CSB Delivers Custom Sliding Bearings for Humanoid Robots to Unitree Tech

April 25, 2025, Liaoning — CSB, leveraging its leading manufacturing capabilities, technological innovation, and robust financial performance, has successfully entered the humanoid robot sector and become a core supplier for the renowned domestic company Unitree Robotics. This collaboration not only marks a breakthrough for CSB in the high-end manufacturing field but also opens new growth opportunities for the company's future development.

Currently, CSB has supplied sliding bearing products specifically designed for humanoid robots to Unitree Robotics, achieving small-scale production and delivery. Sliding bearings, with their advantages such as high load capacity and lightweight design, play a critical role in key components of humanoid robot joints, including reducers, lead screws, and motors.

Behind the Rapid Rise

CSB's ability to quickly integrate into Unitree Robotics' supply chain can be attributed to three core strengths: advanced equipment, technological leadership, and financial stability.

First, the company has invested significant resources in production, introducing 21 sets of fully automated German bearing forming equipment and developing multiple high-efficiency production lines. Additionally, it is equipped with high-precision inspection devices such as scanning electron microscopes and energy spectrometers to ensure product quality meets international standards. These hardware facilities have given CSB a competitive edge in the market.

Second, the company has nearly 30 years of deep expertise in bearing manufacturing, accumulating multiple core technologies, including self-lubrication and metal-matrix composite materials. These technologies enable its products to excel in robotic joint applications, meeting the demands for high precision and low wear, thereby securing a smooth entry into Unitree Robotics' supply chain.

Lastly, CSB's strong financial position provides solid support for its business expansion. From 2020 to 2024, the company's revenue grew from RMB 655 million to RMB 1.137 billion, with net profit maintaining steady growth. Its net operating cash flow more than doubled to RMB 276 million. This healthy financial structure offers ample backing for the company's exploration of new sectors.

Future Growth Drivers

Looking ahead, CSB's growth potential primarily stems from three key industries: new energy vehicles (NEVs), wind power, and construction machinery.

In the NEV sector, the rapid expansion of the electric vehicle market has significantly increased demand for high-performance bearings. Compared to traditional fuel-powered vehicles, NEVs impose higher requirements on bearing speed and durability, driving up the unit price of related products by 20%. CSB's products are already widely used by leading domestic and international brands, including BYD, Tesla, and BMW, positioning the company to further expand its market share.

In the wind power industry, sliding bearings—valued for their high load capacity and compact size—have become critical components in the main gearboxes of large wind turbines. With China's installed wind power capacity expected to reach 1,000 GW by 2030, CSB's related business is poised for substantial growth.

Additionally, the recovery of the construction machinery sector presents new opportunities. For example, domestic excavator sales in March 2025 rose 18.5% year-on-year, signaling an industry rebound. CSB's self-lubricating bearings, known for their impact and dust resistance, are already widely used in the supply chains of global industry leaders such as Caterpillar and Liebherr.

Competitive Advantages

Compared to peers, CSB holds a clear edge in its position along the supply chain and profitability. For instance, while companies like Wuzhou Xinchun also operate in the humanoid robot sector, they primarily serve as secondary suppliers. In contrast, CSB directly supplies leading manufacturers like Unitree Robotics, securing a more upstream position in the value chain. Moreover, in the first three quarters of 2024, CSB achieved a gross margin of 34.82%, far exceeding Wuzhou Xinchun's 17.2%, demonstrating superior profitability and cost-control capabilities.

Conclusion

Through its deep collaboration with Unitree Robotics, CSB has successfully entered the humanoid robot sector. Backed by growth drivers in NEVs, wind power, and construction machinery, the company has laid a solid foundation for future development. As market demand continues to expand and technological innovation advances, CSB is well-positioned to achieve even greater breakthroughs in high-end manufacturing.