从“跟跑”到“领跑” 昊志机电构建“N+1+3”业务体系

Core Insights - The company has achieved significant advancements in the field of humanoid robot core components, transitioning from "catching up" to "leading" in technology, particularly in harmonic reducers, low-voltage drives, torque sensors, and encoders [1][2] Group 1: Technological Advancements - The company's harmonic reducer has nearly doubled the transmission accuracy compared to international mainstream products and reduced vibration levels by over 30%, meeting stringent requirements for high-end applications such as medical and chip manufacturing [1][2] - The company has successfully developed all core components in-house, surpassing international standards, thanks to its long-standing expertise in precision manufacturing from industrial mother machines [2] Group 2: Business Strategy - The company has established a vertical integration strategy in the robotics industry, forming an "N+1+3" structure, which includes core components, collaborative robots, and three business scenarios: beauty services, factory loading and unloading, and electric vehicle charging [3] - The company has initiated international expansion with seven sales companies and three factories in Europe and the U.S., aiming to position itself as a representative of high-end Chinese manufacturing [3] Group 3: Market Challenges and Recommendations - The current robotics core components sector faces issues such as outdated standards and a focus on marketing over technology, which hinders meeting high-end market demands [4] - There is a need for enhanced collaboration between software and hardware companies to avoid isolated development and better meet market needs [5]