Zheng Quan Shi Bao Wang·2025-08-30 15:15Core Insights - The humanoid robot industry is emerging as a new frontier in technological competition and a key area for listed companies to invest in [1] Company Developments - Top Group (601689) is expanding its robot product line by establishing an electric drive division, focusing on core components like actuators and developing various robotic products [3] - Sanhua Intelligent Control (002050) is enhancing its capabilities in bionic robot actuators and has received high praise from clients for its innovative product improvements [3] - Junpu Intelligent (688306) has successfully developed a humanoid robot arm prototype and is establishing a production line for humanoid robots, marking a significant commercial milestone with a contract worth approximately 28.25 million yuan [4] - Efort (688165) is increasing its investment in humanoid robots and believes in the long-term value of the robot industry, with over 90 million yuan allocated for R&D in the first half of 2025 [4] - Longsheng Technology (300680) is advancing its dual-path approach in core component and complete machine development, achieving breakthroughs in key components [5] Industry Trends - The demand for high-end screws and bearings is expected to grow rapidly alongside the development and commercialization of humanoid robots and smart vehicles [6] - Beite Technology (603009) is investing 1.85 billion yuan in a new planetary roller screw production base, with ongoing construction [6] - Zhenyu Technology (300953) has delivered various micro components and is in the process of supplier onboarding for linear actuators and planetary roller screws [6] - Wuzhou Xinchun (603667) is focusing on reverse planetary roller screws and has secured small batch orders from several clients [7] - Fuliwang (688678) has developed multiple specifications of micro planetary roller screws and is actively supplying components to leading industry clients [7]