Group 1: Humanoid Robots - The humanoid robot industry requires integration of AI and ML technologies on the software side, while the hardware side focuses on breakthroughs in joint actuators and other key components [2][9] - Key components in the humanoid robot industry include harmonic reducers, frameless torque motors, planetary roller screws, and force sensors, which have a high value share [9][15] - The humanoid robot market in China is expected to grow significantly, with a projected market size of approximately 27.6 billion yuan in 2024, increasing to 750 billion yuan by 2029 [2][4] Group 2: Robot Bearings - The global industrial robot bearing market is projected to reach 9.004 billion yuan in 2023, with an expected growth to 13.585 billion yuan by 2029 [2][31] - The localization rate of high-end bearings for humanoid robots is currently below 20%, indicating significant room for domestic companies to break through [2][4] - Major international players dominate the high-end bearing market, while Chinese companies are gradually making progress in this sector [2][4] Group 3: Humanoid Robot Sensors - Sensors are critical components for human-robot interaction, with a focus on multi-modal perception systems covering force, vision, and touch [2][3] - The global market for six-dimensional force sensors is expected to reach 13.84 billion yuan by 2030, highlighting the importance of these sensors in dynamic control of humanoid robots [2][3] - Visual sensors are evolving from 2D to 3D technology, enhancing the environmental perception capabilities of humanoid robots [2][3] Group 4: Applications of Humanoid Robots - The application scenarios for humanoid robots are expected to evolve from industrial services to household and commercial services, driven by the standardization and complexity of tasks [4][5] - In China, humanoid robots are primarily applied in industrial production, accounting for 29% of the market, as they meet the automation and intelligence needs of the manufacturing sector [4][5] - Global trends show that North America focuses on warehouse logistics and industrial production, while Europe emphasizes household service applications [4][5] Group 5: Key Companies in the Sector - Key companies in the humanoid robot industry include Kete Co., which plans to establish a joint venture with Xutong Electronics to enter the embodied intelligence sector [5][8] - Audiwei specializes in sensor technology, launching underwater ranging sensors and flexible sensors [5][8] - Dingzhi Technology is a rare player in motion control solutions, diversifying into ball screws and hollow cup motors [5][8]