In 2026, domestic humanoid robot orders are experiencing explosive growth, with annual production expected to cross the threshold of tens of thousands or even one hundred thousand units. The humanoid robot boom has opened up a brand-new trillion-yuan market for high-precision mechanical transmission components, with each humanoid robot typically requiring 14 planetary roller screws (for linear actuators) and 12 miniature ball screws (for dexterous hands). Traditional hardware and automotive component manufacturers such as Xiaxia Precision and Wanxiang Qianchao, through coordinated “automotive + robotics” dual-base layouts, have reduced the cost of reverse planetary roller screws to the thousand-yuan level, overcoming the core cost bottleneck for large-scale commercial deployment. This demand has directly raised the technological barriers for high-end machining hardware components including high-precision grinding, precision heat treatment, and thread rolling, driving the domestic mechanical components supply chain to restructure from low-end basic parts toward high-end core transmission components.
