证券日报网讯1月9日，微光股份（002801）在互动平台回答投资者提问时表示，机器人(人形机器人)核 心零部件是公司打造的战略板块，已取得初步成效，公司已和较多的机器人(人形机器人)公司建立了合 作关系，伺服电机销售收入已超亿元，无框力矩电机、关节模组等已对外销售，具体客户名单不便披 露。 ...

（记者 张海妮） 每经AI快讯，有投资者在投资者互动平台提问：公司目前正在开发空心杯电机、无框力矩电机及配套 驱动系统零部件，并进行相关产线规划，在驱动器、光编、"小脑"控制等领域具备相关技术储备。 请 问目前有什么进展？是否有送样？有哪些合作伙伴？ 信捷电气（603416.SH）1月9日在投资者互动平台表示，公司在人形机器人领域进行了多个方面的开发 和布局。在核心零部件上，公司已经开发出空心杯电机和无框力矩电机，产品应用在旋转关节、直线关 节、灵巧手等。同时，根据客户的现场实际情况和参数表现，进行定制化的产品开发，从而满足客户对 于电机供应的高性能、多样化需求。在编码器产品上，公司具有深厚的技术积累和产品积累，并具备完 善的生产产线，能够为机器人提供品质优异的编码器产品，产品种类涵盖了电感式编码器、磁性编码 器、光学编码器。同时，储备了驱动器、更高性能光学编码器、机器人"小脑"控制等相关技术。目前， 公司已组建人形机器人研发软硬件团队和市场业务拓展团队，负责客户拓展和市场洞察等。 ...

每经AI快讯，微光股份（002801.SZ）1月9日在投资者互动平台表示，机器人（人形机器人）核心零部 件是公司打造的战略板块，已取得初步成效，公司已和较多的机器人（人形机器人）公司建立了合作关 系，伺服电机销售收入已超亿元，无框力矩电机、关节模组等已对外销售，具体客户名单不便披露。 （文章来源：每日经济新闻） ...

信捷电气（603416.SH）1月9日在投资者互动平台表示，公司机器人核心零部件产品已实现实质性商业 化突破，形成"技术落地-市场验证-规模增长"的良性循环。其中，高性能编码器完成批量供货，合作客 户涵盖行业头部企业；无框力矩电机业务则聚焦客户个性化需求，目前已与多家企业达成业务合作，正 加速推进定制化机型的开发与适配工作，未来有望快速扩大市场份额，成为公司新的业务增长点。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：公司现在有无相关机器人方面的订单？ ...

证券日报网讯1月8日，江苏雷利（300660）在互动平台回答投资者提问时表示，公司在人形机器人领域 储备空心杯减速电机、线性传动组件、无框力矩电机等产品，正在多家机器人厂商进行送样和客户验 证。控股子公司鼎智科技获评智元机器人优秀合作伙伴。其他具体合作情况请关注公司后续公告。 ...

格隆汇1月8日丨江苏雷利(300660.SZ)在互动平台表示，公司在人形机器人领域储备空心杯减速电机、 线性传动组件、无框力矩电机等产品，正在多家机器人厂商进行送样和客户验证。控股子公司鼎智科技 获评智元机器人优秀合作伙伴。 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [2][6]. Core Insights - The company has been focused on linear drive systems for over 30 years and has achieved significant global expansion, becoming a leading player in the linear drive market with over 30% market share in electric sofa push rods [3][12]. - The linear drive market is expected to grow significantly, with a projected global market size of approximately $8.694 billion in 2025, reaching $10.38 billion by 2032, with a CAGR of 2.6% from 2026 to 2032 [4][50]. - The company is actively expanding into the humanoid robot sector, leveraging its strong technical capabilities in electromechanical integration [5][94]. Summary by Sections 1. Leading Company in Linear Drives - The company has established itself as a leader in the linear drive industry, with a focus on diverse application scenarios including smart homes, medical care, and automotive components [3][12]. - The company has a significant presence in North America and Europe, with a notable market share in electric sofa push rods [3][12]. 2. Broad Market Prospects for Linear Drives - The linear drive market is expanding into various fields, driven by global consumption upgrades and technological advancements [4][50]. - The smart home market is projected to grow to $173 billion by 2025, with a CAGR of 8.9% from 2022 to 2025 [58]. - The smart office market is expected to reach $51.63 billion in 2024, with a CAGR of 13.6% until 2029 [63]. 3. Strong Electromechanical Integration Capabilities - The company has developed a comprehensive vertical integration manufacturing system, allowing for in-house production of key components [5][94]. - The company is focusing on core motor technology and has made strategic investments in related fields such as gear reducers and joint modules [7][94]. 4. Profit Forecast and Rating - Revenue forecasts for 2025-2027 are projected at 1.378 billion, 1.530 billion, and 1.714 billion yuan respectively, with net profits expected to be 0.55 billion, 0.89 billion, and 1.11 billion yuan [6][8]. - The company is expected to gradually improve its profitability as overseas production capacity utilization increases and tariff impacts diminish [3][6].

