● 本报记者 葛瑶 刘英杰 全球人形机器人产业或迎来"拐点"时刻。在刚刚开幕的2026年国际消费电子展（CES 2026）上，海内外 厂商旗下的最新产品纷纷亮相，人形机器人已成为全球科技竞争与产业变革的核心焦点。Wind数据显 示，万得人形机器人概念指数自2025年12月17日以来累计上涨12.92%。 分析人士认为，具身机器人行业未来市场空间广阔，产业链技术不断取得突破，商业化落地进展顺利， 全球市场已呈现供需共振、景气度同步提升的良好态势。 人形机器人"进阶之年" 北京时间1月6日-1月9日，CES 2026在美国拉斯维加斯举办。受展会预期及产业进展推动，A股人形机 器人概念板块持续活跃。Wind数据显示，1月6日，万得人形机器人概念指数上涨0.54%，指数成分股 中，翔楼新材、航天智装涨超5%，冠盛股份、绿的谐波等涨超4%。 作为全球科技的风向标，CES 2026汇聚了国内外顶尖企业的最新技术成果，而人形机器人无疑成为了 此次展会的焦点之一。开幕首日，英伟达CEO黄仁勋在主题演讲中宣布："机器人领域已正式迎来属于 自己的'ChatGPT时刻'。" 黄仁勋表示，当前大多数机器人属于专才，精于单一任务却缺乏 ...

Core Viewpoint - The company has production capabilities for servo motor cores and self-adhesive motor cores, currently supplying electric vehicle drive motor cores to BYD and maintaining a long-term partnership with GE in the motor core business [1] Group 1 - The company actively captures industry opportunities and leverages its technological and customer resource advantages [1] - The company aims to achieve high-quality business development [1]

Core Viewpoint - The collaboration between BYD and Huawei in the robotics sector focuses on building an embodied intelligence industry ecosystem, emphasizing technology iteration through supply chain division of labor [1] Group 1: Collaboration Details - BYD's approach involves a "hardware springboard + cloud brain" model, concentrating on algorithm optimization and scene implementation [1] - Huawei aims to enhance ecosystem integration and standard formulation within the partnership [1] Group 2: Company Relationships - BYD is identified as a significant customer for the companies involved, with a specific mention of the servo motor iron cores produced by the company being extensively used in BYD's robotic drive motors [1] - Tongda Power (002576.SZ) confirmed its capability for large-scale production of servo motor iron cores, although it currently supplies iron cores for BYD's electric vehicle drive motors [1]

Core Viewpoint - The company has the capability for large-scale production of servo motor cores, currently supplying electric motor cores for new energy vehicles to BYD [1] Group 1 - The company expresses gratitude for suggestions and indicates a proactive approach to capturing industry opportunities [1] - The company aims to leverage its technological and customer resource advantages to achieve high-quality business development [1]

格隆汇12月4日丨通达动力(002576.SZ)在投资者互动平台表示，公司目前伺服电机铁芯订单量处于正常 水平。 ...

Core Viewpoint - The company Tongda Power (002576) reported on November 25 that its servo motor cores are suitable for robotic drive motors, and the order volume remains at a normal level [1] Company Summary - Tongda Power's servo motor cores are applicable for use in robotic drive motors, indicating a potential growth area in the robotics sector [1] - The company has maintained a stable order volume, suggesting consistent demand for its products [1] Industry Summary - The robotics industry continues to drive demand for components such as servo motor cores, highlighting the importance of this segment for manufacturers [1]

Core Viewpoint - Tongda Power (002576.SZ) indicates that its servo motor cores are suitable for robotic drive motors, and the order volume remains at a normal level [1] Company Summary - The company produces servo motor cores that are applicable in the robotics sector [1] - The current order volume for the company's products is stable [1]

Group 1 - The core point of the article is that Tongda Power (002576.SZ) has announced that its produced servo motor cores are suitable for use in robotic drive motors [1] Group 2 - The company is actively engaging with the market through its interactive platform to communicate product capabilities [1] - The development of servo motor cores aligns with the growing demand in the robotics industry [1]

Core Viewpoint - The company, Tongda Power (002576.SZ), has indicated that its servo motor cores are suitable for use in robotic drive motors, although it has not yet established a direct partnership with Yushu Robotics or its subsidiaries [1]. Company Summary - Tongda Power produces servo motor cores that can be utilized in robotic applications [1]. - Currently, there is no direct collaboration between Tongda Power and Yushu Robotics or its subsidiaries [1].

Core Viewpoint - The company, Tongda Power, has indicated that its servo motor cores are suitable for use in robotic drive motors, although it has not established any direct cooperation with Yushu Robotics or its subsidiaries to date [1] Company Summary - Tongda Power produces servo motor cores that can be utilized in robotic applications [1] - The company has not yet formed any direct partnerships with Yushu Robotics or its subsidiaries [1] Industry Summary - The application of servo motor cores in robotics highlights the growing intersection between motor manufacturing and robotics technology [1]