搭上特斯拉，人形机器人供应商冲刺A股IPO

21世纪经济报道01-13

记者丨赵云帆编辑丨巫燕玲特斯拉人形机器人一级供应商新剑传动，冲刺IPO！三花智控、拓普集团、五洲新春……这些久负盛名的特斯拉人形机器人“Optimus”产业链公司，是过去一年二级市场机器人热点的主线之一。而在这一过程中，有一个名字被频繁提及，那就是“新剑”。据公开资料，新剑传动是特斯拉人形机器人的核心零部件供应商，其产品2022年已应用于特斯拉擎天柱机器人(Optimus)。1月9日，证监会官网...

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IPO","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLZ":0.6,"TSLT":0.6,"TSDD":0.6,"TSLG":0.6,"TSLR":0.6,"TSLP":0.6,"TSLY":0.6,"TSYY":0.6,"TSLW":0.6,"TSL":0.6,"TSLQ":0.6,"TSLS":0.6,"CRSH":0.6,"TESL":0.6,"TSLA":1.94,"TSLI":0.6},"content_text":"记者丨赵云帆编辑丨巫燕玲特斯拉人形机器人一级供应商新剑传动，冲刺IPO！三花智控、拓普集团、五洲新春……这些久负盛名的特斯拉人形机器人“Optimus”产业链公司，是过去一年二级市场机器人热点的主线之一。而在这一过程中，有一个名字被频繁提及，那就是“新剑”。据公开资料，新剑传动是特斯拉人形机器人的核心零部件供应商，其产品2022年已应用于特斯拉擎天柱机器人(Optimus)。1月9日，证监会官网显示，杭州新剑机电传动股份有限公司（以下简称“新剑传动”）启动上市辅导，并于浙江证监局完成辅导备案，中信证券担任辅导机构。图片来源：公司官网随着新剑传动筹备IPO，特斯拉“Optimus”人形机器人的三大关键部件供应商，三花、拓普、新剑将完成在资本市场上的聚首。分析人士认为，新剑传动IPO向外界展现了强烈的人形机器人产业化信号，其对特斯拉人形机器人，乃至整个人形机器人行业在2026年开启规模化量产，都有较强的信号意义。卡准机器人风口，“T链”三大巨头聚首A股公开资料显示，新剑传动成立于1999年的浙江杭州临安区，主营精密器械加工等。辅导信息显示公司为“C34 通用设备制造业”。公司第一大股东上海新剑资产管理有限公司持有新剑传动29.40%股份，为其控股股东。值得注意的是，该信息与工商资料更新信息有较大差异。企查查数据显示，新剑传动第一大、第二大股东为实际控制人单新平和新剑资产管理，并分别持股35.27%。此外，知名创投也云集股东之列，浙创投、中信证券、金石投资等机构分别持有公司6%、2.5%和2.5%股份。事实上，新剑科技并非一开始就押注机器人。公开资料则显示，新剑早年代表性产品为手表螺钉、精密齿轮、蜗杆等，为劳力士、欧米茄等全球知名手表品牌的供应商，是标准的聚焦细分领域的精密制造企业。随着时间的推移，手表螺钉附加值下降，公司开始转型进入行星滚柱丝杠行业。彼时，人形机器人行业尚未在特斯拉CEO埃隆·马斯克的预言中成为一个“万亿级”行业，全球行星滚柱丝杠主要由瑞士Rollvis、GSA和德国博世旗下公司Rexroth垄断产能，其主要应用于特种装备、精密数控机床、工业机器人与其他高端重工业设备等容量有限的市场，发展空间较为有限。恰恰是这样一个曾经颇为细分的行业，在人形机器人风口来临之际，被新剑传动踩中。2008年，新剑传动开始联合高校进行行星滚柱丝杠国产化；2022年，新剑传动实现了全国首个批量化生产，而彼时特斯拉刚好发布Optimus Gen1机器人，后者将丝杠的市场潜力，从原先的精密重工领域一下子扩容到了堪比全球整车的市场。由于特斯拉亚洲、部分欧洲地区供应链均由中国长三角地区企业构建，在本地遴选关键人形机器人部件供应商成为了特斯拉的必选项，同时也成为了新剑传动的契机。“行星滚柱丝杠是机器人设备的关键零部件，在此之前其生产长期被欧美企业垄断。今年，新剑传动迎来了年产100万台人形机器人行星滚柱丝杠产业化新项目，抓住了新风口。”新剑传动董事长单新平在去年3月接受浙江日报采访时透露。有意思的是，与三花智控、拓普集团等早年即为特斯拉汽车供应热管理、底盘控制系统等，新剑传动还不算是特斯拉汽车的核心供应商。但凭借其在丝杠领域的先发优势和地理位置配套优势，新剑传动得以顺利成为特斯拉人形机器人的核心供应商。“许多进入特斯拉产业链的公司都曾是无名之辈。特斯拉对于合作的供应商，也一般不看对方的业内名气或者合作履历，只看能否满足他们对产品的高要求。”某特斯拉供应商人士告诉记者。带动“T链”估值重构回首过去一年，新剑传动可能是各路券商研究中被提及次数最多的公司，但其本身却还未完成上市。比如，公司前道工艺供应商五洲新春于2025年3月与新剑传动签署战略合作协议。根据双方协议，五洲新春将为新剑传动提供行星滚柱丝杠、微型滚珠丝杠的行星滚柱和螺母套部件、谐波减速器，智能汽车用线控系统丝杠（REPS），机械电子（EMB）制动系统丝杠，智能主动悬架滚柱丝杠，后转向梯形丝杠等核心零部件和组件产品。而作为新剑传动的前道工艺供应商，五洲新春在资本市场上的热度甚至一度赶超拓普、三花两家核心供应商。2025年全年，五洲新春合计涨幅高达183%；2026年开年，截至1月12日收盘，五洲新春因新剑传动IPO消息再度上涨，1月来涨幅达到14.75%。与此同时，包括恒立液压、德业股份、中大力德、绿的谐波、江苏雷利、双环传动等知名“T链”上市公司，均因与新剑传动疑似存在前后道配套开发合作而为市场所关注。可以说，新剑传动虽然未曾上市，但新剑的影响力，已经令一批“T链”前道供应商迎风飞舞。而从最新的与五洲新春等企业的合作内容来看，新剑传动还有望借助与特斯拉人形机器人的合作，染指特斯拉汽车供应链，形成上市主体的部分核心商业化收入。开源证券近日发布研报指出，新剑传动启动上市辅导是人形机器人行业标志性事件，是对特斯拉机器人核心零部件资产的一次重新定价，为产业链其他优质公司作为资产价值重估的参考。此前特斯拉机器人核心供应链上市公司多数聚焦于执行器模组环节，新剑是丝杠环节重要供应商。其上市后的估值锚，将为整个机器人核心零部件板块，带动产业链优质资产进行价值重估。该券商还指出，新剑传动的上市进程，使其供应链的份额与确定性问题成为焦点，随着上市进程的推进，产业链供应商的份额将会更加清晰和明确。加上新剑上市有望推动其100万台丝杠产能建设加速落地，相关配套设备端公司有望持续受益。上市后，产能建设项目将加速落地，相关配套设备公司有望持续受益。你看好特斯拉的A股小伙伴吗？评论说说！SFC出品丨21财经客户端 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