According to media reports, at the first meeting of the Spring Festival in Guangdong, "humanoid robots" became a hot keyword. As a major manufacturing province in China, Guangdong has a relatively complete robot industry chain, and has developed a robot industry cluster driven by Guangzhou, Shenzhen and Foguan. A few days ago, the reporter visited Guangzhou and Dongguan and found that a number of Guangdong companies are deeply engaged in the field of humanoid robot subdivisions and have obtained a large number of orders by product innovation.
Shanghai Securities pointed out that the recent domestic and foreign industrial end ushered in intensive catalysis, the industry tide has increased significantly, the emergence of artificial intelligence companies such as DeepSeek has promoted the development of general robot models, and the humanoid robot industry chain has entered the stage of "a hundred flowers blooming, a hundred schools of thought contending", at present, humanoid robots have entered the industrial scene, and have become an application trend with high certainty at home and abroad. Follow-up suggestions should pay attention to the catalysis of events related to the humanoid robot industry chain: the latest progress update of Optimus, the release of achievements of domestic and foreign manufacturers of humanoid robots, etc.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
The company grasps the trend of the times and is actively cooperating with the research and development of magnetic components for humanoid robots from world-renowned customers, and has successively delivered small batches.
Jiangsu Leili reserves coreless geared motors, linear transmission components, frameless torque motors and other products in the field of humanoid robots, and is sending samples and verifying with customers in many robot manufacturers.