Behind the Rise in Humanoid Robot Output: Lead Screws Not Yet at Scale, Price Anchor Already at 400-500 Yuan

Humanoid robot output is expected to grow from about 20,000 units in 2025 to over 100,000 units in 2026, but demand for lead screws has not yet scaled up, while the price anchor has already fallen to the 400-500 yuan range. Shuanglin Co. announced mass-production pricing of 499 yuan for its C3-precision planetary roller screw, and Wuzhou Xinchun's fundraising investment calculation uses 500 yuan per set with a unit cost of 318.77 yuan, corresponding to a gross margin of 36.25%, close to the levels of HIWIN Technologies and Nanjing Craft.