连获两轮亿元级融资！深度梳理一体化关节赛道，把握这些关键玩家

Core Insights - The article emphasizes the rapid industrialization of humanoid robots, highlighting the importance of integrated joint modules as a key component for overcoming mass production bottlenecks and enhancing overall machine performance [2][15] - Companies with core technological capabilities in this high-growth sector are attracting significant capital attention, providing essential hardware foundations for embodied intelligence [2] Company Summaries Key Listed Companies - 泉智博: Recently completed two rounds of financing exceeding 100 million yuan, focusing on high-torque density and high-efficiency integrated joints for humanoid robots. The company has established a product matrix covering torque ranges from 2Nm to 400Nm, with peak torque density reaching 210Nm/kg, surpassing domestic competitors [2][3] - 中大力德: Offers a comprehensive product line in precision reducers and motors, widely used in humanoid robot joints. The company maintains long-term collaborations with various robot manufacturers, enhancing product precision and torque density [3][4] - 绿的谐波: A leading company in the harmonic reducer industry, known for high precision and reliability. It collaborates with numerous humanoid robot companies, providing core support for joint components [6] - 埃斯顿: A leader in industrial robotics, has achieved comprehensive self-research in humanoid robot joint technology. Its humanoid robot Codroid 02 features 31 degrees of freedom and a single-arm load capacity of 5 kg [7] - 昊志机电: Specializes in high-end core components like servo motors and drives, providing strong and stable power for humanoid robot joints [9] - 均普智能: Collaborates with Hechuan Technology to develop key components for humanoid robots, focusing on linear joints and dexterous hands [10] - 双林股份: Plans to invest approximately 9.95 billion yuan in the industrialization of roller screw and joint modules, aiming for an annual production capacity of 1 million sets [13] - 江苏北人: Serves as a core service provider for Tesla's Optimus welding process, with significant growth potential as production ramps up [14] Other Mainstream Companies - 爱福纳: Develops integrated joint modules with a compact design, achieving a peak torque of over 66Nm while maintaining a lightweight structure [15] - 四川天链机器人: Introduces ultra-lightweight integrated joints, optimizing the structure of embedded servo motors to enhance torque density and reduce weight [15] Market Outlook - The demand for joint modules is projected to grow to 4.82 million sets in five years, with the market size expected to exceed 68.9 billion yuan. Integrated joints are recognized as core components for humanoid robots, with high technical barriers and the need for deep hardware-software collaboration [15]