Among them, rollerball screws, torque sensors, software and systems have the highest competitive barriers, low localization rates, and there are not many capable companies.
In the rollerball screw field, overseas players mainly include Schaeffler, SKF, Exlar, etc. Domestic players mainly include Hanjiang Machine Tool, Nanjing Technology, and Kate Precision Machinery. Of course, there are also a number of new companies investing in research and development and entering this track, including Zhongjian Technology, Best, Hengli Hydraulics, Dingzhi Technology, Beite Technology, Shuanglin Co., Ltd., and Xinjian Transmission.
In the field of torque sensors, there are two global first-tie hong kong telegram data suppliers, including ATI and Yuli Instruments, both of which have six-dimensional torque sensor technology. Second-tier suppliers include Ruier Technology, Kunwei Technology, and Keli Sensing. Among them, Keli Sensing mainly produced one-dimensional torque sensors in the early stage. At present, the six-dimensional torque sensor has been successfully developed, sent to Huawei, and successfully accepted.
In addition, recently, it was rumored that Huapei Power's sensors were sent as samples to Tesla's Optimus Prime, and its stock price also saw a surge in the short term.