AI liquid cooled humanoid robots become a new market for CNC demand

AI liquid cooling heat dissipation - precision components such as liquid cooling plates and fluid quick connectors require extremely high machining accuracy, and high-speed drilling and tapping centers and vertical machining centers have become standard equipment on production lines. DaZu CNC benefited from the large-scale deployment of AI servers and high-speed network switches, with a year-on-year revenue growth of over 100% in the first half of 2026.

The demand for precision machining of humanoid robots, such as joint shells and reducer components, continues to be released. Hengerda's acquisition of SMS grinding machines from Germany directly fills the gap in high-precision thread grinding machines in China, and the core processing equipment of the humanoid robot planetary roller screw is precisely this type of grinding machine.

Low altitude economy - the large-scale production of new energy storage battery structural components and energy storage inverters jointly drives the growth of demand for high-precision and intelligent machine tool equipment. The demand for these emerging tracks has just begun to be released, and after entering the stage of "large-scale production" from "commercial exploration", the demand for high-end machine tools will continue to rise.