混合动力矿山人形机器人

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人形机器人潜力股,低价+稀缺性,有望持续增长!
Sou Hu Cai Jing· 2025-07-22 13:26
Industry Overview - The humanoid robot industry is experiencing significant growth, driven by advancements in production materials and components, as well as strong policy support [1] - Numerous tech giants, including Huawei, Xiaomi, Vivo, Tencent, Ant Group, and others, are now involved in the research and production of humanoid robots, indicating a trend towards large-scale mass production [1] - This trend is fostering the development of the entire humanoid robot supply chain, benefiting over a hundred software and hardware companies in areas such as motors, reducers, materials, and energy storage [1] Company Highlights - **Shengtong Co., Ltd.**: The company has developed multiple humanoid robots under its Zhongming Robotics brand, targeting various applications such as performance and programming education. Additionally, it is expanding into drone and smart mechanical dog product lines [3] - **Sichuan Jinding**: This company has launched the world's first "hybrid power mining humanoid robot" and achieved technological breakthroughs in autonomous charging robots, showcasing its technical strength and market potential in specific fields [3] - **GAC Group**: As a well-known automotive manufacturer, GAC Group has made significant strides in humanoid robotics, developing a second-generation intelligent robot equipped with dexterous hands and variable wheel feet. The company is also working on flying cars to expand into low-altitude economic scenarios [3] - **Ningbo Yunsheng**: As a supplier of rare earth permanent magnet materials, Ningbo Yunsheng has begun mass production supply to a major humanoid robot client, highlighting its critical position in the supply chain and potential for sustained growth in the humanoid robot sector [3]