Precision reducer deals hit 31 in 2025 as humanoid robots drive component boom

创业邦 · wechat · 2026-09-04

A deep-dive into China's precision reducer (RV/harmonic/planetary) supply chain for robotics: funding deals in the sector fell from 20 in 2021 to 14 in 2024, then surged to 31 in 2025, driven by industrial robot growth and humanoid robot production expectations.

Key moves: Taoshi Intelligence raised over 100M RMB at a 1B+ valuation with 100K dexterous-hand joint module orders; Lingcha Yunco closed a C++ round with 2,000+ downstream clients; Nanjing Encos raised 200M RMB in its third 2025 round—supplied joints to 50%+ of humanoid marathon entrants including champion Tiangong Ultra. Also: SKF x Leaderdrive JV, Ningbo Dongli's 1B RMB raise for a 2M-unit/year line, and MIIT's embodied-robot field-training initiative.

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