On the stage of China Spring Festival Gala in the Year of the Snake, a group of snake-like robots dancing with handkerchiefs attracted the attention of countless audiences with their agile performance. The developer behind them, Unitree Technology, also took this opportunity to quickly become popular and the focus of public attention. Since then, Unitree Technology has continued to exert its strength in the field of humanoid robots, and has quickly gained a foothold in the global market with its cutting-edge technology and cost-effective products, showing strong competitiveness.

According to data from the Gaogong Robot Industry Research Institute, in 2023, Unitree Technology has achieved remarkable results in the global quadruped robot market: sales share is as high as 69.75%, and market size share has reached 40.65%. The G1 humanoid robot launched by it entered the market at a friendly price of 99,000 yuan, which instantly attracted a lot of attention. At present, Unitree Technology has established cooperative relations with well-known industry companies such as Midea and IFLYTEK to jointly open up a broader market space.

Unitree Technology CEO revealed that in 2025, the company plans to achieve a major breakthrough in the mass production scale of humanoid robots. Its products will mainly focus on two major application scenarios, industrial and household. Through modular design, it will effectively reduce manufacturing costs and lay a solid foundation for large-scale commercial applications. At present, Unitree Technology is actively cooperating with a number of core component suppliers such as bearings to jointly promote the localization of key components such as motors and sensors, and is committed to creating a more competitive local industrial chain.

The rapid development of Unitree Technology has driven the concept of humanoid robots to continue to heat up in the capital market, and many bearing companies have also risen with the trend and performed brilliantly. As a representative of them, Changsheng Bearing can be called a concept stock of Unitree Robot. On February 21, the stock price of Changsheng Bearing once rose by nearly 20%, almost hitting the daily limit again, and finally closed with an increase of 8.33%. Looking back at its recent stock price trend, the performance is amazing: the increase since the beginning of this year is close to 250%; the stock price has soared 4.6 times in the past two months; since the start of this round of market on September 24, 2024, in just less than 5 months, the increase has reached 732.7%.

On the technical level, Changsheng Bearing has mature self-lubricating bearing technology and maintains a close cooperative relationship with Unitree Robot. The two parties have signed a cooperation agreement and completed order delivery. The cooperative products are mainly used for self-lubricating bearings in the joints of robots, and small-scale production and sales have been achieved. In terms of technology research and development, Changsheng Bearing not only supplies parts for Unitree Technology, but also provides full-scale technical support, covering sliding bearings and screw components. For example, the bearing module of Changsheng Bearing performed well in the hip joint test of Unitree Robot, and the wear volume was only one-third of that of similar German competitors. The two parties also jointly launched a screw project, which is expected to help Changsheng Bearing further expand its business territory in the future.

Shuangfei Group, also from Jiashan, Jiaxing, Zhejiang, has been deeply involved in the bearing field for many years and has mature production technology and a professional technical team. Recently, Shuangfei Group's stock price has also performed very well, rising continuously for nearly three days, with a cumulative increase of 38.32%, a year-to-date increase of nearly 70%, and a year-to-date increase of nearly 130%.

Wuzhou Xinchun in Shaoxing, Zhejiang is also a well-known company in the bearing industry, mainly producing bearings and accessories. Since September 24 last year, Wuzhou Xinchun's stock price has risen by nearly 250%, and this year's increase is nearly 77%. Wuzhou Xinchun has always focused on technology research and development investment, successfully developed harmonic reducer flexible bearings and achieved mass production, broke through the bottleneck process of key components of RV reducers, achieved mass production of tapered roller bearings, and developed 5 categories of more than 10 key components for humanoid robots, establishing a good reputation in the market.

According to Goldman Sachs's forecast, the global humanoid robot market will exceed the $100 billion mark by 2035. While the industry's development prospects are bright, bearing companies are also facing many challenges.

On the one hand, with the continuous progress of technologies such as artificial intelligence and materials science, the performance of humanoid robots continues to improve and the application scenarios continue to expand. In the industrial field, humanoid robots are expected to gradually replace some repetitive and dangerous jobs, thereby improving production efficiency and product quality; in the service field, such as medical care, catering services and other scenarios, humanoid robots will also play an important role to meet the growing demand for manpower. This requires bearing companies to continuously increase R&D investment, improve product quality and technical level, and develop more wear-resistant, corrosion-resistant and more precise bearing products to adapt to complex and changing working environments.

On the other hand, with the increasingly fierce competition in the industry, bearing companies need to strengthen cooperation with upstream and downstream companies to form industrial synergy effects, reduce production costs, and improve their own market competitiveness. The cooperation model between Changsheng Bearing and Unitree Technology is a typical example of industrial collaborative development, and is expected to become the mainstream trend of industry development in the future.

In addition, policy support will also play an important role in promoting the development of the humanoid robot industry. The government is very likely to introduce a series of encouraging policies, such as R&D subsidies and tax incentives, to promote the technological innovation and industrial development of humanoid robots, and provide a broader development space for bearing companies and other related industrial chain companies.

Although the industry has broad prospects, in the context of intensified competition, bearing companies need to carefully balance technological investment and cost control to avoid large fluctuations in performance due to over-reliance on a single concept.