Goldman technology takes stake, tesla robot core supplier races for ipo! which trillion-yuan tracks are accelerating their layout?

According to the official website of the China Securities Regulatory Commission,Hangzhou New Sword Electromechanical Transmission Co., Ltd.(New Jian Transmission) initiated its IPO counseling on January 9, attracting widespread attention in the industry.

It is worth noting thatGolden Hair TechnologyAs one of the shareholders, through Jinshi InvestmentIndirectly holds 0.24% equity in New Sword Transmission.The company also invests through the Jinshi Growth Fund.Indirectly holds 0.31% of Unitree Technology.。

Golden Hair Technology's modified engineering plastics and special engineering plastics have already been supplied to robot enterprises, currently mainly used for the limbs, face masks, radar/battery pack shells, etc. of robots and robot dogs. For example:

• Continuous fiber reinforced composite materialsThe link components used for humanoid robots have both high rigidity and high strength.

• High-temperature resistant nylon and liquid crystal polymer (LCP)It is applied to memory and connectors, meeting the requirements for high temperature resistance, high fluidity, and dimensional stability.

• Jinfa Technology's specialty engineering plastics such asModified PEEK, PA10T, etc.Jointly developed with leading industry clients, covering key components such as masks, joints, and battery pack housings.

▲ Blonde Technology showcases humanoid robot material solutions at CHINAPLAS 2025 International Rubber & Plastics Exhibition.

Xin Jian Transmission is a specialized and innovative "Little Giant" enterprise.

Company ProductsReverse Planetary Roller ScrewThe application in humanoid robot joint drive and motion control, such as arms, legs, and dexterous hands, is an important component for achieving precise movement and stable support.

Planetary roller screws are regarded as the "joints" and "tendons" of humanoid robots, used to achieve the conversion between rotary and linear motion.

▲ Image source: New Sword Transmission official website

It is worth noting that,New Jian Transmission is a core component supplier for Tesla humanoid robots.In 2022, its products have been applied to Tesla's Optimus robot.

Aside from companies like Kingfa Sci & Tech

By means of equity investment

Implement new material products for the company.

Market penetration in the field of high-end equipment manufacturing

Invested in or acquired by a robotics company

Integrate into the industrial chain

It is also one of the ways for new material companies to diversify.

Currently, humanoid robots are undoubtedly one of the hottest technology tracks.

Recently, what big moves have there been? Today, Xiang Xiang will give you a rundown.

Recently, the Robot Division of Wankai New Material took the lead in collaborating with Lingxin Qiaoshou, a globally leading dexterous hand company, to jointly establish...Zhejiang Qingmei Zhisu Technology(Abbreviated as "Qingmei Zhisu"), is committed to providing a one-stop lightweight solution for the embodied intelligence industry, covering material selection, structural design, precision manufacturing, and performance testing.

Simultaneously, Lingxin Qiaoshou and Qingmei Zhisu jointly launched globally."PEEK cycloidal reducer"The new product replaces steel with high-performance engineering plastics, breaking through the performance bottleneck of core robot components. This marks the formal establishment of "high-performance materials + precision manufacturing" as the new paradigm for upgrading core robot components.

Recently, automotive parts material research and production companyXianglou New MaterialAnnounced, to meet the company's expansion needs in emerging business areas, construct.Humanoid Robot "Specialized Materials - Core Components - Robot Complete Machine" Industry ChainThe company uses its own funds to acquire and increase capital.Suzhou Yuanchang Intelligent Technology Co., Ltd."YuanChang Intelligent" (abbreviated) total51.02% equity。

YuanChang Intelligent has mastered key core technologies such as humanoid robot joint transmission and motion control, remote operation control, and expression control.

The acquisition is an important measure for the company to implement its robot business strategy through multiple approaches and to establish a second growth curve.

Humanoid robot development is progressing rapidly, transitioning from science fiction movies to real life, becoming warm-hearted companions in daily life and efficient workers in factories...

How do these "bodies of steel" achieve flexibility and reliability?

Looking for answers here.CHINAPLAS 2026 International Exhibition on Plastics and Rubber

Numerous innovative material and equipment solutions

Assist in creating the "ideal body" for robots