小米布局机器人核心部件，投资关节技术企业「国华智能」｜硬氪首发

Core Insights - Guohua Intelligent has recently completed a new round of financing worth tens of millions, with investors including Xiaomi Industrial Investment and A-share listed company Jinyang Co., Ltd. The funds will primarily be used for the technological iteration and expansion of humanoid robot core joint modules [1][8] - The company, founded in 2014, initially focused on the research and manufacturing of harmonic reducers and has since developed its production and R&D systems, aiming to prepare for a significant market breakthrough [1][8] - Guohua Intelligent has achieved full-stack self-research capabilities in key components of humanoid robots, including harmonic reducers, planetary roller screws, and various joint modules, which is rare in the domestic market [1][3][6] Technology and Product Development - The company has developed over a hundred standard models across four major series of harmonic reducers, which are applied in various fields such as industrial robots, collaborative robots, humanoid robots, and aerospace [3][6] - Guohua Intelligent is focusing on two technological directions: core transmission components like harmonic reducers and planetary roller screws, and the deep integration of these components with motors, drives, and sensors to form integrated joint modules [1][3] - The company has participated in the formulation of four national standards and eight group standards related to core components of humanoid robots [3] Market Position and Strategy - Guohua Intelligent's products cover multiple sectors, including humanoid robots, commercial aerospace, low-altitude economy, and industrial manufacturing equipment, providing core components for leading domestic manufacturers [6][7] - The company emphasizes a rapid response to customer needs, which allows for quick iterations in product development, contrasting with longer delivery cycles of competitors [6][7] - The company aims to transition from a startup R&D firm to a large-scale delivery organization, addressing the need for synchronized upgrades in capacity, delivery, and organizational scale [6][8] Future Outlook - The company plans to continue deepening its focus on the humanoid robot sector, striving to solidify its market share before a potential industry explosion [7][8] - Guohua Intelligent recognizes that the competition logic for humanoid robot joints will increasingly resemble that of the automotive industry, where stable quality, predictable delivery, and cost control will be critical for success [7][8]