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On the evening of August 19, Yushu Technology released a teaser poster for its new humanoid robot, captioned “Stay tuned.” According to the official poster, the robot will be equipped with 31 joints (6*2+3+7*2+2).
Yushu Technology, as a leading company in the robotics field, has achieved remarkable results in the research and manufacturing of quadruped and humanoid robots, attracting widespread attention for its technological breakthroughs and market expansion. With the progress of Yushu Technology’s IPO, related A-share stocks have also gained favor from market funds. Yushu is a standout in the robotics field!! This issue summarizes 10 A-share companies related to the Yushu robotics industry chain for your reference and research!!
Zhondalide (002896)
Core Concepts and Technical Advantages: Core reducer supplier for Yushu Technology + Industrial automation + Domestic substitution.
Yushu Related: As a core partner in reducer supply for Yushu Technology, it is deeply involved in the research and manufacturing of Yushu robot products. The reducers provided ensure the precision and stability of joint movements in Yushu robots. Orders for 2025 account for 63% of Yushu’s total demand, effectively supporting high-precision motion control for Yushu robots, with technology highly compatible with humanoid robot joint modules.
Wolong Electric Drive (600580)
Core Concept: Motor and drive control + Supplier of frameless torque motors for Yushu Technology + Global layout.
Yushu Related: Through Jinshi Investment, it indirectly holds shares in Yushu Technology, with an indirect shareholding ratio of 0.1525%. The frameless torque motors provided for Yushu Technology achieve a torque density of 45Nm/kg, reducing costs by 40%. The order volume for 2025 is expected to exceed 50,000 units, accounting for 60% of Yushu’s motor supply, while also providing joint module technology to enhance the power and motion control performance of Yushu robots.
Orbbec (688322)
Core Concept: The first stock in 3D vision + Robotics vision and AI vision technology + Provider of 3D vision solutions for Yushu Technology.
Yushu Related: Provides critical environmental perception and precise navigation capabilities for Yushu robots. Supplies 3D vision cameras such as the Gemini 330 series and depth engine chips for Yushu robots, covering the entire range of Yushu models. Its subsidiary, Nistad, provides flexible tactile sensors, enhancing the environmental perception and operational accuracy of the robots.
Changsheng Bearings (300718)
Core Concept: Leader in self-lubricating bearings + Supplier in Yushu Technology’s supply chain.
Yushu Related: The self-lubricating bearings and ball screws provided by Changsheng Bearings are crucial components of the joint and linear motion systems of Yushu robots. The self-lubricating bearings ensure smooth operation without frequent maintenance during long-term, high-frequency movements, reducing the probability of failure; the ball screws ensure precise and stable operation of linear actuators, playing a key role in the reliability and motion accuracy of Yushu robots’ overall mechanical structure.
Hanwei Technology (300007)
Core Concept: Builder of intelligent sensing ecosystems + Supplier of flexible tactile sensors for Yushu Technology.
Yushu Related: By providing flexible tactile sensors for Yushu robots, it enables real-time perception of force and pressure changes when the robots contact or grasp objects, preventing damage or operational errors due to improper force, enhancing the adaptability and accuracy of robots in complex and delicate operational scenarios, such as picking up fragile items and interacting with humans.
Zhaowei Electromechanical (003021)
Core Concept: Expert in micro drive systems + Supplier of dexterous hands and micro drive systems for Yushu robots.
Yushu Related: The dexterous hands and micro drive systems provided enable Yushu robots to perform fine operations. The dexterous hands simulate human hand movements, combined with the high-precision operation of the micro drive systems, allowing Yushu robots to complete complex tasks requiring high precision, such as grasping small items and fine assembly, thus broadening the application scenarios of Yushu robots.
Mingzhi Electric (603767)
Core Concept: Leader in stepper motors and drives + Supplier of hollow cup motors for Yushu robot joints.
Yushu Related: The hollow cup motors provide power for Yushu robot joints, with high precision and rapid response characteristics, enabling the joints to execute commands quickly and accurately, achieving rapid start-stop, high-speed operation, and precise angle control, especially suitable for robotic action scenarios requiring high flexibility and response speed of joint movements.
Jinfa Technology (600143)
Core Concept: Leader in new chemical materials + Supplier of materials for Yushu Technology.
Yushu Related: Jinfa Technology indirectly holds shares in Yushu Technology and provides modified plastics and polymer materials for Yushu robots, used in servo motors and connectors, enhancing the performance of related components. The modified plastics improve insulation, wear resistance, and lightweight properties, while the polymer materials enhance strength and toughness, thereby improving the reliability and lifespan of Yushu robot components, ensuring stable operation.
Allwinner Technology (300458)
Core Concept: Chip design and supply + Chip supplier for Yushu robots.
Yushu Related: The chips provided are the “brain” of Yushu robots. Chips like the T527 have powerful computing capabilities, supporting robotic dogs in processing complex environmental information, executing diverse tasks, and assisting humanoid robots in achieving precise navigation and complex motion planning, playing a decisive role in enhancing the intelligence level of Yushu robots, forming the basis for autonomous decision-making and intelligent interaction.
Jingxing Paper (002067)
Core Concept: Primarily engaged in the paper business + Indirectly holds shares in Yushu Technology.
Yushu Related: Although not directly involved in the production of Yushu robot products, it is closely related to Yushu’s development through indirect shareholding in Yushu Technology.