent company for the first half of 2025 increased by 50.24% year-on-year.Gear Reducer: The company is vigorously developing gear reducers for new energy pure electric vehicles (EVs) and has completed the prototype trial production of harmonic gear reducers for humanoid robots.Rank 3: Fuda Co., Ltd.Humanoid Robot: The company has established a robotics division and successfully developed planetary gear reducer products for humanoid robots.Growth Situation:Net profit attributable to the parent company for the first half of 2025 increased by 98.77% year-on-year.Gear Reducer: The company has a strong technical foundation in precision gear manufacturing, supporting the research and production of planetary gear reducers, and has secured designated projects for gear reducer products.Rank 2: New EraHumanoid Robot: The company plans to launch a general controller for embodied intelligence and related complete machines by the end of the year, with related work progressing in an orderly manner.Growth Situation:Net profit attributable to the parent company for the first half of 2025 increased by 109.95% year-on-year.Gear Reducer: The company is one of the few domestic enterprises that have completed the full self-research of “controller + servo system + gear reducer + body manufacturing,” with planetary gear reducers already in mass production.Rank 1: AishidaHumanoid Robot: The company has established a subsidiary focused on humanoid robot-related businesses.Growth Situation: Net profit attributable to the parent company for the first half of 2025 increased by 178.6% year-on-year.Gear Reducer:The holding subsidiary Qianjiang Robot has mastered core technologies such as robot controllers, gear reducers, offline programming, and machine vision, primarily for the production of RV gear reducers for internal use.
From the analysis of the above companies, it is evident that a number of companies actively laying out in the fields of humanoid robots and gear reducers have shown rapid performance growth, reflecting that the overall industry chain is in a period of rapid development.In the future, as humanoid robot technology continues to break through and application scenarios deepen, various segments of its industry chain are expected to welcome broader development space, warranting continued attention.*Reminder: Humanoid robots are still in the early stages of development,contributing little to the revenue of related enterprises,and risks should be carefully monitored.Disclaimer: This article does not constitute any investment advice, guidance, or commitment, and is for academic discussion only. Please read carefully. The market has risks, and investment decisions should be based on rational independent thinking.