人形机器人“关节密码”之辩

Core Viewpoint - The rapid development of humanoid robots is creating significant market opportunities for rare earth permanent magnet materials, particularly neodymium-iron-boron magnets, which are essential for the core components of humanoid robots [1]. Group 1: Industry Overview - The humanoid robot industry is accelerating its application, with rare earth permanent magnet materials playing a crucial role in the performance of these robots [1]. - Neodymium-iron-boron permanent magnets are widely used in servo motors and other core components of humanoid robots, indicating a growing demand in this sector [1]. Group 2: Key Companies - Jiangxi Jinli Permanent Magnet Technology Co., Ltd. (Jinli Permanent Magnet): Established in 2008, it is a leading global supplier of high-performance neodymium-iron-boron permanent magnet materials, with applications in various fields including new energy vehicles and humanoid robots. The company has become a key supplier for Tesla in the humanoid robot sector [3]. - Baotou Yinst Magnetic New Materials Co., Ltd. (Yinst): Founded in 2011, Yinst focuses on the development and production of rare earth permanent magnet application devices. The company has established a strong technical barrier and is actively supplying components for humanoid robot motors [5]. - Beijing Zhongke Sanhuan High Technology Co., Ltd. (Zhongke Sanhuan): Established in 1999, it is one of the largest manufacturers of neodymium-iron-boron magnets globally. The company has a strong focus on technological innovation and has been supplying products to the robotics sector for many years [6][7]. - Ningbo Yunsheng Co., Ltd. (Yunsheng): Founded in 1994, it is a major manufacturer of rare earth permanent magnet materials with a production capacity of 21,000 tons per year. The company is expanding into the humanoid robot market and has established partnerships with leading firms in this field [9]. - Ningbo Jintian Copper (Group) Co., Ltd. (Jintian): Established in 1986, Jintian is a leading supplier of copper and copper alloy materials, actively expanding its rare earth permanent magnet materials business to support the development of humanoid robots [11][12].