人形机器人利好 T链一级供应商冲刺IPO

Group 1 - The core viewpoint of the article highlights that Hangzhou Xinjian Electromechanical Transmission Co., Ltd. (referred to as "Xinjian Transmission") has initiated the listing guidance process, with CITIC Securities as the advisory institution, due to its close relationship with Tesla's Optimus supply chain [1] - Xinjian Transmission is recognized as a first-tier supplier in the humanoid robot T-chain (Tesla) industry, despite not being publicly listed yet, indicating its high visibility in both the industry and investment circles [1] - The company is classified under the C34 general equipment manufacturing industry, with Shanghai Xinjian Asset Management Co., Ltd. holding a 29.40% stake as its controlling shareholder [1] Group 2 - The guidance report indicates that the evaluation of Xinjian Transmission's eligibility for public offering will take place between April and May 2026, assisting the company in preparing the necessary documents for its IPO application [1] - Established in January 1999, Xinjian Transmission's main products include rolling forming worm gear, seat horizontal actuators, planetary roller screw-linear electric drive joints, and rotary electric drive joints, which are utilized in various sectors such as semiconductors, communications electronics, automotive and new energy, smart vehicles, humanoid robots, drones, and construction machinery [1]