—— The Growth Curve Will Continue to Rise in 2026
With its diversified business layout, KGG has successfully entered the supply chains of leading humanoid robot manufacturers such as Tesla Optimus and Xiaomi in the humanoid robot field through its strategically deployed products including planetary roller screws and miniature ball screws. It has become a core component supplier for robot joint drive, with domestic segment market shares of 10% and 8% respectively, seizing the first-mover advantage in the wave of localization replacement. "The explosion of the robot industry is essentially a competition for the localization replacement of core components," said an industry insider. As the era of large-scale mass production of humanoid robots approaches, the company's screw business has moved from the sample phase to the small-batch order phase, opening up comprehensive growth space.
Currently, the precision manufacturing industry is ushering in a golden period of resonant outbreak of demand in multiple fields, with the market size continuing to expand, providing KGG with a broad growth stage.
In the humanoid robot field, it is estimated that the global sales volume of humanoid robots will reach 340,000 units by 2030, with a screw value of about 40,000 yuan per unit, corresponding to a market size of over 13.6 billion yuan and a domestic market size of about 4 billion yuan. As the localization rate continues to rise, the company, as a leading domestic supplier, will fully benefit. "Demand is the core engine of industrial growth, and the mass production of humanoid robots will reshape the pattern of the precision transmission components market," the insider added. The explosive growth of this track will become the most important source of performance growth for the company in the future.
Technological innovation is the core competitiveness of precision manufacturing enterprises and the foundation for surviving economic cycles. KGG has continuously focused on core technology research and development over the years, building insurmountable technological barriers. In the field of miniature ball screws, the company's product precision has reached the internationally advanced level, and it has successfully developed the smallest miniature roller screws (specifications: 1.8*0.5mm; 3*0.5mm) specially used for robot dexterous hands.
|
Diameter(mm) |
Lead(mm) |
|
1.8mm |
0.5mm |
|
3mm |
0.5mm |
|
3mm |
1mm |
|
4mm |
1mm |
In the field of planetary roller screws, the precision of KGG's planetary roller screw products can be comparable to that of international giants such as Switzerland's Rollvis. It has also developed a differential roller screw with a minimum shaft diameter of 4mm and a lead of 1mm, meeting the strict requirements of high load and high precision for humanoid robots.
The company has a senior R&D team dedicated to research and development, developing hundreds of new products every year and holding a number of patents. Its R&D direction covers multiple fields such as robots, 3C automation, new energy vehicles and intelligent manufacturing, continuously consolidating its leading technological advantage.
At the same time, the company is deeply involved in industry-university-research collaborative innovation. This comprehensive ecological collaboration capability enables the company to quickly respond to market changes, accurately grasp industrial trends, and continuously maintain its leading advantage
Post time: Mar-02-2026
