技术协同与生态构建成为双林股份长远发展的重要支撑。公司与清华大学建立深度产学研合作，双方聚 焦分布式电驱动角模块等前沿技术联合研发，不仅强化了公司的技术储备，更为其在特种车辆、智能移 动平台等新赛道的布局注入创新动能，展现了公司以开放协同姿态推动产业升级的发展理念。 1月6日，双林股份"精·无止境，驱·动未来"主题投产仪式在宁海圆满落幕，公司"十万套丝杠产线"与科 之鑫第二代高精度磨床同步正式投产。与会嘉宾先后走访了双林股份HDM工厂、滚柱丝杠中试线及十 万套丝杠量产产线。 双林股份表示，明确将"推动滚柱丝杠技术普及"作为核心使命，未来将持续通过自主研发与全产业链协 同，推动高精度丝杠产品在机器人、精密仪器、高端装备等多个领域的市场化应用，让人形机器人及其 他高端装备的核心部件真正实现普惠化。此次投产仪式是公司战略转型的关键一步，后续双林股份将坚 持"技术创新+全球布局"的发展战略，稳步向传动驱动智能零部件转型升级目标迈进，为高端装备制造 业高质量发展注入新动力。（厉平） 公司表示，作为此次投产的核心装备，科之鑫第二代高精度磨床实现了多项关键技术突破。该系列磨床 采用大理石床身与主动恒温控制系统，搭配液体静压 ...

证券日报网讯1月7日，艾迪精密（603638）在互动平台回答投资者提问时表示，公司目前有滚珠丝杠、 行星滚柱丝杠、直线导轨等产品。人形机器人的核心部件，如线性执行器、旋转执行器等产品近期面 世。 ...

格隆汇1月7日丨艾迪精密(603638.SH)在投资者互动平台表示，公司目前有滚珠丝杠、行星滚柱丝杠、 直线导轨等产品。人形机器人的核心部件，如线性执行器、旋转执行器等产品近期面世。 ...

格隆汇1月7日丨艾迪精密(603638.SH)在投资者互动平台表示，公司目前有滚珠丝杠、行星滚柱丝杠、 直线导轨等产品。人形机器人的核心部件，如线性执行器、旋转执行器等产品近期面世。 ...

（原标题：雷迪克(300652.SZ)：在机器人关键核心部件与模组总成产品方面与国内外多家客户建立并保持了良好合作关系） 格隆汇1月5日丨雷迪克(300652.SZ)近日在线上交流活动中表示，公司近期深入布局精密传动领域，通过内部整合与外部投资并举的方式，具备了 独立开发生产汽车丝杠、人形机器人滚柱丝杠、行星滚柱丝杠以及微型丝杠、交叉滚子轴承等新产品的能力。同时，公司积极响应市场变化，向 线性执行机构模组、灵巧手模组等总成产品转型，在机器人关键核心部件与模组总成产品方面与国内外多家客户建立并保持了良好合作关系。 在此期间，公司与2025年11月投资收购上海傲意信息科技有限公司(以下简称"傲意科技")20.41%的股权，并携手傲意科技共同设立浙江雷傲机器 人有限公司(公司持股90%)，作为公司机器人关节模组、灵巧手模组总成产品的研发、生产平台，全面深度加强在具身智能相关领域的"机电软一 体化"能力。 | 食品饮料ETF | 游戏ETF | | --- | --- | | (产品代码: 515170) | (产品代码:159869) | | ★ 跟踪：中证细分食品饮料产业主题指数 | ★ 跟踪：中证动漫游戏指数 ...

文 / 赵娜 在日前发布的《全国经开区高质量发展报告2025》（以下简称《报告》）中，昆山开发区位列全 国第二。报告发布之时，正值各地围绕新一轮高质量发展目标，持续优化营商环境的关键阶段。 进入"十五五"前期，营商环境正在从一项重要工作，转变为衡量区域竞争力的核心尺度。如何通 过更加稳定、透明、可预期的制度安排，激发市场主体活力、支撑产业转型升级，成为国家级经 开区普遍面对的现实课题。 在这一背景下，21世纪经济研究院选取商务部2021—2024年度国家级经开区综合发展水平考核中 排名前列的20家经开区作为研究对象，对其高质量发展状况、阶段性进展和制度实践进行系统梳 理，并结合典型案例，对各地2024年度营商环境便利度表现进行专章分析。 从报告视角回看，昆山开发区此次位列全国第二，并非源于某一项指标的"突进"，而是产业 基础、制度供给与项目交付能力在长期运行中相互叠加、逐步显现的结果。 项目招引：从单点突破到制度支撑 过去4 0年来，国家级经开区不断推进管理体制和运行机制改革，逐步形成以管委会为核心、 市场化运作相配套的治理模式，为项目落地提供了制度基础。 《报告》将"以并联审批等举措擦亮'昆如意''开心办' ...

