BOTON TECHNOLOGY(300031)2025-05-13 12:34Group 1: Company Overview and Strategy - Baotong Technology has signed a cooperation agreement with Yushu Technology for the secondary development of industrial robots, with successful testing in steel and power industries [1][2] - The company aims to promote the large-scale application of robotics technology in energy and manufacturing sectors through an "AI + Industry" strategy [2] Group 2: Subsidiary Establishment - The establishment of Wuxi Tailis Electric Drive Technology Co., Ltd. (Tailis) is driven by strong market demand and prior validation [3] - Tailis focuses on developing core control and drive components for robots, leveraging years of experience in industrial intelligent control [3] Group 3: Team and Expertise - Tailis's R&D team has nearly 20 years of experience in micro-motor design and manufacturing, having served leading companies like Tesla and Hikvision [4] - The team possesses deep knowledge in electric motor design and has achieved full domestic intellectual property rights in their projects [4] Group 4: Technological Advantages - Tailis produces the world's smallest mass-produced frameless torque motor, with a diameter of 10mm, breaking foreign monopolies and enabling import substitution [5] - The micro frameless torque motor offers torque density and power density advantages, being nearly 10 times greater than traditional cup motors [5] Group 5: Market Potential - The micro-motor market in China is projected to exceed 200 billion yuan in 2024, with humanoid robot motors expected to grow by 380% [8] - Tailis aims to become a leading manufacturer of micro-special motors in China, supported by its technological reserves and experience [8]