Core Insights - The humanoid robot industry is approaching a pivotal moment, with significant advancements showcased at CES 2026, highlighting its central role in global technological competition and industrial transformation [1] - The humanoid robot concept index has risen by 12.92% since December 17, 2025, indicating a positive market trend [1] - Analysts predict a broad market potential for embodied robots, with continuous technological breakthroughs and successful commercialization efforts [1] Industry Developments - CES 2026, held in Las Vegas from January 6 to 9, 2026, featured humanoid robots as a key focus, with significant participation from leading global companies [1] - NVIDIA's CEO announced that the robotics field has entered its "ChatGPT moment," emphasizing the shift towards "general-specialized" robots that combine broad knowledge with specialized skills [1] - NVIDIA introduced new models aimed at enhancing robots' understanding of physical properties and spatial relationships [1] Application Scenarios - LG showcased the CLOiD household robot capable of performing various domestic tasks, while Boston Dynamics announced the mass production of its Atlas humanoid robot, set to be deployed in Hyundai's factories starting in 2026 [2] - Numerous domestic humanoid robot manufacturers, including Yushu Technology and Zhiyuan Robotics, presented their latest products at CES 2026, indicating a strong domestic presence in the market [2] Industry Chain Collaboration - A-share listed companies are actively positioning themselves across different segments of the humanoid robot industry, leveraging their technological expertise for diversified development [3] - Key components such as precision reducers and servo systems are being tested and developed by companies like Haozhi Electromechanical and Tongda Power, indicating a focus on enhancing core robotic technologies [3] Market Analysis - The Chinese embodied intelligent robot market is experiencing rapid growth, driven by policy, capital, and industry chain support, transitioning from "technological breakthroughs" to "value realization" [4] - Analysts suggest that the humanoid robot sector will see significant investment and development, with Chinese companies leading in hardware and operational control, while AI technology remains a competitive focal point [4] Future Projections - 2025 is anticipated to be the year of mass production for humanoid robots, with 2026 expected to mark a significant advancement in their practical application [5] - The commercial progress of humanoid robots is accelerating, with potential applications in inspection and navigation expected to expand significantly [5] - The manufacturing and logistics sectors are projected to be the first to adopt humanoid robots at scale, with substantial demand anticipated in automotive and 3C manufacturing by 2028 [6]

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]

Group 1 - The core viewpoint of the article is that Tongda Power (002576.SZ) has stated that the current order volume for servo motor cores is at a normal level [1] Group 2 - The company is actively engaging with investors through an interactive platform to provide updates on its operational status [1]

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]