证券日报网讯1月6日，昊志机电（300503）在互动平台回答投资者提问时表示，公司在机器人领域深耕 多年，拥有成熟的技术积累和产品经验，公司现在很多机器人零部件的核心指标全面超过国际一流产 品，成功实现领跑。以谐波减速器为例，公司生产的谐波减速器产品传动精度比国际主流产品提升近一 倍、振动幅度比国外产品降低30%以上，可满足医疗、芯片制造等高端场景对"零晃动"的严苛需求。目 前公司减速器、低压驱动器、力矩传感器、无框力矩电机、编码器已全部实现国产自研，部分产品可应 用于航天航空领域。截至目前，公司机器人核心功能部件的相关业务的销售收入较小，尚不会对公司业 绩产生重大影响，敬请广大投资者谨慎决策，注意投资风险。 ...

格隆汇1月6日丨昊志机电(300503.SZ)在互动平台表示，公司在机器人领域深耕多年，拥有成熟的技术 积累和产品经验，公司现在很多机器人零部件的核心指标全面超过国际一流产品，成功实现领跑。以谐 波减速器为例，公司生产的谐波减速器产品传动精度比国际主流产品提升近一倍、振动幅度比国外产品 降低30%以上，可满足医疗、芯片制造等高端场景对"零晃动"的严苛需求。目前公司减速器、低压驱动 器、力矩传感器、无框力矩电机、编码器已全部实现国产自研，部分产品可应用于航天航空领域。 截 至目前，公司机器人核心功能部件的相关业务的销售收入较小。 ...

Group 1 - Fenglong Co., Ltd. (002931) is located in Shaoxing, Zhejiang, specializing in precision manufacturing with core businesses in garden machinery, automotive parts, and hydraulic systems. The company has accumulated full-chain production capabilities and multiple patented technologies. By the end of 2025, humanoid robot leader UBTECH will complete its acquisition of a controlling stake in Fenglong, making it UBTECH's first subsidiary listed in A-shares. This acquisition represents a deep industrial synergy, as UBTECH needs mature manufacturing capabilities to support mass production, which Fenglong can provide for core components like joints and transmission systems [1][1][1] - Haoshi Electromechanical (300503) is headquartered in Guangzhou, Guangdong, and is a key player in the core components of humanoid robots, focusing on the research and development of frameless torque motors, harmonic reducers, and six-dimensional torque sensors. The company is a core supplier for Yuzhu Technology, with its components applied in the joint drive systems of quadruped and humanoid robots. Additionally, it has partnered with UBTECH to establish an innovation center for humanoid robots, tackling core technologies like six-dimensional sensors [2][2][2] - Tianqi Co., Ltd. (002009) is based in Wuxi, Jiangsu, and focuses on humanoid robot research in the industrial manufacturing sector, avoiding the C-end household scene. The company has established a joint venture with UBTECH to share core technologies and has built the first automotive working condition robot training base in Wuxi. It has signed long-term agreements with multiple automotive manufacturers, becoming a practical player in the commercialization of humanoid robots [3][3][3] Group 2 - Wuzhou Xinchun (603667) is a leading company in China that has achieved mass production of planetary roller screws, which are critical for the joint transmission of humanoid robots. The company has become an indirect first-level supplier to Tesla's Optimus through Hangzhou Xinjian Transmission, and its products meet international standards. It has also successfully entered the supply chains of major domestic clients like Huawei and ByteDance [4][4][4] - Zhejiang Rongtai (603119) is based in Jiaxing, Zhejiang, originally a leader in new energy vehicle insulation materials and a core supplier to Tesla. Starting in 2025, the company will enhance its humanoid robot business through acquisitions, including the acquisition of Diz Precision, which specializes in ball screws and electric cylinders, core components for humanoid robot joints [5][5][5] - Zhaowei Electromechanical (003021) is headquartered in Shenzhen, Guangdong, and specializes in micro transmission and drive systems, achieving technological breakthroughs in humanoid robot dexterous hands. The company has deeply penetrated the supply chains of leading humanoid robot companies like Tesla and Figure, supplying key components such as dexterous hand modules and micro hollow cup motors [6][6][6] Group 3 - Wolong Electric Drive (600580) is a leading company in the domestic motor sector, with a strong layout in humanoid robot joint power systems. It is the exclusive supplier of frameless torque motors for UBTECH's Walker S2 humanoid robot, which is a core power component for joint operation [7][7][7] - Orbbec (688322) is a domestic leader in the 3D vision field, providing critical visual perception capabilities for robots. The latest dual-camera 3D module it developed is used in UBTECH's Walker S2 humanoid robot, aiding in precise sorting operations in industrial scenarios [8][8][8] - Shangwei New Materials (688585) is based in Shanghai and specializes in high-performance materials. It is the exclusive supplier of adhesives for UBTECH's Walker S2 humanoid robot, providing carbon fiber joint adhesives and lightweight structural materials essential for the robot's stability and lifespan [9][9][9] Group 4 - Mingzhi Electric (603728) focuses on precision motors and motion control, being the only manufacturer globally to achieve mass production of slotless hollow cup motors. These motors are suitable for humanoid robot dexterous hands and finger joints, having been validated by Tesla's Optimus Gen2 [10][10][10] - Zhucheng Technology (301280) specializes in precision connector research and has established a significant presence in the robot industry chain. It is the exclusive supplier of connectors for UBTECH's entire series of humanoid robots, ensuring stable control and signal transmission [11][11][11] - Far East Co., Ltd. (600869) is based in Wuxi, Jiangsu, and provides key supporting components for humanoid robots, including robot cables and batteries. Its cables have been adapted for various joint movements in humanoid robots, and its cylindrical battery packs have been successfully integrated into industrial quadruped robots [12][12][12]