The 2025 World Robot Conference officially kicked off on August 8 and will last until August 12. Entering the 50,000 square meter exhibition hall, bionic bees gracefully fly overhead, while heavy-duty industrial robotic arms flexibly transport goods. However, the most eye-catching aspect is the gathering of over 50 humanoid robot companies, setting a record for the highest number ever.
In the surge of humanoid robots, domestic companies that master core components have become the biggest winners. According to estimates, the three key components: reducers, torque sensors, and high-precision motors account for over 60% of the cost of robots, creating a deep technological moat. Below, we provide a comprehensive overview of relevant companies in six major areas benefiting humanoid robots, for your reference.
1. Precision Transmission Field
Greelife Harmonics: With a global market share of over 25% in harmonic reducers, their costs are 40% lower than Japanese products, making them the primary supplier for Tesla’s Optimus. Zhondalide: As the only domestic company producing planetary/harmonic/RV full matrix reducers, they are deeply tied to Yushu Technology, with locked orders reaching 3.2 billion yuan by 2025.2. Perception SystemsKeli Sensor: Their six-dimensional force sensors break the monopoly of American ATI, achieving an accuracy of 0.1% FS, with a single unit valued at over 2000 yuan.Hanwei Technology: They have innovatively launched a four-in-one electronic skin, with a bending life exceeding one million times, directly supplying UBTECH’s Walker X.Obi Zhongguang: Their 3D vision sensors have a domestic market share of 70%, providing environmental perception solutions for Yushu and NVIDIA.3. Actuator HardwareMingzhi Electric: Their hollow cup motors have passed Zhiyuan testing, becoming the “heart” of Yushu’s dexterous hand.Lingyi Smart Manufacturing: They provide head assembly solutions, with costs 25% lower than peers, securing multiple orders domestically and internationally.Zhaowei Electromechanical: They hold the global market share for micro drive systems, with dexterous hands equipped with 20-40 reducers.4. Lightweight MaterialsZhongyan Co., Ltd: They dominate with a production capacity of 5000 tons of PEEK resin, suitable for high-temperature environments up to 260℃.Water Co., Ltd: Their carbon fiber reinforced PEEK material achieves a weight reduction of 40%, certified by UBTECH.Dongmu Co., Ltd: Their MIM process has a yield rate of 98%, exclusively supplying Yushu’s H1 joint modules.5. Complete Machine Manufacturing – Industrial ScenariosEstun: Their self-developed HRG5 humanoid robot will enter mass production in the third quarter, with their servo system ranking among the top three in the country.Inovance Technology: They hold the top share of domestic servo systems, focusing on humanoid robot drive modules.Keyuan Smart: They have launched a condenser cleaning robot, breaking through application bottlenecks in high-risk scenarios.6. Complete Machine Manufacturing – Consumer ScenariosiFlytek: They have integrated the Spark large model into educational robots, achieving a voice interaction accuracy of 98%.Hanwang Technology: They focus on multimodal interaction, implementing facial recognition technology in service robot scenarios.
Blue Lithium Core: They are developing high energy density batteries to address the endurance issues of humanoid robots.
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