Jin Rong Jie·2025-12-30 12:16Core Insights - The humanoid robot sector is experiencing significant growth, with multiple companies such as Boke Co., Hualing Cable, and others reaching their stock price limits recently, indicating strong market interest and optimism [1] - The establishment of the Standardization Technical Committee for Humanoid Robots and Embodied Intelligence by the Ministry of Industry and Information Technology is a crucial step towards enhancing high-quality standards and promoting the application of humanoid robot technologies [1] Market Analysis - According to Dongfang Securities, advancements in motion control for humanoid robots are expected to accelerate by 2025, with mass production becoming a key focus in 2026 [2] - Open Source Securities highlights that the industry will transition from "0-1" to "1-10" by 2025, emphasizing the importance of technological convergence and the need to identify certainty in technology advancements [2] Industry Segmentation 1. Core Components: The main components of humanoid robots include reducers, servo motors, and controllers, which significantly contribute to the overall manufacturing cost. The demand for high-precision reducers is expected to rise, with domestic manufacturers approaching international standards [3] 2. Sensors and Actuators: The demand for sensors, including tactile and visual sensors, is growing exponentially. Companies are increasing R&D investments in MEMS sensors and related technologies, which are crucial for enhancing the robots' sensory capabilities [4] 3. Overall Integration and Software Algorithms: While hardware forms the foundation, software algorithms provide the essential functionality. Companies that can integrate hardware and software effectively are anticipated to lead the market, especially in the field of embodied intelligence [5]