Core Viewpoint - The humanoid robot sector is experiencing significant growth, driven by the popularity of companies like Yushu Robotics, leading to a strong performance in related stocks, particularly those associated with servo motors [1] Group 1: Industry Overview - The humanoid robot industry is gaining traction, with servo motors being the most commonly used type due to their high precision, fast response, and strong controllability, making them suitable for joint movement control and positioning in robots [1] - The average increase in A-share servo motor concept stocks has been 43.59% this year, significantly outperforming the Shanghai Composite Index [1] Group 2: Company Insights - Jiangte Electric is a key player in the national motor manufacturing industry, with strong independent R&D capabilities and leading positions in various niche markets, including servo motors [1] - Mig Electric, a wholly-owned subsidiary of Jiangte Electric, is recognized as a national high-tech enterprise and is involved in the development and manufacturing of various types of motors, including general servo motors and those for new energy vehicles [2] - Mig Electric's products are widely used in automation control fields, including robotics, and the company has established partnerships with major universities and large enterprises for technology development [3]
江特电机:被忽视的人形机器人核心零部件供应商,电机产品已广泛应用于机器人领域