On July 16, Tuobang Co., Ltd. (002139.SZ) revealed its latest developments in the robotics sector, announcing partnerships with over ten domestic humanoid robot companies. The company aims to supply hollow cup motors and actuator modules to manufacturers of complete humanoid robots and dexterous hands. Tuobang has been focusing on hollow cup motors since 2007, which are essential components for dexterous hands, and anticipates mass production deliveries by 2026.
The company is also extending its offerings from single motors to integrated actuator modules that include components like reducers and lead screws, providing clients with higher integration solutions. Furthermore, Tuobang is developing its own dexterous hand products, currently in the internal technology validation phase, with initial testing on its smart manufacturing production line.
Looking ahead, Tuobang expects to see improved growth in its industrial automation business by 2026, driven by increased demand for high-end equipment due to AI infrastructure development. The company has identified autonomous smart products as a second growth curve, targeting significant revenue growth in core markets by 2026. No further timeline was disclosed at the time of publication.
Editor's Note
Tuobang's strategic partnerships with multiple humanoid robot companies signal a significant shift in the robotics supply chain, emphasizing the importance of core components like motors and actuators. As the demand for humanoid robots grows, companies that can provide integrated solutions will likely gain a competitive edge. The focus on autonomous smart products also highlights the industry's shift towards AI-driven technologies.
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