双林股份（300100.SZ）1月30日在投资者互动平台表示，公司是一家从事汽车部件和机器人零部件的研 发、制造与销售业务的专业智造企业。公司从2024年5月份开始利用水平座椅丝杠与轮毂轴承制造的技 术同源性，切入到人形机器人的滚柱丝杠与滚珠丝杠的研发、设计与工艺制造，目前公司人形机器人业 务主要产品包括人形机器人用丝杠、关节模组、丝杠磨床设备等。公司已经成功开发出人形机器人用线 性关节模组中反向式行星滚柱丝杠产品，同时具备人形机器人用线性关节模组、旋转关节模组、灵巧手 及手指推杆模组等总成的全流程产品开发能力，涵盖设计、仿真、制造及试验验证等环节。产品性能达 到国内领先、国际先进水平，其核心零部件（反向式行星滚柱丝杠、无框力矩电机、电机驱动器）均为 自主研发。公司上述部分产品已获得营收，但还未取得批量定点，对公司的业绩影响不大，请投资者注 意风险。 每经AI快讯，有投资者在投资者互动平台提问：贵公司到底和人形机器人有什么关系？ （文章来源：每日经济新闻） ...

格隆汇1月30日丨双林股份(300100.SZ)在投资者互动平台表示，公司是一家从事汽车部件和机器人零部 件的研发、制造与销售业务的专业智造企业。公司从2024年5月份开始利用水平座椅丝杠与轮毂轴承制 造的技术同源性，切入到人形机器人的滚柱丝杠与滚珠丝杠的研发、设计与工艺制造，目前公司人形机 器人业务主要产品包括人形机器人用丝杠、关节模组、丝杠磨床设备等。 公司已经成功开发出人形机 器人用线性关节模组中反向式行星滚柱丝杠产品，同时具备人形机器人用线性关节模组、旋转关节模 组、灵巧手及手指推杆模组等总成的全流程产品开发能力，涵盖设计、仿真、制造及试验验证等环节。 产品性能达到国内领先、国际先进水平，其核心零部件（反向式行星滚柱丝杠、无框力矩电机、电机驱 动器）均为自主研发。 ...

Group 1 - The 2026 Spring Festival Gala will integrate "technology + art," showcasing advancements in robotics and enhancing public awareness of "Chinese manufacturing" [1] - The performance will validate the capabilities of domestic robot technology, driving upgrades in the industry chain and attracting capital interest in humanoid robots and related components [1] - The event is expected to stimulate the commercialization of AI algorithms and other technologies, benefiting core industry chain companies [1] Group 2 - Top Group, a core supplier for Tesla, is expanding its product offerings, including joint assemblies and smart motors, and aims to become a leading global supplier of robot components [2] - Lixun Precision Industry has passed testing for its rotary joint module with a major humanoid robot manufacturer and is currently in the small batch sample testing phase [2]

Core Viewpoint - The company has established a clear product layout in the field of embodied intelligence, consisting of a 1+4+N structure, which aims to meet customer needs effectively [2] Group 1: Product Layout - The "1" in the layout represents the company's understanding of the entire machine system, ensuring a comprehensive grasp of customer requirements [2] - The "4" refers to four categories of assembly products: rotating joint modules, actuator modules, dexterous hand modules, and thermal management modules [2] - The "N" signifies the numerous components supporting the four main modules, including motor modules, micro motors, body structural parts, and heat exchangers [2] Group 2: Customer Collaboration - The company has formed partnerships with several key clients, with some product categories already in supply and others still in the development phase [2]

Group 1 - The company has established a clear product layout in the field of embodied intelligence, defined as 1+4+N, where 1 represents a comprehensive understanding of the entire system to meet customer needs [1] - The four categories of assembly products include rotary joint modules, actuator modules, dexterous hand modules, and thermal management modules [1] - The N represents various components supporting the four main modules, including motor modules, micro motors, body structure parts, and heat exchangers [1] Group 2 - The company has formed partnerships with several key clients, with some product categories already in supply and others still in the development phase [1] - There is ongoing inquiry from investors regarding which components and modules have received product certification from major clients and which categories have established strong strategic supply relationships [3]

