BAMC(SH:601137) Ge Long Hui·2025-09-10 08:31Core Viewpoint - 博威合金 is a key supplier for domestic harmonic reducer companies, providing essential tools for the processing of harmonic reducers used in robotics [1] Company Summary - 博威合金's precision cutting wire is crucial for the internal tooth processing of rigid wheels in harmonic reducers, which are necessary for robotic applications [1] - The company's alloy wire is designed for repeated bending in humanoid robot joints, although the humanoid robot industry has not yet reached mass production [1] - Currently, the alloy wire is primarily utilized in the defense industry, with demand from the humanoid robot sector still developing [1] Industry Summary - The harmonic reducer market is significant for robotics, with 博威合金 positioned as an important player in supplying necessary components [1] - The potential growth in the humanoid robot industry may increase the demand for 博威合金's products in the future, although current usage remains limited [1]