Hauv tsib xyoos tom ntej no, ib pab pawg neeg tsim khoom tau ua tiav cov txheej txheem thev naus laus zis, cov txiaj ntsig zoo, thiab kev hloov pauv hauv tsev hauv cov ntsiab lus tseem ceeb yuav dhau los ua tus tsav tsheb tseem ceeb ntawm kev lag luam neeg hlau txoj kev loj hlob thiab tsim nyog tau txais kev saib xyuas tshwj xeeb. Muab qhov tam sim no tus qauv ntawm humanoid robots accelerating ntawm loj ntau lawm, cov nram qab no manufacturers sawv tawm nyob rau hauv reducers, servo systems, sib koom modules, sensors, thiab upstream manufacturing.
Reducers: Lub zog tseem ceeb ntawm kev hloov pauv hauv tsev, nrog kev txhim kho tsis tu ncua thiab sib xws.
Green Harmonic Drive: Lub tuam txhab ua lag luam hauv tsev ntawm kev sib haum xeeb reducers, nrog rau cov khoom precision ncav cuag thoob ntiaj teb. Nws cov khoom lag luam hauv tsev tau kwv yees kom tshaj 40% los ntawm 2025, thiab nws cov nqi tsev yog 50% qis dua Harmonic Drive. Nws yog tus xa khoom tseem ceeb rau OEMs xws li Unitree Robotics thiab UBTECH Robotics.
Riften Harmonic Drive: tsom mus rau qhov siab -load scenarios, nws LFRV series ua tau zoo heev nyob rau hauv dynamic teb thiab lifespan xeem thiab tau nkag mus rau Tesla Optimus mov saw chain verification theem.
Boruspan: Ib tug pioneer nyob rau hauv domestically tsim planetary cov menyuam screws, muab thrust ceev ntau tshaj peb npaug ntawm cov pob screws, nrog ib tug domestic nqi tsev 30% -40% qis. Daim ntawv thov loj hauv kev lag luam humanoid robots yuav tsum pib hauv 2026.
Servo Systems thiab Joint Modules: High integration drives txo nqi rau tag nrho lub tshuab.
Yiyou Technology: Launches "plaub-hauv-ib" kev sib koom ua ke module (motor + reducer + driver + encoder), ua kom tiav qhov tseeb ntawm 0.01 degrees. Automated ntau lawm kab sib sau ua ke ib qho module txhua 70 vib nas this, txo cov nqi tsev ntawm 3000 RMB mus rau qis dua 1000 RMB, lub zog tseem ceeb tsav tsheb tag nrho cov nqi ntawm 100,000 RMB.
Huichuan Technology: Ib tus neeg sawv cev ntawm domestically tsim frameless torque motors, ua tiav thoob ntiaj teb advanced torque ceev. Nqe ntawm 900-1300 RMB, tsuas yog ib qho -peb tus nqi ntawm Maxon cov khoom tuaj txawv teb chaws, nws twb tau tsim ntau thiab siv los ntawm ntau lub tuam txhab humanoid robots.
Kev hloov pauv Precision: Hloov los ntawm cov neeg siv khoom siv hluav taws xob OEM, nws muaj ib qho - nres kev ua haujlwm rau cov hlau thiab tsis yog - cov khoom hlau. Nws tab tom txhim kho "kev quab yuam- tswj kev sib koom ua ke" nrog lub zog torque, ua kom muaj kev sib cuam tshuam zoo, thiab tau ua tiav cov neeg siv khoom ua piv txwv.
Sensors: quab yuam tswj thiab pom kev sib koom ua ke, txo tus nqi tseem ceeb los ntawm kev tsim khoom hauv tsev.
Xinjingcheng thiab Minxin Micro: Ob lub tuam txhab ua lag luam hauv tsev ntawm rau - qhov ntev ntawm lub zog sensors, lub hom phiaj rau kev tsim khoom loj los ntawm 2025, nrog rau chav tsev nqi poob qis dua 2000 RMB (cov khoom xa tawm raug nqi kwv yees li 6000 RMB). Dav dav siv hauv kev ua haujlwm precision xws li kev sib tsoo thiab sib dhos.
Weijing Intelligent: Nws tus kheej -tsim ViEye stereo vis dis aus system boasts sub- millimeter lees paub qhov tseeb thiab tau siv rau Xiaowei humanoid neeg hlau, ua tiav kev txheeb xyuas qhov tseeb thiab xaiv cov paj rwb paub tab ntawm cov paj rwb hauv Xinjiang, tsis txhob yuam kev.
Yuequan Bionics: Yingshou Y-HandM2 dexterous txhais tes sib koom ua ke bionic nruj- yoog raws kev sib txuas, txhawb nqa 33 qhov kev txiav txim siab nrog kev nkag siab zoo tshaj li 96%, sawv cev rau kev ua tiav hauv cov txiaj ntsig hauv tsev.