Group 1: Company Overview and Core Competencies - The company is a global leader in precision transmission components, with a strong market position in multiple segments, particularly in the automotive sector [3][4] - It has developed a comprehensive R&D and manufacturing capability across the entire supply chain, ensuring product quality and technological advancement [3][4] - The company has successfully transitioned into the humanoid robot sector, leveraging its existing technology and market position [3][4] Group 2: Strategic Transition to Robotics - The strategic shift from automotive precision transmission to humanoid robotics has yielded significant progress, including the establishment of a dedicated R&D team for robotic modules [4][5] - The company has achieved a production capacity of 100,000 sets for roller screws and is planning for a scalable production of 1 million sets [4][5] - Client validation has been successful, with initial samples provided to leading domestic and international humanoid robot manufacturers [5][11] Group 3: Future Plans and Market Positioning - The company aims to become a top global provider of intelligent transmission solutions, focusing on applications in humanoid robots, smart vehicles, and low-altitude aircraft [6][7] - Continuous investment in R&D is planned to enhance product precision and efficiency, particularly in electric cylinders and robotic systems [6][7] - The company is expanding its production capacity and global footprint, with investments in Thailand and partnerships with international distributors [6][7] Group 4: Product Development and Technological Advancements - The company has developed advanced grinding machines with improved precision, efficiency, and stability, enhancing production capabilities [8][9] - The second-generation grinding machines are expected to achieve a monthly capacity of 40 units by June 2026, supporting the production of precision screws [10] - The company has introduced a range of roller screws tailored for humanoid robots, with 17 product variations covering various joints [11][12] Group 5: Collaboration and Innovation - The partnership with Tsinghua University focuses on collaborative innovation in the development of modular platforms for automotive applications [15][16] - Tsinghua's role includes foundational research, subsystem development, and talent collaboration, enhancing the company's technological capabilities [16][17] - The collaboration aims to establish a sustainable and open technology system for intelligent chassis solutions [19][20]

Group 1 - The core viewpoint of the article is that Lixing Co., Ltd. has developed a new business line called NexForce, which is based on over 30 years of experience in the manufacturing industry [1] - The rotating joint module has passed the solution of a leading domestic humanoid robot manufacturer and is currently in the small batch sample testing phase [1]

Core Insights - Lixun's NexForce is a new business line developed based on over 30 years of experience in manufacturing, currently testing rotary joint modules with a leading domestic humanoid robot manufacturer [1] - The company is set to showcase its NexForce series core joint modules, including harmonic joint modules, rotary planetary drive modules, and linear joint modules at the 2025 World Embodied Intelligence Expo [2] Group 1 - NexForce has successfully passed the initial testing phase for its rotary joint modules and is currently in small batch sample testing [1] - The company is actively engaging with investors and providing updates on its product development and testing progress [1] - The participation in the upcoming expo indicates the company's commitment to showcasing its technological advancements and competitive advantages in the robotics sector [2] Group 2 - Investors are inquiring about the advantages of Lixun's products compared to similar offerings in the market, as well as the specific application scenarios and global sales reach [2] - The company is currently sending samples to a domestic embodied intelligence enterprise for validation, indicating a proactive approach to market entry and product verification [2]

Group 1 - The core viewpoint of the article is that Hangcha Group (603298) is exploring advancements in its wheeled logistics humanoid robots by potentially integrating a combination of rotary and linear motion systems in the future [1] Group 2 - Currently, the company's wheeled logistics humanoid robots utilize a rotary joint module, which consists of a harmonic reducer and a motor [1]

证券日报网12月12日讯震裕科技（300953）在12月11日回答调研者提问时表示，根据公司2025年半年报 披露：公司在组件产品产业化的基础上，不断迭代系统集成，通过加工工艺的不断改进，加速反向式行 星滚柱丝杠—线性执行器模组—高度集成仿生臂的迭代；考虑到为客户整机减重、减小发热量已迭代至 第三代产品，相比上一代产品减重22.5%，执行器装机工况表面温度降低13%，已具备规模化量产能 力；模组体积较前代缩小30%以上；下一代高度集成化模组正在开发，预计下半年推出市场。此外还通 过微型滚柱丝杠、微型滚珠丝杠、微型行星齿轮组及微型蜗杆齿轮等组件的产业化为下游客户灵巧手硬 件提供定制化的集成方案。明年公司将推出旋转关节模组。 ...