Group 1 - The company Bowei Alloy is a significant supplier for domestic harmonic reducer companies, providing essential tools for the processing of the inner teeth of rigid wheels used in robots [2] - The company's precision cutting wire is applicable in scenarios requiring repeated bending, such as humanoid robot joints, although the humanoid robot industry has not yet reached mass production [2] - Currently, the alloy wire is primarily utilized in the defense industry, as the demand from the humanoid robot sector has not materialized [2]

格隆汇9月10日丨博威合金(601137.SH)在投资者互动平台表示，精密切割丝应用于机器人所用的谐波减 速器的刚轮内齿加工，是国内谐波减速器解决方案必不可少的加工工具。公司是国内重要的头部谐波减 速器公司的重要供应商，同时公司产品可以供应用切割法做谐波减速器的公司。公司的合金线可用于人 形机器人旋转部位反复弯曲使用场景，但由于目前人形机器人尚未量产，合金线依然用于国防工业，人 形机器人行业的用量尚未起来。 ...