Precision Technology: Single-joint exoskeleton robots have achieved mass production capability and have been launched on the market; the first-generation prototype of the multi-joint exoskeleton assistive robot has been completed.
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SKF and Harmonic Drive Systems have formed a joint venture to focus on precision components for humanoid robots.
Mars Finance reported on July 2nd that SKF and Leaderdrive, a global manufacturer of precision robot components, signed an agreement to establish a joint venture in China. The new company will focus on high-precision transmission components for robot joints and is expected to be operational by the end of 2026. SKF will reportedly hold a 60% stake in the joint venture. (Wide Angle Observation)
Two associations jointly issued an initiative to regulate and guide the healthy development of humanoid robots that provide emotional companionship.
According to Mars Finance, the China Humanoid Robotics 100 Association and the China Machinery Industry Federation jointly released an initiative today on regulating and guiding the development of humanoid robots for emotional companionship, advocating for the joint practice of "technology for good" and promoting the healthy development of the robotics industry. The initiative proposes that the industry should adhere to its original intention of serving human well-being, integrating safety and ethical standards into the entire process of product design, research and development, advertising, and application. It emphasizes strengthening personal information protection and building a solid defense for user privacy. It also stresses enhancing quality management, ensuring product safety, and effectively preventing risks of personal injury to users. Furthermore, it calls for focusing on key core technologies and increasing investment in basic technology research and development. The initiative promotes application based on practical application scenarios, facilitates technological iteration and upgrading, and drives improvements in product reliability and practicality through innovation. Finally, it advocates for collaboratively building an industry public platform, pooling the strengths of industry, academia, and research, and steadily enhancing the competitiveness of my country's humanoid robot industry. (CCTV)
The Beijing Municipal Bureau of Economy and Information Technology and the United Nations Industrial Development Organization signed a joint statement.
Mars Finance reported on July 2nd that at the main forum of the 2026 Global Digital Economy Conference, the Beijing Municipal Bureau of Economy and Information Technology and the United Nations Industrial Development Organization (UNIDO) officially signed a joint statement on cooperation to promote Beijing's industrial development, innovation, and digital transformation. This is a pioneering move in the institutionalized strategic cooperation between the two parties, filling the gap in cooperation between the capital's industrial digitalization sector and the United Nations Sustainable Industrial Development System. The joint statement establishes a long-term and stable cooperation framework, clarifying information sharing, experience sharing, industrial collaboration, capacity building, and technology transfer as the core directions of cooperation, and focusing on promoting two core tasks: first, establishing a global center of excellence for intelligent manufacturing and robotics; and second, deeply participating in the Global Digital Economy Conference and empowering the construction of the Global Digital Economy Cities Alliance. (Cailian Press)
According to industry estimates, with several manufacturers expected to achieve mass production of commercial robots by 2026, the demand for magnesium alloys is expected to experience explosive growth.
According to Mars Finance, magnesium alloys are becoming the preferred material for core structural components of humanoid robots due to their comprehensive properties such as lightweight, high vibration reduction, electromagnetic shielding, and excellent heat dissipation. They are currently used in multiple models including the Tesla Optimus Gen2, XPeng IRON, Estun Robotics, and Zhiyuan Robotics. Industry insiders believe that as the commercialization process accelerates, the demand for magnesium alloys in the robotics field is expected to continue to expand. Institutional estimates show that with several manufacturers achieving mass production of commercial robots in 2026, the demand for magnesium alloys is expected to experience explosive growth. Based on a magnesium alloy usage of 12 kg per humanoid robot, assuming future shipments of 1 million and 10 million humanoid robots, the demand for magnesium alloys would reach 12,000 tons and 120,000 tons respectively. (Shanghai Securities News)
Autowell: The company has achieved mass production and supply of AOI inspection equipment in the field of optical modules.
Mars Finance reports that Autowell (688516.SH) released an investor relations activity record announcement, stating that the company has achieved mass production of AOI inspection equipment in the optical module field. Based on its technological accumulation in semiconductor packaging, the company is actively expanding its R&D and layout of optical module-related equipment. The company's semiconductor equipment orders have achieved rapid growth since 2024, with new orders exceeding 250 million yuan in 2025, representing a growth rate of 107%. As the company's equipment gradually passes customer verification and secures repeat orders, the long-term growth of the company's semiconductor equipment business is highly certain. (Cailian Press)
Anfu Technology: Suzhou Yilan Microelectronics has sent samples for testing to several mainstream optical module manufacturers and is currently making every effort to advance mass production.
According to Mars Finance, an investor asked Anfu Technology: In August 2025, Suzhou Yilan Micro's pilot production line for silicon photonic heterogeneous integrated thin-film lithium niobate photonic chips officially commenced operation. A year has passed since the line's commissioning; what are the latest developments in the company's shipment scale and downstream customer expansion? Anfu Technology stated on its interactive platform that the completion and operation of the pilot line demonstrates that Suzhou Yilan Micro has made substantial progress in the stability of key processes and large-scale manufacturing capabilities, laying a solid foundation for subsequent large-scale mass production. Suzhou Yilan Micro has sent samples for testing to several mainstream optical module manufacturers both domestically and internationally, and the feedback has been positive. Currently, it is fully committed to advancing mass production. (Cailian Press)