北交所科技成长产业跟踪第九期：人形机器人高端轴承国产化率存在提升潜力，关注北交所轴承制造企业

Group 1: Industry Insights - The global industrial robot bearing market size reached 9.004 billion in 2023 and is projected to grow to 13.585 billion by 2029 [24][49]. - Bearings are crucial components in robots, significantly impacting performance and precision, often referred to as the "joints of machinery" [24][26]. - The main types of bearings used in industrial robots include thin-walled bearings, cross roller bearings, harmonic reducer bearings, linear bearings, and joint bearings [29][32]. Group 2: Company Analysis - The Beijing Stock Exchange includes five bearing-related manufacturing companies: Suzhou Axle Co., Ltd. (needle bearings, cylindrical roller bearings), Taide Co., Ltd. (automotive engine wheel system bearings), Mingyang Technology (self-lubricating bearings), Fengguang Precision (servo motor spindles, automotive seat belt device shafts), and Wanda Bearings (forklift bearings and slewing supports) [50][52]. - The market for high-end bearings is primarily dominated by eight global companies, but Chinese firms are gradually making breakthroughs, with companies like Wuzhou Xinchun and Guangyang Co., Ltd. developing advanced bearing technologies [48].