CHOKEPOINT LENS
DOSSIER
ROLE
Chinese bearing-and-precision maker described as the main supplier of inverted/reverse planetary roller screws for humanoid high-torque joints.
CHOKE POSITION
The listed pure-ish play on the steepest localization story in actuation: humanoid-related revenue reportedly reached ~30% in Q1 2025 — unusual purity for an A-share supplier.
Key readouts, what makes the choke pay, what breaks it, and the catalysts on the watch — for every instrument on the board.
INVESTABLE EXPRESSIONS
This instrument is partial · a-share via stock connect (broker-dependent). The nearest accessible exposure is below — adjacent exposure, not the same chokepoint position.
PERFORMANCE
No market data available for this instrument.
INTELLIGENCE FILES
ADJACENT INSTRUMENTS
NOTES
Main inverted-roller-screw supplier; humanoid rev ~30% Q1'25 [VERIFY]
[VERIFY]
Market intelligence, not financial advice.