Focus on 20 Core Humanoid Robot Chain Companies in the Next Month
未来一个月盯紧机器人！这20家核心产业链企业不容错过
The article discusses the growth of the humanoid robot market, with global shipments reaching nearly 25,000 units in the first half of 2026, a 432.1% increase year-over-year. It highlights key companies across the supply chain, including reducers, servo motors, sensors, and system integrators, and evaluates their financial performance and market position. The focus is on verifying real orders and production capacity rather than speculative claims.
Source: Chinese robotics — Hardware and sensing · Read original article ↗
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伺服电机、驱控一体化，4家核心标的 汇川技术300124，内资伺服与运动控制器龙头，2026半年报营收131.2亿元，同比增长22.48%，归母净利润21.06亿元，同比增长31.74%。
Open source S15
鸣志电器603728，空心杯电机龙头，2026半年报营收22.17亿元，同比增长26.04%，归母净利润2.78亿元，同比增长39.52%。
Open source S18
江苏雷利300660，微特电机、伺服驱动器厂商，2026半年报营收16.83亿元，同比增长14.27%，归母净利润1.69亿元，同比增长19.86%。
Open source S23
双环传动002472，主营RV减速器，2026半年报营收36.47亿元，同比增长18.73%，归母净利润4.02亿元，同比上涨27.15%。
Open source S7
中大力德002896，布局谐波、RV双路线减速器，2026半年报营收4.26亿元，同比增长11.34%，归母净利润3125万元，同比增长32.67%。
Open source S10
昊志机电300503，谐波减速器、旋转执行器生产商，2026半年报营收8.95亿元，同比增长24.61%，归母净利润7264万元，同比增长44.92%。
Open source S12
雷赛智能002979，布局无框力矩电机、灵巧手模组，2026上半年预计营收12.30亿元至12.66亿元，同比增长38%至42%，归母净利润1.84亿元至1.96亿元，同比增长55%至65%。
Open source S21
Source：Chinese robotics — Hardware and sensing · sohu.com