Zheng Quan Ri Bao Wang·2025-11-07 13:55Core Insights - The humanoid robot industry in China is experiencing significant advancements, with multiple companies showcasing innovative products and entering mass supply phases [1][2] - A complete industrial chain for humanoid robots has been established in China, with A-share listed companies making breakthroughs in various segments such as servo motors, key materials, and electronic components [1][2] Company Developments - Jiangsu Leili has formed stable orders for core components with clients and has achieved small batch shipments of products like hollow cup motors and linear motion modules in the first three quarters of the year [2] - Jinfa Technology is actively collaborating with leading clients in the robot sector for material development, supplying modified engineering plastics for various robot components [2] - Shiyun Circuit has been engaged in joint R&D with North American clients for over five years, focusing on printed circuit boards for humanoid robots, and has begun small batch supply for a domestic client [2] Application Expansion - The application of humanoid robots is expected to unfold in three stages: initial deployment in structured environments like automotive assembly lines, followed by semi-open commercial spaces, and finally, general household scenarios within 5 to 10 years [3] - 2026 is projected to be a pivotal year for the accelerated delivery scale of humanoid robots [3] Industry Challenges - Despite a clear industrial path, the humanoid robot sector faces challenges in scaling production, requiring ongoing technological innovation in both hardware and software to enhance performance and reduce costs [4]