Jin Rong Jie·2025-12-30 13:14Core Viewpoint - The humanoid robot sector in the A-share market is experiencing significant growth, with multiple companies showing strong stock performance and advancements in technology related to humanoid robots. Group 1: Company Highlights - Daye Co., Ltd. (大业股份) reported a stock price of 15.49 CNY, with a daily increase of +10.01%. The company is in the market research and development phase for its humanoid robot dexterous hand using special steel wire technology, which may be applied to the robot's joint traction lines [1]. - Tianqi Co., Ltd. (天奇股份) has a stock price of 23.63 CNY, up by +10.00%. The company is collaborating deeply with UBTECH Robotics to provide AI-enabled and embodied intelligence solutions for humanoid robots, promoting their application in industrial scenarios [2]. - Wuzhou Xinchun (五洲新春) has a stock price of 22.19 CNY, with a daily increase of +9.99%. The company is a core supplier of bearings and ball screws for humanoid robots, having begun mass supply of RV and harmonic reducer bearings and received orders for planetary roller screws [3]. - Boke Co., Ltd. (步科股份) reported a stock price of 145.99 CNY, with a significant increase of +20.00%. The company provides core solutions for humanoid robot joint drives, developing high torque density motors [4]. - Sanhua Intelligent Control (三花智控) has a stock price of 35.69 CNY, up by +10.03%. The company is engaged in ongoing R&D in the field of electromechanical actuators for robots and is a potential core supplier of rotary and linear actuators [5]. - Haichang New Materials (海昌新材) reported a stock price of 30.98 CNY, with a daily increase of +19.98%. The company specializes in powder metallurgy parts for robot joints and is focusing on products related to humanoid robot dexterous hands through its subsidiary [6]. - Zhejiang Rongtai (浙江荣泰) has a stock price of 117.81 CNY, up by +10.00%. The company supplies mica insulation components for Tesla vehicles, with its insulation material technology expected to extend to thermal protection and insulation for humanoid robot motors and batteries [7]. - Henggong Precision (恒工精密) reported a stock price of 98.09 CNY, with a daily increase of +13.11%. The company focuses on precision machining parts, with its "one-piece flow" core components applicable to robot joints [8]. - Green Harmonic (绿的谐波) has a stock price of 191.10 CNY, up by +9.19%. The company is a leader in harmonic reducers, with products being core components for robot rotary joints and is actively developing new types of reducers for humanoid robots [9]. - Anpeilong (安培龙) reported a stock price of 137.30 CNY, with a daily increase of +10.95%. The company is a leading domestic pressure sensor manufacturer, with MEMS pressure sensors and infrared sensors applicable for robot environmental perception and interaction [10].