--- title: "CICC: The machining underlying technology genes of robotic transmission systems are similar, focusing on participants with multiple competitive advantages such as lead screws" type: "News" locale: "en" url: "https://longbridge.com/en/news/247275021.md" description: "CICC released a research report stating that the current transmission solutions for linear and rotary actuators in humanoid robots have not yet fully converged. In the future, with technological iterations and scaling, there is significant cost reduction potential for transmission system hardware. There are many industry participants, and manufacturers with technological, customer, and capital advantages will be more competitive. It is recommended to pay attention to the market pattern changes brought about by new processes in transmission systems" datetime: "2025-07-04T09:05:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/247275021.md) - [en](https://longbridge.com/en/news/247275021.md) - [zh-HK](https://longbridge.com/zh-HK/news/247275021.md) generator: "portal-rs" --- # CICC: The machining underlying technology genes of robotic transmission systems are similar, focusing on participants with multiple competitive advantages such as lead screws According to the Zhitong Finance APP, China International Capital Corporation (CICC) released a research report stating that the current transmission solutions for humanoid robot linear actuators and rotary actuators have not fully converged. In the future, with technological iterations and large-scale production, there is significant room for cost reduction in transmission system hardware. The hardware of the transmission system, such as screws, reducers, and bearings, shares similar machining technology genes in terms of structural design, raw materials, process equipment, and supply chain relationships, allowing for many industry participants to cross over. Currently, the industry participants are flourishing, and in the future, manufacturers with multiple competitive advantages such as technological, customer, and capital advantages may have greater competitive strength. It is also recommended to pay attention to the reshaping opportunities brought by changes in new process routes for transmission systems. ## CICC's main viewpoints are as follows: **Current humanoid robot actuator transmission solutions have not fully converged** Currently, Tesla's humanoid robot adopts a linear + rotary complementary solution, while domestic solutions mainly use a fully rotary scheme. Linear actuators and rotary actuators have a dual relationship of complementarity and mutual substitution, depending on application scenarios and cost factors. In the future, as the cost of roller screws significantly decreases, the application scenarios for linear actuators may become more widespread. **Screw processing routes have not converged, and reducer and bearing technologies are relatively mature** The current cost of linear actuators, which use planetary roller screws as core components, is relatively high. In the field of humanoid robots, the processing techniques for roller screws include grinding, milling, and rolling, and the precision requirements and technical routes have not fully stabilized. The technological barriers and value of planetary roller screws are high, and existing processing cycles, yield rates, and equipment cost reductions need improvement. Technological breakthroughs will drive nonlinear changes in their cost curves. The processing technology for reducers and bearings is relatively mature, and future cost reductions may mainly rely on scaling and structural design. Bearings are relatively mature products in the transmission system, and the evolution of their competitive landscape has certain reference significance for components like screws and reducers. **Similar underlying machining technology genes in transmission systems, focus on participants with multiple competitive advantages** CICC believes that the hardware of transmission systems, such as screws, reducers, and bearings, shares similar machining technology genes in terms of structural design, raw materials, process equipment, and supply chain relationships, allowing for many industry participants to cross over. Currently, the industry participants are flourishing, and in the future, manufacturers with multiple competitive advantages such as technological, customer, and capital advantages may have greater competitive strength. It is also recommended to pay attention to the reshaping opportunities brought by changes in new process routes for transmission systems. **Investment recommendations** CICC believes that the current transmission solutions for humanoid robot linear actuators and rotary actuators have not fully converged. In the future, with technological iterations and large-scale production, there is significant room for cost reduction in transmission system hardware. It is expected that the maturity of hardware will promote the early mass production of humanoid robots. **Target aspects** It is recommended to focus on new process iteration opportunities, the application of new materials and new designs, such as the progress of new processes replacing grinding with turning for roller screws, cycloidal pinwheel reducers, and peek reducers/screws; and companies with both technological and capital advantages, good industrial chain integration capabilities, and business relationships. Recommended to pay attention to: Zhenyu Technology (300953.SZ), Shuanglin Co., Ltd. (300100.SZ), Shuanghuan Transmission (002472.SZ), Leaderdrive (688017.SH), Hengli Hydraulic (601100.SH), and Keda Li (002850.SZ), etc Other related targets include: XinJian Transmission, XCC (603667.SH), Zhejiang RongTai (603119.SH). **Risk Factors** Robot R&D progress is below expectations; localization of rolling ball screws is below expectations; downstream demand for robots is lower than expected; prices of rolling ball screws decline more than expected; uncertainty in the technical route ### Related Stocks - [603667.CN](https://longbridge.com/en/quote/603667.CN.md) - [688017.CN](https://longbridge.com/en/quote/688017.CN.md) - [002472.CN](https://longbridge.com/en/quote/002472.CN.md) ## Related News & Research - [Iceland votes on whether to start EU membership talks](https://longbridge.com/en/news/297397685.md) - [REG - Watkin Jones plc - Director/PDMR Shareholding](https://longbridge.com/en/news/297299829.md) - [06:30 ETArctech Shines at Intersolar South America 2026: Strengthening Its Latin America Presence with "Tracker+" and "Green Power+" Solutions](https://longbridge.com/en/news/297308457.md) - [05:01 ETHimel remporte le prix d'excellence technologique et apporte une nouvelle approche aux produits électriques du quotidien](https://longbridge.com/en/news/297488970.md) - [Kinderhook-backed Bestop buys ReadyLIFT, TeraFlex, Falcon, LOGIQ and Smittybilt from Wheel Pros/Hoonigan](https://longbridge.com/en/news/297328549.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**