Core Viewpoint - Shuanglin Co., Ltd. is strategically transforming from the automotive precision transmission sector to the humanoid robotics field, leveraging its core competencies developed over years to become a leading provider of intelligent drive components globally [2][3]. Group 1: Core Competencies and Advantages - The company has established itself as a global leader in intelligent drive components, holding leading positions in various niche markets, with its humanoid robot screw module sharing technology and processes with existing products [2]. - Shuanglin has a strong R&D and manufacturing capability across the entire industry chain, having formed a dedicated robotics module R&D team that ensures a closed-loop system from development to manufacturing [2][3]. - The company’s products offer dual advantages of performance and cost, with its self-developed reverse planetary roller screw significantly enhancing the load and endurance capabilities of humanoid robots while achieving the lowest global prices for high-precision components [3]. - Strategic focus and resource synergy are evident, as the company leverages its established customer base and supply chain in the automotive sector to accelerate market penetration in the robotics business [3]. Group 2: Progress and Achievements - The company has made significant progress in its robotics strategic transformation, with a dedicated team for robotics screw and module development and a complete R&D chain for linear joint modules [3][4]. - Production capacity is steadily advancing, with 100,000 sets of roller screws completed and a planned capacity expansion to 1 million sets, ensuring a stable supply for the robotics business [4]. - Client validation has been achieved, with successful provision of samples to leading domestic and international humanoid robot clients, receiving positive feedback on product performance and market fit [4]. Group 3: Future Strategic Directions - Shuanglin aims to promote the application of core products like roller screws in various scenarios, including humanoid robots, smart vehicles, and low-altitude aircraft, striving for a market position of "global best, leading in both price and quality" [4]. - The company plans to deepen its R&D efforts, focusing on ultra-high precision and efficiency products for key components in electric cylinders and robotic systems, while also reducing production costs through advanced manufacturing capabilities [5][6]. - A dual approach of scaling production and global layout is underway, with investments in Thailand for humanoid robot components and the establishment of professional sales teams in key regions to enhance international market presence [6].
双林股份:向人形机器人领域战略转型已取得阶段性成果