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]

Investment Rating - The report does not explicitly state an investment rating for the industry. Core Insights - The dexterous hand is a high-degree-of-freedom robotic end effector that mimics human hand functionality, providing flexibility and adaptability that surpass traditional mechanical grippers. It is a critical component of humanoid robots, accounting for approximately 20%-30% of the total cost of the robot. The future value of humanoid robots will largely depend on the dexterous hand's flexibility and collaborative capabilities [4][5]. Summary by Sections 1. Key Technologies and Comparison of Dexterous Hands - The design of dexterous hands is inspired by the complex structure and functionality of human hands, enabling robots to perform diverse tasks such as grasping and manipulation. A typical dexterous hand system consists of four key components: drive system, transmission system, sensor system, and control system [13][14]. - The trend in dexterous hand technology is towards electric drive systems combined with composite transmission and tactile sensing [14][22]. 2. Drive Devices: Domestic Competitive Advantages - Electric motor drives are the mainstream technology due to their precision and cost-effectiveness. The report highlights that the demand for motors will increase with the rise in degrees of freedom in dexterous hands, presenting market opportunities for suppliers of hollow cup motors and brushless gear motors [5][22]. 3. Transmission Methods: Ball Screw Advantages - The report indicates that ball screw transmission is becoming a dominant trend in dexterous hand design due to its high load-bearing capacity and precision, making it suitable for industrial applications [35][41]. 4. Sensors: Increasing Sensor Count - The report notes that the number of sensors in dexterous hands is on the rise, with various types including tactile, force, and position sensors being utilized to enhance interaction with external objects [47][52]. 5. Dexterous Hands and Related Industry Chain - The dexterous hand represents a high-value component with significant barriers to entry, indicating a robust market potential for companies involved in its development and production [5][44].

Investment Rating - The report assigns a "Buy" rating for the company, indicating a potential upside of 15% to 35% from the current price [6]. Core Insights - The company is positioned as a leader in the industrial control sector, benefiting from a gradual recovery in the industry driven by equipment upgrades and policy support. The domestic market for general servo systems is expected to grow by 10.1% year-on-year in Q3 2025, with an annual growth forecast of 7.4% [6]. - The company has successfully increased its market share in key segments, with a reported market share of 32.0% in general servo systems, 22.0% in low-voltage frequency converters, and 8.2% in industrial robots as of H1 2025, reflecting significant year-on-year increases [6]. - The company is expanding its capabilities in AI and humanoid robot components, with a successful launch of its iFG platform for industrial AI software, transitioning from a hardware provider to a platform-based enterprise [6]. Summary by Sections Company Overview - The company operates in the electrical equipment industry, with a current A-share price of 73.30 RMB and a target price of 88 RMB [1]. - The company has a market capitalization of 173.87 billion RMB and a total share count of approximately 2.71 billion [1]. Financial Performance - For the first three quarters of 2025, the company reported revenues of 31.66 billion RMB, a year-on-year increase of 24.7%, and a net profit of 4.25 billion RMB, up 26.8% year-on-year [6]. - The forecasted net profits for 2025, 2026, and 2027 are 5.55 billion RMB, 6.40 billion RMB, and 7.40 billion RMB, respectively, with corresponding year-on-year growth rates of 27.6%, 17.5%, and 14.4% [6][8]. Market Position - The company has a strong market presence, with significant shares in various product categories, including 42.9% in general automation and 45.2% in the new energy vehicle and rail transit sectors [2]. - Institutional investors hold 21.5% of the circulating A-shares, indicating a solid interest from larger investment entities [3]. Future Outlook - The company is expected to maintain rapid growth in revenue and profit due to increased investments in fragmented and project-based markets, alongside the anticipated commercialization of humanoid robots in 2026 [6].

Core Viewpoint - Recently, Hefei Sairis Intelligent Transmission System Co., Ltd. completed a multi-million RMB Series A financing round, led by Dongfang Jiafu and followed by Jiayi Venture Capital, with Dianshi Capital serving as the exclusive financial advisor. The funds will primarily be used for the large-scale production capacity construction of ball screws and planetary roller screws, new product development, and expanding market applications in strategic industries such as humanoid robots and automotive [1]. Group 1 - Sairis, established in 2021, is a global supplier of intelligent transmission systems, focusing on the R&D, production, and sales of high-precision screws and related mechatronic components. The company has built a product matrix centered on "micro ball screws + planetary roller screws" and has extended into linear modules and servo cylinders [1]. - The company has a wide customer base covering various high-end precision transmission scenarios, including laser cutting, 3C electronics, semiconductors, medical devices, humanoid robots, welding robots, and automotive [1]. - High-precision micro ball screws and planetary roller screws are core components that require high standards in materials, design, heat treatment, composite processing technology, molds, and equipment, necessitating long-term dedication to establish system-level know-how and product competitiveness, which has historically been dominated by foreign manufacturers [1]. Group 2 - Sairis has established significant core technological barriers, achieving domestic leading C0-level precision in the high-precision micro ball screw field, with a repeat positioning accuracy of ±0.0003mm, providing critical support for precision motion control in high-end equipment, and leading the domestic market share [2]. - In the planetary roller screw field, the company pioneered cold rolling technology, significantly reducing production costs while greatly shortening delivery cycles [2]. - The company has self-manufactured core equipment, including CNC external thread grinding machines, CNC internal thread grinding machines, CNC rolling machines, testing instruments, and rolling molds, creating a vertical chain from process to equipment to support high consistency and scalable delivery [2].