In addition to developing a fourth-generation frameless motor project with product specifications ranging from 25-160 mm in diameter, the company has also developed a special human-frame motor project that highlights the mid-range size, lightweightness and torque density advantages of 26 joints to accommodate human-frame robots.
In addition, Heiwa Tech has introduced the third generation of high-performance unframe motors, the development of Intelligent Focus aluminum ultra-high density aluminum unframe motors, the introduction of FT1 micro and joint unframe rotor motors, and the trio has completed the development of 5 series of 15 models of series unframe rotor products.
Unlike unframeworked rectangular motors powered by large joints, vacuum cup motors, with their small volume, fast response, high efficiency characteristics, are an ideal choice for agile internal executors. In this field, they also show a tendency to concentrate heads.
The financial report shows that the power of the vacuum cleaner without slot machine is the leading in the country, the first camp in the world, with a business revenue growth rate of more than 40% for two consecutive years. Megaway Electric has released a series of 4-42mm fully self-developed high-performance machines, of which 4mm vacuum cleaner without vacuum cleaner provides extreme solutions for lightweighting. In addition, Topop's shares of vacuum cleaner have covered the radius Φ6-Φ40mm, Jiangsu Reli independently developed 6mm vacuum cleaner, Heiwa Technology Development completed the Φ8-Φ12mm vacuum cleaner, and Microwave shares introduced the ECU series of multi-specific vacuum cleaner.
All of these products directly address the demand for small-sized, high-output cylinders for skilled executioners.
The scale of the application process varies significantly from sample to mass production.
Despite heavy military action by major manufacturers, progress between enterprises from product deployment to large-scale applications has been markedly gradient-different.
Some enterprises have achieved large-scale commercial batch deliveries.
In the field of unframe-powered rotor engines, over 120,000 unframe-powered rotor engines were delivered in 2025, with orders surpassing 120,000 units, achieving more than 20-fold growth.
In the field of vacuum cup motors, Zhengjiang has been widely used in smart hand and joint modules, and Vietnam's high power density brushless slot motor capacity is expected to enter service in the fourth quarter of 2026, providing power support for subsequent large-scale deliveries.
Some enterprises have entered the stage of bulk production and small-scale supply.
Megaway Machinery has entered the bulk production stage, its 4mm brushless vacuum cup motor has been mass-produced, 12mm and 16mm brushless direct current motor has also been produced in small batches. Zhengzhou Machinery Frameless DD motor has also been used in mass-produced massage robots, adapted to the joint prototype testing of several leading enterprise humanoid robots.
The financial report also shows that Heiwa Tech's unbroken motor, the vacuum cup motor has been developed and has gained market application, the microwave share of the vacuum cup motor is small batch production, and the company's specialized holding company, Guangzhou Motor Company, has achieved small batch supply in the field of robotic connecting motors.
Some companies are in the process of sampling or sending samples to customers.
Jiangsu-Reilly's core products such as the 6mm vacuum cup motor, the unbroken power rectangle motor are in the sampling and customer delivery phase. The products of the Credit Group have entered the small-scale delivery test phase of domestic and foreign leading enterprises and continue to iterate with customers.
Of course, there are some companies that are still in the early stages of development and deployment. For example, the tri-compact inverter has just completed the series development, and the company has entered the field of robotic brushless motors through the merger of Zhongri.
From strategic investments to large-scale revenues, dividend turning points are approaching
According to financial data for 2025, released by publicly traded companies related to the machine, while most companies are still in the strategic stages of entry, some pioneers have already made a significant revenue contribution to the overall robotics business, and the entire industry is entering a turning point in performance.
In the first quarter of 2026, Topopone continued to maintain a high rate of growth of 64.64%. In 2025, the robotics segment achieved sales revenue of 294 million yuan, an increase of 39.61%. Not only in the field of vacuum cup machines, but also in the field of control motors and their drive systems, its revenue in the field of robotic applications grew by about 22%.
Although some enterprises have a small overall turnover, their robotics business is growing rapidly, showing strong growth potential. For example, Jiangsu Reilly's 2025 robotics related parts revenue reached 2466 million yuan, an increase of 157.62%, marking its entry into the year of mass production in the field of physical intelligence.
However, it is worth noting that some companies with deep layouts have not yet generated large-scale returns in terms of performance. Ocean Motors has made it clear that the related business has not generated operating income; Credit Group has also said that the company's revenue contribution is limited in the short term; Heiwa Tech, although the product has gained market application, has not been separated separately from robot machine revenue in the yearbook. This also reflects that the human robot industry as a whole is still in its early stages of development, and the true human robot dividend has not been fully released.
Overall, most of the motor-related listed companies have completed full-circuit validation on the humanoid robot circuit, from pre-engineering of silicon technology to the development of silicon products to the commercialization of silicon landing pads.
In terms of technical path selection, short-term industry consensus has been heavily focused on brushless rectangular motors and vacuum cup motors in both directions. In the application process, pioneers such as Pedicure Shares, Racing Intelligences, Brush Electrics have established a leading position with capacity and customer advantages, while the latter have also been pursuing through mergers, production research and collaboration.
With the formal implementation of industry standards in 2026 and mass production by leading manufacturers such as Tesla, Chiyo and others, the human-robot industry is making a substantial breakthrough from hydrogen to hydrogen. In this multi-billion-dollar hydrogen-muscle fusion competition, only the first to complete a closed-loop verification of hydrogen products - capacity - will have the opportunity to eat the richest industrial dividends in the upcoming volume production wave.
* Cover for AI mapping