搭上特斯拉，人形机器人供应商冲刺A股IPO

Core Viewpoint - The article highlights the IPO preparation of Xinjian Transmission, a key supplier for Tesla's humanoid robot "Optimus," signaling strong industrialization prospects for humanoid robots and the potential for mass production by 2026 [3][11]. Company Overview - Xinjian Transmission, established in 1999 in Hangzhou, specializes in precision machinery and is classified under "C34 General Equipment Manufacturing" [5]. - The largest shareholder is Shanghai Xinjian Asset Management Co., holding 29.40% of the shares, while the actual controllers hold 35.27% [5][6]. Industry Context - The humanoid robot industry has gained traction, with Xinjian Transmission emerging as a core supplier for Tesla's Optimus robot, which has expanded the market potential for planetary roller screws [7][8]. - The company transitioned from traditional precision manufacturing for luxury watch brands to focus on planetary roller screws, a critical component for robots, seizing the opportunity as the humanoid robot market began to flourish [6][7]. Market Dynamics - Xinjian Transmission's IPO is expected to attract attention to the entire supply chain of humanoid robots, particularly benefiting other suppliers like Sanhua, Top Group, and Wuzhou Xinchun [3][10]. - The company has initiated a project to produce 1 million planetary roller screws annually, capitalizing on the demand from Tesla and the broader market [8][11]. Financial Implications - The anticipated IPO of Xinjian Transmission is seen as a landmark event for the humanoid robot industry, potentially leading to a revaluation of assets within the supply chain [11][12]. - Collaborations with other companies, such as Wuzhou Xinchun, are expected to enhance Xinjian's revenue streams and market presence, further solidifying its role in the Tesla supply chain [10][11].