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估值超10亿,这家机器人关节公司销售额全球第一|潜伏独角兽
36氪·2025-06-11 13:00

Core Viewpoint - The humanoid robot industry is rapidly evolving, with significant opportunities in the underlying supply chain, particularly in the joint market, which is projected to exceed 68.93 billion yuan by 2030 [9][20]. Industry Overview - The humanoid robot market is experiencing a surge in investment, with many investors quickly finalizing projects that were previously uncertain [5]. - The demand for joints in various applications, including medical and industrial robots, is increasing, indicating a broader market potential beyond humanoid robots [8]. Company Case Study: Zero Difference Cloud Control - Zero Difference Cloud Control, established in 2016, specializes in high-precision robotic components, including joints and encoders, and has achieved a valuation exceeding 1 billion yuan [7]. - The company has over 2,000 clients, with joint shipments nearing 50,000 units, making it a leader in the industry [8]. - Approximately 50% of the company's revenue comes from industrial, logistics, and medical applications, while humanoid robots account for nearly 15% of sales, which have been growing rapidly [9]. Market Demand and Growth - The demand for robotic joint modules in China is expected to reach 2.2417 million units in 2024, potentially increasing to 4.8201 million units by 2030 [9]. - The company is focusing on developing smaller, lighter, and more reliable integrated joints to meet the evolving needs of humanoid robots and other applications [9]. Technical Insights - The performance of joints directly impacts the precision, speed, and flexibility of robots, with different types of robots requiring tailored joint configurations [11]. - Zero Difference Cloud Control's joints utilize advanced encoders for high precision, achieving a repeat positioning accuracy of ±7 arc seconds [13]. Production and Supply Chain - The company is moving towards complete domestic production, with all core components sourced from domestic suppliers, aiming to eliminate reliance on imports [23][24]. - The production facilities include precision machining and testing workshops to ensure high-quality standards for their joint modules [23]. Future Outlook - The humanoid robot market's growth is expected to drive explosive demand for core components like joints, with significant cost reductions anticipated as production scales up [20]. - Zero Difference Cloud Control is strategically positioned to capitalize on this growth by offering standardized, multi-model joint modules that cater to diverse application scenarios [21].