具身智能国产供应链崛起，艾克斯关节模组扬帆起航

Core Insights - The forum held on November 28, 2023, marked the launch of the joint module products by the company, positioning it within the rapidly growing embodied intelligence supply chain [1] - The demand for humanoid robots is expected to surge, with market value projected to grow from 500 million yuan in 2026 to 700 billion yuan by 2030, with the company's joint modules accounting for over 50% of this market [2] - The humanoid robot industry is experiencing significant investment, with over 260 billion yuan raised in the first half of 2025 alone, indicating strong confidence in the sector's future [3][4] Industry Trends - The integration of AI technology is enhancing the capabilities of humanoid robots, allowing them to operate in dynamic environments and interact more effectively with humans [2] - The government is providing substantial support for the development of the embodied intelligence industry, which is included in the national "14th Five-Year Plan" [4] - The domestic supply chain is becoming increasingly vital, with cost advantages positioning it as the preferred choice for the industry's future [7] Company Developments - The company is leveraging a collaborative model to enhance its product offerings and operational efficiency, focusing on the integration of various components to meet market demands [5][6] - The company has launched its first flexible production line, which will enable the efficient production of various products, with plans for additional production lines to follow [8] - The company’s joint modules feature advanced performance metrics, including a lifespan exceeding 10,000 hours and precision improvements of over 30% compared to conventional products [8]