Strengthening Top - level Design

In 2025, the Humanoid Robot Innovation and Development Action Plan was implemented, clearly supporting the localization of core components such as bearings, with a focus on high - precision and long - life bearing technologies. Bearing industry clusters in Zhejiang, Jiangsu and other places have introduced special support policies, such as Zhejiang's "Bearing Industry Upgrading Fund" and Jiangsu's "Precision Manufacturing Innovation Center", which directly stimulate market demand.

Unifying Technical Standards

The Ministry of Industry and Information Technology has promoted the "Interoperability Standards for Humanoid Robot Bearing Performance", and enterprises such as Guangyang Co., Ltd. and Wuzhou Spring have participated in its formulation, reducing the collaborative cost of enterprises by 30%.

From "Precision Manufacturing" to "Intelligentization"

High - Precision Machining Technology

In terms of precision requirements, the precision of bearings for humanoid robots needs to reach P4 level (error ≤ 0.001mm), far exceeding that of traditional industrial bearings. In terms of technological breakthroughs, Guangyang Co., Ltd. has achieved a breakthrough in bearing precision through nanometer - level machining technology, with a yield rate of 95%.

Long - Life Material Technology

In terms of material innovation, the ceramic bearings developed by Wuzhou Spring have a service life three times longer than that of steel bearings and can withstand high temperatures of 800℃. In terms of surface treatment, Wafangdian Bearing Group has improved the wear resistance of bearings and extended their service life through surface coating technology.

Intelligent Detection Technology

In terms of online detection, C&U Group has introduced an AI visual inspection system to achieve real - time identification of bearing defects, improving the detection efficiency by 50%. Driven by data, Luoyang LYC Bearing has optimized the production process through big data analysis, increasing the yield rate by 10%.

Advantages of Enterprises in Different Segments

High - Precision Bearings

Guangyang Co., Ltd. is the exclusive supplier of bearings for humanoid robots, with high technical barriers and a gross profit margin of over 45%. Wuzhou Spring is technologically leading in ceramic bearings and benefits from Tesla's orders.

Long - Life Bearings

Wafangdian Bearing Group has leading surface coating technology, and the service life of its bearings is twice that of traditional bearings. Luoyang LYC Bearing has a leading yield rate in the industry through big data optimization of the production process.

Intelligent Detection

The AI visual inspection system of C&U Group has improved efficiency by 50% and reduced costs by 30%. The market share of Tianshan Horse - Racing Co., Ltd.'s intelligent detection equipment exceeds 60%, and its orders are full.

Equipment Manufacturers

Lead Intelligent Equipment has laid out bearing production equipment and benefits from the expansion tide. AVIC Hi - Tech is a supplier of aviation bearing equipment with leading technology.

Investment Strategy: Focus on Technologically Leading and Domestic Substitution Targets

In the short term, pay attention to event catalysis: Events such as the mass production of Tesla Optimus and the release of policies may cause fluctuations in the sector.

In the medium term, focus on technological positioning: Enterprises with core technologies (such as high - precision machining and long - life materials) have deeper moats.

In the long term, focus on domestic substitution: Layout in 细分领域 (such as high - precision bearings and intelligent detection) that benefit from 国产化 policies.

Bearings for humanoid robots are not only a microcosm of technological breakthroughs but also an important engine for the upgrading of China's manufacturing industry. Driven by policy dividends and technological breakthroughs, A - share enterprises with technological precipitation and domestic substitution capabilities may occupy a key position in the global industrial change.