政策端持续发力、产业巨头积极入局，人形机器人赛道迎来多重利好催化。 为进一步了解产业发展现状，《科创板日报》记者近期采访了国内人形机器人产业链企业在减速器、控制器、伺服电机三大核心零部件领域 的多家企业。 从了解到的整体情况看， 在人形机器人核心零部件方面，部分企业已有小规模量产，或处于样品测试及市场开拓阶段；其他企业则尚处于 布局、研发阶段。 2025年，被不少业内人士称为"人形机器人量产元年"。这一判断并非空穴来风，来自产业链的信号已开始清晰显现。据MIR睿工业预测， 2025-2030年，人形机器人将以83%的复合增长率高速扩容，预计2030年人形机器人产量将达到23万台。 天使投资人、人工智能专家郭涛在接受《科创板日报》记者采访时表示， 目前人形机器人在产业化起步阶段，处于规模化、产业化前夜， 行业仍存在核心零部件制约、商业模式待验证等诸多挑战，人形机器人本身正经历从"功能替代"到"价值共创"的关键跃迁阶段。 部分零部件厂商处于样品试生产阶段 随着人形机器人加速量产，作为"关节"核心部件的精密减速器，也将迎来新一轮产能与技术的全面较量。根据负载不同，减速器可划分为谐 波减速器、行星减速器和RV减速器。 ...

Group 1 - The stock price of Hechuan Technology closed at 47.46 yuan on August 11, 2025, with an increase of 0.35 yuan, representing a rise of 0.74% [1] - The trading volume on that day was 41,708 hands, with a transaction amount of 198 million yuan [1] - Hechuan Technology focuses on the research, development, manufacturing, and sales of industrial automation products, including servo systems and controllers [1] Group 2 - The company's products are widely used in humanoid robots and intelligent manufacturing [1] - At the 2025 World Robot Conference, Hechuan Technology showcased core components for humanoid robots, including finger joint actuators and dexterous hand assemblies [1] - The linear joint actuator product can support a load of up to 50 kilograms, and the company is currently providing sample testing to customers, with mass production not yet achieved [1] Group 3 - On August 11, 2025, the net outflow of main funds for Hechuan Technology was 2.4198 million yuan, with a cumulative net outflow of 37.676 million yuan over the past five days [1]