搭上特斯拉，人形机器人供应商冲刺A股IPO

Core Viewpoint - The article highlights the upcoming IPO of Xinjian Transmission, a key supplier for Tesla's humanoid robot "Optimus," signaling strong industrialization prospects for the humanoid robot sector and the potential for mass production by 2026 [6]. Group 1: Company Overview - Xinjian Transmission, established in 1999, specializes in precision machinery processing and is classified under "C34 General Equipment Manufacturing" [8]. - The largest shareholder, Shanghai Xinjian Asset Management Co., holds 29.40% of the shares, while the actual controllers hold 35.27% [8]. - Initially focused on producing watch screws and precision gears, Xinjian has transitioned into the planetary roller screw industry, which is crucial for robotics [8][9]. Group 2: Market Position and Opportunities - Xinjian Transmission began domestic production of planetary roller screws in 2022, coinciding with Tesla's release of the Optimus Gen1 robot, expanding the market potential significantly [9]. - The company has secured a project to produce 1 million planetary roller screws annually, capitalizing on the growing demand in the humanoid robot market [9]. - Xinjian's geographical advantage and early entry into the screw market have positioned it as a core supplier for Tesla's humanoid robots, despite not being a key supplier for Tesla's vehicles [9]. Group 3: Industry Impact and Collaborations - The IPO of Xinjian Transmission is seen as a landmark event for the humanoid robot industry, potentially leading to a revaluation of core component assets within the sector [13]. - Collaborations with suppliers like Wuzhou Xinchun, which will provide various critical components, indicate a strengthening of Xinjian's supply chain and market presence [12]. - The anticipated IPO and subsequent production capacity expansion are expected to benefit related equipment manufacturers and enhance the clarity of supply chain shares [13][15].