“人形机器人+低空经济”，进击的电机龙头

Group 1 - The core viewpoint of the article highlights the importance of joint drive systems in the humanoid robot industry, which are crucial for determining the industry's competitive landscape [3] - A well-established motor leader has developed high-performance components such as high-explosive joint modules, servo drives, and frameless torque motors [3] - The company has formed deep partnerships with leading firms like Yuzhu Technology and Zhiyuan Robotics, indicating strong collaboration within the industry [3] Group 2 - Traditional business sectors are stabilizing while emerging fields are breaking through, suggesting a shift in focus for companies in the industry [1]