XIAOMI(HK:01810) 机器人圈·2025-09-03 09:09Core Insights - Guohua Intelligent has completed a new round of financing amounting to tens of millions, with investors including Xiaomi Industrial Investment and A-share listed company Jinyang Co., Ltd. The funds will primarily be used for the technological iteration and expansion of humanoid robot core joint modules [2] - The company aims to accelerate the upgrade of its production and research systems, preparing for a significant breakthrough in the industry [2] Company Overview - Established in February 2021, Guohua Intelligent focuses on the research and development of core components for intelligent manufacturing and the integration of systems in the downstream sector [2] - The company has undergone six rounds of financing, with notable investors including Qindao Milestone Venture Capital and Shandong Provincial Financial Investment [2] Technology Focus - Guohua Intelligent is concentrating on two main technological directions: the development of core transmission components such as harmonic reducers and planetary roller screws, and the deep integration of these components with motors, drives, and sensors to form integrated joint modules [3] - The company has developed four major series and over a hundred standard models of harmonic reducers, which are applied in various fields including industrial robots, collaborative robots, humanoid robots, and aerospace [5] Competitive Advantage - In the context of increasing competition in the domestic humanoid robot industry, Guohua Intelligent's advantages lie in its full-stack self-research capabilities and rapid response speed [12] - The company possesses a complete chain capability from material heat treatment, tooth profile design, precision processing to complete machine testing, allowing for quick iterations in response to customer modification requests [12] Collaboration with Xiaomi - Guohua Intelligent is a key partner in Xiaomi's humanoid robot project, providing comprehensive support for core components such as upper body joint modules and rotational and linear joints [8] - Xiaomi's investment strategy in the robotics sector includes a focus on core components and complete solutions, with Guohua Intelligent being recognized for its expertise in harmonic reducers, referred to as the "joint password" of robots [13]