步科股份：正积极布局人形机器人相关业务

Group 1 - The core viewpoint of the article highlights that the humanoid robot business of the company is influenced by both external and internal factors, with a significant trend towards domestic substitution and accelerated AI technology development driving the industry from research to industrialization [1] - Externally, the macro-level trend of domestic substitution is deepening, combined with the rapid evolution of AI technology, which provides important market and technological opportunities for the humanoid robot industry [1] - Internally, the company leverages years of product development experience and core technology platforms in the industrial automation sector to actively layout its humanoid robot-related business [1] Group 2 - The company is currently able to provide integrated joint module components, including frameless torque motors, hollow actuators, encoders, and planetary gear reducers, to its clients [1] - The company has established partnerships with several leading domestic humanoid robot enterprises, achieving batch deliveries of products, which lays a foundation for subsequent large-scale business development [1]