Hongming Electronics Frameless Torque Motors Indirectly Supply Humanoid Robot Joints; Some in Mass Production

Hongming Electronics (301682.SZ) said in an investor relations update on Nov. 13 that its robotics business is mainly undertaken by subsidiary Hongming Shuangxin and remains at an early stage. The company disclosed that its independently developed frameless torque motors are supplied indirectly for humanoid robot joint modules, with some models already in mass production and shipping.

The disclosure positions Hongming Electronics as an indirect supplier in the humanoid robot supply chain rather than a direct joint-module maker. Frameless torque motors are a key component for robot joints, and batch shipments suggest that some product variants have moved beyond sampling and into commercial delivery. Still, the company cautioned that the overall robotics business is only beginning, indicating that revenue contribution may remain limited for now.