光洋股份8月8日报收11.17元，较前一交易日下跌0.01元，跌幅0.09%。当日成交量为170343手，成交金 额达1.91亿元。 光洋股份主营业务涵盖汽车精密零部件、高端工业装备及智能机器人零部件等领域。公司产品包括新能 源与燃油汽车零部件、风电偏航减速机、工业机器人零部件等。 公司8月8日在互动平台表示，其高端工业装备业务主要涉及风电偏航减速机和工业机器人领域，产品包 括行星排零部件和交叉滚子轴承，目前暂未涉及数控机床业务。 8月8日主力资金净流入225.66万元，近五日主力资金累计净流出110.57万元。 风险提示：股市有风险，投资需谨慎。 ...

（文章来源：证券日报） 证券日报网讯光洋股份8月8日在互动平台回答投资者提问时表示，公司专注于各类新能源与燃油汽车精 密零部件、高端工业装备、智能机器人零部件及电子线路板、电子元器件的研发、生产与销售。在高端 工业装备领域暂不涉及数控机床，主要是风电偏航减速机和工业机器人，涉及产品主要是行星排零部件 和交叉滚子轴承。 ...

Summary of Key Points from the Conference Call Industry Overview - The humanoid robot sector is currently experiencing weak market sentiment, influenced by North American key customer audits and Huawei supply chain information, with overall valuations remaining high despite a recent decline in market expectations [1][2][3] - The global bearing market was valued at $120 billion in 2021 and is expected to exceed $243 billion by 2030, with China accounting for over 50% of production but still dominated by foreign companies in high-end sectors, indicating significant room for domestic substitution [3][13] Core Insights and Arguments - The humanoid robot industry is projected to achieve breakthroughs in technology commercialization in North America during the second half of the year, particularly in August and September [1][5] - Companies like Tesla and Meta are leveraging video data to enhance robot adaptability and zero-shot learning capabilities, which could significantly improve the intelligence of humanoid robots [1][5] - The humanoid robot Optimus is expected to use 14 cross roller bearings and 28 angular contact bearings per unit, leading to a potential demand increase of over 3 billion RMB if production reaches 1 million units [1][9] Investment Opportunities - Recommended companies with investment potential include: - **Dechang Electric Control Holdings**, **Ruisheng Technology**, and **Hammernaut**, which currently have low market expectations for robotics, making their valuations relatively cheap [1][6] - **Hengli Hydraulic** and **Top Group**, whose market values reflect expectations for only 50,000 humanoid robots, indicating low valuations [1][6] - Other notable companies in the bearing sector include **Longxi Co.** (joint bearings), **International Seiko** (special bearings), and **Changsheng Bearings** (self-lubricating bearings), which are well-positioned to benefit from the growth in humanoid robots [3][17] Additional Important Insights - The demand for bearings in the equipment manufacturing sector is critical, as nearly all machinery requires bearings for support, with prices varying significantly based on size and application [8] - The complexity of domestic bearing production processes and reliance on foreign equipment for high-end products pose challenges for the Chinese bearing industry, highlighting the need for advancements in manufacturing technology [14][15] - The global grinding machine market is projected to grow from $3.7 billion in 2023 to $5.1 billion by 2030, with a significant portion of high-end machines still imported, indicating a substantial opportunity for domestic manufacturers [16] Conclusion - The humanoid robot industry is at a pivotal moment with potential technological advancements and market opportunities, particularly in the bearing sector, which is essential for the development of these robots. The focus on domestic companies with low current valuations presents a strategic investment opportunity as the market evolves.