① Recently, Dongguan Jimu Machinery Co., Ltd. underwent commercial changes. The registered capital increased from RMB 0.87 billion to RMB 3.89 billion, an increase of about 347%. Dongguan Jimu Machinery Co., Ltd. was established in June 2023 and is wholly owned by Huawei Technologies Co., Ltd. ② According to Shanghai Securities analysis, the industrial side has recently ushered in intensive catalysis, and the development of the humanoid robot industry chain has further accelerated.
According to Tianyan Survey, recently, Dongguan Jimu Machinery Co., Ltd. underwent commercial changes, and the registered capital increased from RMB 0.87 billion to RMB 3.89 billion, an increase of about 347%. Dongguan Jimu Machinery Co., Ltd. was established in June 2023. The legal representative is Li Jianguo. Its business scope is electronic component manufacturing, other electronic device manufacturing, engineering and technology research and experimental development, etc., and is wholly owned by Huawei Technology Co., Ltd.
According to an analysis by Shanghai Securities, the industrial side has recently ushered in intensive catalysis, the development of the humanoid robot industry chain has further accelerated, and humanoid robots have entered the industrial scene, and it has become a highly definite application trend at home and abroad. The humanoid robot industry chain is currently at a stage where it continues to accelerate from “0-1” to “1.” 2024 is the first year of commercialization of humanoid robots, and commercialization of humanoid robots can be expected.
According to the Finance Federation's theme library, among the relevant listed companies:
Reddy Smart Drive's self-developed permanent magnet servo brakes, lightweight and compact ultra-small harmonic speed reducers, and roller screws currently undergoing R&D testing are suitable for use in collaborative robots and humanoid robots.
Collier has achieved major technological breakthroughs in fields such as servo systems and has become a supplier to Huawei.