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As per a research report released by CITIC Securities, the impending mass production of humanoid robots is poised to significantly boost the demand for core motors. Consequently, the equipment used in upstream motor manufacturing is anticipated to be the primary beneficiary. Among these, winding forming technology stands out as a critical hurdle in motor production. Companies specializing in winding equipment that have mastered the essential processes will gain a competitive edge. Furthermore, with the pace of import substitution quickening and downstream customer validations progressing, domestic companies involved in winding and motor equipment are projected to broaden their market presence and enhance their performance during the ongoing industrial transformation.
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