上亿元投入，人形机器人零部件何时结束“手搓时代”？

Core Viewpoint - The article discusses the current state of the humanoid robot industry, particularly focusing on the reliance on manual assembly for key components like the frameless torque motor, highlighting the challenges and future potential for automation in production processes [1][2][3]. Industry Overview - The frameless torque motor market in China is projected to reach approximately 204 million yuan in 2024, with a year-on-year growth of 13.20%, and 70% of this demand is driven by collaborative robots [2]. - The collaborative robot market is expected to see sales of 50,300 units in 2025, representing a growth of 25.75%, and by 2028, sales are anticipated to approach 124,000 units, with the market size exceeding 5 billion yuan [2]. Production Challenges - Many upstream suppliers of humanoid robot components, previously focused on industrial robots, still rely on manual assembly for critical parts, indicating a gap in automation despite the maturity of the industrial robot supply chain [2][3]. - The high cost of establishing automated production lines is a significant barrier, with companies needing to achieve a certain level of output and cost reduction in the bill of materials (BOM) before investing in automation [4]. Investment Trends - Companies are increasingly investing in automation and production capabilities, as seen in recent agreements, such as 富临精工's 110 million yuan project for a robot joint module production base and 中鼎股份's 1 billion yuan investment in a robotics project [5]. - The establishment of automated production lines is crucial for ensuring consistent quality and stability in core components, which are essential for the performance of robots [5]. Future Outlook - The industry is expected to shift towards automation as demand increases, with industry participants encouraged to invest early to drive the development of the supply chain [6].