Yinlun Co.

Market context

Yinlun Co. supplies thermal-management hardware used across vehicle and industrial systems, including cooling modules, heat exchangers, and related assemblies.

Facts

• Website: https://www.yinlun.cn/?_l=en
• HQ: Tiantai, China
• Founded: 1958
• Ticker: 002126.SZ / SZSE
• Segment: Thermal Management

Thermal management supplier for robots and vehicles

Yinlun supplies thermal-management systems for automotive and commercial vehicles, with emerging robotics exposure through humanoid and embodied-intelligence thermal hardware.

• Target environment: Automotive platforms, commercial vehicles, robot actuator systems, humanoid development programs and electronics thermal-management applications.
• Deployment model: Component supply through thermal-management products, joint ventures and automotive-to-robotics manufacturing channels.
• Customer context: Automotive OEMs, robot developers, humanoid companies, electronics manufacturers and industrial equipment customers.
• Workflow context: Heat exchange, cooling, thermal control, actuator thermal management and electronics temperature management.
• Commercial maturity: Commercially mature thermal-management manufacturer with robotics activity still developing through humanoid-related component programs.
• Market position: Automotive thermal component supplier extending into the robot thermal-management supply chain.
• Adoption constraints: Robotics growth depends on design wins, thermal performance, packaging constraints, customer qualification and humanoid production volumes.
• Adjacent context: Adjacent context includes robot thermal management, automotive component suppliers, humanoid actuator cooling and electronics thermal systems.
• Source confidence: medium

Events

• 2025-08-27 - Capability - Yinlun Co. outlines a 1+4+N embodied-intelligence product architecture - In its investor relations activity record, Yinlun said its humanoid-robot business had formed a 1+4+N product system. The company described one system-level understanding layer, four module families covering thermal-management modules, rotary-joint modules, a…
• 2025-06-11 - Company Formation - Yinlun Co. joins the formation of Suzhou Yizhi Dexterous Drive Technology - Yinlun announced external investment into Suzhou Yizhi Dexterous Drive Technology, a new joint venture focused on dexterous hands and embodied-intelligence robot core components. Securities coverage of the disclosed terms says Yinlun invested RMB 10 million f…
• 2025-06-07 - Capability - Yinlun Co. says it is actively developing robot thermal-management products - Yinlun stated on the investor interaction platform that it was actively laying out robot thermal management and that customers had corresponding demand. The company said robot thermal management could improve battery performance, extend component life, and su…
• 2025-02-23 - Market Signal - Yinlun Co. says robot-components work remains in R&D and has not yet generated revenue - Yinlun disclosed in a stock-abnormal-movement notice that its robot-components business was still at the research-and-development stage. The company said the business had not yet generated revenue and would not materially affect current performance. The discl…

Team

• Jun Xia - General Manager

Relationships

• Kepler Robotics - Partner - Yinlun Co. signed a strategic cooperation agreement with Kepler Robotics on thermal management for humanoid robots.
• Veichi Electric - Partner - Yinlun Co. and Veichi Electric cooperate on thermal management and motion control systems for robotics applications.

Context tags

• Precision component supplier - Stack Layer
• Robotics hardware supply chain - Customer Environment
• Thermal component supplier - Stack Layer

Sources

• https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=11176231&stockid=002126