北交所行业主题报告：人形机器人有望迎来量产元年，北交所零部件企业发展前景广阔

Group 1 - The humanoid robot industry is expected to enter a mass production phase in 2024, driven by policies and technological advancements, with a conservative estimate of 76,000 units sold globally by 2030, resulting in a market size of approximately $4.96 billion [1][20][19] - The development of humanoid robots has progressed through several stages, from exploration to hardware breakthroughs and now to commercial applications, with significant advancements in AI and machine learning enhancing their capabilities [22][23][35] - The Chinese government has introduced various policies to support the robotics industry, including the "Guiding Opinions on the Innovative Development of Humanoid Robots," which emphasizes the potential of humanoid robots as a new economic engine [35][36] Group 2 - The core components of humanoid robots include motors, sensors, reducers, lead screws, and bearings, which are essential for their functionality and performance [51][53] - The lead screw market in China is projected to reach approximately 868 million yuan by 2030, with the planetary roller lead screw segment expected to account for 676 million yuan [2][21] - The bearing market for humanoid robots is anticipated to grow to 216 million yuan by 2030 and 8.95 billion yuan by 2035, indicating significant growth potential in this sector [32][32] Group 3 - Companies in the North Exchange focusing on humanoid robot components are expected to benefit from the industry's growth, with a focus on high-growth and specialized attributes [3] - Key players in the motion module sector include Dingzhi Technology, Suzhou Axis, Wanda Bearings, and Wantong Hydraulic, while Audiwei leads in sensors and controllers [3][3] - The market for robot components is gaining attention, with a notable focus on the secondary market in Shanghai and Shenzhen, while the North Exchange presents unique growth opportunities [3][3]