SIASUN(SZ:300024) Xin Lang Cai Jing·2025-08-01 08:42Group 1: MIM Technology Overview - MIM (Metal Injection Molding) combines powder metallurgy and injection molding, offering advantages such as high strength, high precision, low cost, lightweight, and high design freedom [1] - The global MIM market is projected to reach $5.26 billion by 2026, while the domestic market in China is expected to grow to 14.14 billion yuan [1] Group 2: Applications in Robotics - MIM technology meets the demand for lightweight, durable, and precise components in robotics, with applications in various parts [2] - In dexterous hands, MIM-produced micro gears exhibit high strength and design flexibility, leading to increased demand in applications like finger drive gears and bionic finger connections [2] - MIM gears in planetary reducers demonstrate excellent mechanical performance, enhancing precision in power transmission and torque conversion for robots [2] - Liquid metal technology used in harmonic reducers simplifies manufacturing processes and improves material utilization, contributing to lightweight components [2] - MIM's high design freedom allows for low-cost mass production of complex structural parts in robotic joints and surgical robots [2] Group 3: Investment Recommendations - Companies to watch include: - Dongmu Co., a leader in MIM technology with developments in powder metallurgy for robotics [3] - Haichang New Materials, actively expanding MIM and SMC businesses with humanoid robot products in development [3] - Jingyan Technology, a leading MIM company supplying components for industrial control and robotics [3] - Tonglian Precision, specializing in precision component manufacturing with diverse processing capabilities [3] - Mingyang Technology, a supplier of automotive seat components with promising applications in robotics [3]