Constituents  ›  Hengli Hydraulic

Hengli Hydraulic恒立液压

601100.SH Components & actuators
Index weight
4.07%
Rank #9 of 41
Market cap
$21.7B
USD, live
PAI exposure
35%
Revenue from Physical AI
HQ
Changzhou
Founded 2005

About

China's largest hydraulic cylinder manufacturer, entered Tesla supply chain for humanoid robot linear actuators with fastest production capacity progress among peers.

Changzhou, Jiangsu · Founded 2005 · Company website

Why in the Index

Precision hydraulics maker. Expanding into roller screws and humanoid linear actuators.

PAI exposure of 35% reflects the share of trailing-twelve-month revenue attributed to Physical AI activities. See methodology §4 for inclusion criteria and §6 for how PAI exposure scales the weight.

Key Physical AI activities

  • Planetary Roller Screws · Screw / Linear Motion · 2024Planetary roller screws for humanoid robot linear actuators. Fastest production capacity among Chinese lead screw suppliers.
  • Integrated Motor + Screw + Cylinder Actuator · Integrated Actuator · 2024Integrated 'motor + lead screw + cylinder' products for humanoid robot limbs.

Key partnerships

  • Tesla

Milestones

  • 2021Began fundraising for lead screw production capacity
  • 2024Lead screw production capacity came online — fastest among peers
  • 2024Entered Tesla supply chain for humanoid robot limb actuators

Competitive position

China's largest hydraulic cylinder manufacturer. Fastest production capacity progress among lead screw suppliers for humanoid robots. Integrated 'motor + lead screw + cylinder' approach. Tesla supply chain member. OPTIMUS LINK: Denied being confirmed Tesla Optimus supplier (2025). Clarified: mainly doing early R&D and sample design work with multiple customers. Active in sampling to 'North American T company' per industry reports. Screw = ~30% of Optimus hardware cost (21st Century Business Herald).

Recent activity

No events tracked yet — this company is monitored daily.

Disclaimer

This profile is part of the China Physical AI Index — a public information product published by Tech Buzz China for informational and educational purposes only. It is not investment advice and is not a recommendation regarding Hengli Hydraulic or any other security. Company data is based on public filings and TBC research; revenue-exposure estimates are point-in-time and subject to update. See the full methodology §11 and disclaimer page.