From 2023 to 2024, the field of humanoid robots has emerged as a powerful force in China, not only attracting much attention but also becoming a hot spot that capital is vying to pursue. According to the statistics of the GGII Robotics Industry Research Institute, from January to October 2024, there were 69 financing events in the global humanoid robot industry, among which 56 financing events occurred in China, and the total financing amount exceeded the 5 billion yuan mark.

Driven by this capital boom, the humanoid robot industry has witnessed vigorous development. At this year's World Artificial Intelligence Conference (WAIC), 25 latest humanoid robot products from major global robot companies gathered together, becoming the focus of the entire event. Among them, the humanoid robots "Yaoguang" and "Mozi" shone brightly in the opening ceremony performance with their outstanding movement ability and intelligent performance, winning rounds of applause from the audience on the spot. Standing at 1.7 meters tall and weighing only 48 kilograms, they can carry 5 kilograms with one hand. Undoubtedly, they have become a dazzling calling card of China's robotics industry.

This young enterprise, established not long ago, has successfully developed industry-leading high-performance lightweight joint modules in just four years and continuously launched industry-standard products with strong adaptability and outstanding performance. With its outstanding technological strength, the enterprise is representing domestic humanoid robots to stand out and leading the world into a new era of human-robot collaboration.

When it comes to the original intention of establishing the enterprise, it is impossible not to mention the concept of technology for good behind it. While filling the technological gap of robot components, it is also committed to promoting the progress of the industry and bringing more convenience and safety to human life. Its entrepreneurial journey can be traced back to a mechanical hand born in a dormitory. This inspiration not only opened up the path of innovation but also became the driving force for its continuous progress.

In 2020, with Tesla's proposal of the innovative concept of humanoid robots, this field ushered in a new chapter of rapid development. Adhering to the firm belief of taking hardware as the entry point to promote the progress of the humanoid robot industry and thereby accelerate the advent of the era of artificial intelligence. After its establishment, the company has continuously focused on the research and development and manufacturing of mechanical arms, and gradually expanded its research and development focus to the core components of robots - joints.

Joints, as the core component of the overall cost of a robot, account for the highest proportion of the cost. The key to reducing the manufacturing cost of humanoid robots and promoting their commercial application lies in the breakthrough of joint technology. At the same time, joint technology directly determines many key performances of robots, such as the flexibility of their movements and load capacity.
In October 2021, it successfully launched its first integrated joint product, marking its official commercialization. In the following three years, the product underwent a rapid iteration from 1.0 to 3.0. The high-torque lightweight integrated joint developed is the result of the team's independent innovation. Its core parameters such as explosive power, precision, coaxiality and stability have all been continuously optimized and improved.
Take the high-altitude unmanned aerial vehicle (UAV) maintenance project of State Grid as an example. With a load of only 1 kilogram, the product weighs only 2.3 kilograms. Compared with the self-weight of about 5 to 6 kilograms of similar products in the industry, the entire machine is more lightweight, easier to control and respond to adjustments. By carrying a dual-arm robot on a drone, the product successfully completed the maintenance task of high-altitude cables in a 330-kilovolt high-voltage environment.

In terms of performance, it has demonstrated outstanding technical strength. Its joint motor not only leads the domestic market ahead of its existing competitors, but also reaches the torque density level of the world's top companies. The self-research and development rate of up to 90% of the technology has significantly reduced the product cost and further enhanced the market competitiveness.

As one of the few global manufacturers capable of providing a full set of complete specification joint modules for humanoid robots, it has filled the domestic technological gap in high-performance and cost-effective robot joint components. Its strong innovation capabilities have attracted the attention of leading innovation capital. The recent acquisition of tens of millions of yuan in investment is a powerful proof of its technological strength.

This round of financing will help further increase investment in research and development, optimize product performance, reduce costs, and expand market influence. The cooperation between the two sides is not merely a financial investment; it also marks the formation of a synergy at the market end, jointly promoting the development of the humanoid robot industry.

Facing the early development stage of the global humanoid robot industry, enterprises have taken integrated joint modules as the entry point, providing a new solution for cost reduction and efficiency improvement of humanoid robots. This modular solution enables robots of different performances and costs to be assembled as quickly and flexibly as building blocks, thus meeting the diverse and customized market demands. This innovative measure will undoubtedly take a solid step forward for the humanoid robot industry towards large-scale production and application.
The enterprise has provided solid hardware support for the leading domestic humanoid robot software and hardware integrated enterprise. In response to the demands of various application scenarios, we accelerate the application and implementation of robots in different fields by providing modular joints, combined with the brain algorithms independently developed by customers and specific scenario parts. It is particularly worth mentioning that in the technological research and development of integrated joint products, the enterprise has always adhered to the adoption of a full harmonic structure and is committed to continuously improving product performance and expanding production scale to ensure the high reliability of the products.

The comprehensive solution for the rapid assembly and customization of humanoid robots has won the trust of many leading customers in the industry, and its market penetration rate has even exceeded 50%. The large-scale mass production of robots and the continuous optimization of core components are the pursuits of enterprises and also the key to enhancing product reliability. We will continue to increase our research and development efforts, optimize product performance, and reduce production costs to expand our market influence, thereby forming a virtuous cycle of mass production of humanoid robot complete machines.

Accumulate experience in diversified application scenarios and consolidate the advantages of the industrial chain. From a global perspective, the application scenarios of humanoid robots are showing different trends. At present, the European and American clients we have come into contact with are more concerned about family scenarios such as elderly care, home companionship and children's entertainment, while domestic clients mainly focus on industrial scenarios. This observation provides valuable references for enterprises to offer customized solutions in different markets and demands.
However, for humanoid robots to be practically applied in multiple scenarios such as homes and factories, they must possess the ability to generalize across various scenarios. This requires the assistance of large AI models to provide it with a brain capable of autonomous learning and thinking. At the same time, the humanoid robot itself must also have a strong and reliable "body" to adapt to various working scenarios.

"Reliability" is an indispensable quality for hardware products, especially in the field of humanoid robots, as it directly affects the practical application effect of the products. However, before the mass production stage arrives, hardware manufacturers generally face challenges such as an immature supply chain, insufficient application scenario trials, and difficulties in product verification and iteration.

The enterprise has a significant advantage in this aspect. Before entering the field of humanoid robots, the company had already accumulated rich experience in industrial automation and special operations. These experiences not only provided the team with valuable knowledge reserves but also promoted the progress of hardware research and development for humanoid robots. Meanwhile, the application innovations of robots in these traditional scenarios have also brought more market opportunities to enterprises.

For instance, the company's partners have successfully applied robots to scenarios such as unmanned supermarkets and unmanned pharmacies, achieving a generalization processing capacity of over 95%. This means that robots can provide services 24 hours a day without any renovation to existing supermarkets or pharmacies. With the continuous improvement of product stability, it is believed that more similar scenarios where robots replace repetitive human labor will be rapidly implemented.

In addition, thanks to the powerful domestic manufacturing supply chain system, the enterprise has achieved the ability to provide fully domestic solutions, including chips. This has laid a solid foundation for the large-scale manufacturing and cost control of humanoid robots. In the future, the enterprise plans to further expand its overseas market and is committed to building a high-quality humanoid robot supply chain to achieve large-scale manufacturing of low-cost and high-quality joints. In this way, more countries will be able to enjoy the output capacity and advantages of China's humanoid robot industry chain.

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