Zheng Quan Shi Bao Wang·2025-09-25 05:56Core Viewpoint - Heng Er Da is accelerating the resolution of high-precision thread grinding machine localization, specialization, and automated assembly processes necessary for the large-scale production of planetary roller screws, indicating a strategic shift towards domestic manufacturing capabilities in high-end equipment [1][4]. Company Development - Since its establishment in 1995, Heng Er Da has evolved from innovations in metal materials and heat treatment processes to become a leading manufacturer of die-cutting and sawing tools, ranking first and second in the industry respectively [2]. - The company has enhanced its research and manufacturing capabilities in the planetary roller screw sector through overseas acquisitions and domestic technology integration, successfully entering the humanoid robot market [2][8]. Acquisition and Integration - In May, Heng Er Da acquired SMS Maschinenbau GmbH, a German precision grinding machine manufacturer, to obtain essential thread grinding technology and high-precision thread grinding machines for planetary roller screw production [2][4]. - The acquisition allows Heng Er Da to leverage SMS's expertise and technology, particularly in high-precision internal and external thread processing, which is critical for the performance and reliability of planetary roller screws [4][8]. Research and Development - Heng Er Da has established a European R&D design center for grinding machines and rolling components, focusing on product design, processing technology, and specialized grinding machines for humanoid robot applications [3][8]. - The company is collaborating with Northwestern Polytechnical University to develop domestic and specialized thread grinding machine technology for planetary roller screws, aiming to enhance processing precision and efficiency [6][7]. Market Demand and Challenges - The market demand for planetary roller screws has surged with the release of Tesla's humanoid robot, which is currently dominated by international giants, highlighting a significant opportunity for domestic alternatives [4]. - The precision processing of planetary roller screws is heavily reliant on high-precision grinding machines and advanced internal thread processing techniques, which are currently bottlenecks in domestic production capabilities [4][8]. Automation and Production Capacity - Heng Er Da is working with Xi'an Wangteng Information Technology Co., Ltd. to establish a joint venture aimed at automating the assembly of planetary roller screws, addressing challenges in production efficiency and cost [7][8]. - The company is building a comprehensive capability covering core equipment, key processes, and large-scale manufacturing to support the domestic production of planetary roller screws [8].