Core Viewpoint - The article discusses the entry of TuoSiDa into the humanoid robot market with the launch of the TuoXingJi series, which aims to fill a gap in the industrial sector by providing intelligent robots capable of autonomous reasoning and decision-making in complex tasks [1][2]. Group 1: Company Overview - TuoSiDa, a pioneer in the industrial robot sector, has transitioned from injection molding machinery to robotics, becoming the first listed company in Guangdong's robot industry [1]. - The company has experienced a significant revenue decline of nearly 40% in the first half of the year, prompting a strategic shift to divest from its smart energy and environmental management systems business [2][15]. - TuoSiDa has established the "TuoSiDa Humanoid Robot Ecological Innovation Alliance" to integrate resources across various sectors and accelerate the application of humanoid robots in diverse scenarios [2]. Group 2: Product Development - The TuoXingJi series includes wheeled humanoid robots and dual-arm robots, designed for warehouse and factory environments, capable of performing complex tasks autonomously [1][12]. - The first wheeled humanoid robot, "Xiao Tuo," has been validated in injection molding workshops, demonstrating capabilities such as real-time quality inspection and automated operations [1][12]. - TuoSiDa's humanoid robots are built on a self-developed control system, which integrates AI models and hardware, providing over 400 user-programmable interfaces and achieving industry-leading real-time performance [9][10]. Group 3: Market Potential - The humanoid robot market in China is projected to reach 38 billion yuan by 2030, indicating significant growth potential for TuoSiDa's new product line [6]. - The company aims to expand the application of its wheeled humanoid robots into assembly and inspection scenarios, targeting the automation equipment market valued in the hundreds of billions [2]. Group 4: Strategic Vision - TuoSiDa's founder, Wu Fengli, emphasizes the importance of integrating craftsmanship with real-world applications to create a sustainable business model for humanoid robots [4]. - The company is focused on enhancing its core technologies in industrial robots, CNC machine tools, and injection molding machines, aiming to improve operational quality and build a competitive industrial chain [15][16]. - TuoSiDa plans to leverage its advancements in humanoid robotics to eventually extend applications into service industries, healthcare, education, and public safety [17].

Core Viewpoint - The company, Tuosida, is experiencing significant growth in its product-related business, driven by its strategic focus on product development and project reduction, with a notable increase in revenue and profit margins [1] Financial Performance - In the first half of 2025, Tuosida's product-related business revenue increased by 22.66% year-on-year, with a gross margin of 38.83%, showing a slight improvement [1] - Revenue from industrial robots specifically grew by 22.55% year-on-year [1] Product Development - Tuosida has made progress on its first humanoid robot, "Xiao Tuo," developed in collaboration with Zhipu, which features an embodied large model [1] - The robot has successfully completed multiple rounds of verification in injection molding workshops, capable of real-time detection of injection part quality and autonomous loading, achieving full-process automation from detection to operation [1] - The development of "Xiao Tuo" demonstrates the feasibility of humanoid robots in industrial applications and reflects the company's capability in creating a closed-loop system of technology, manufacturing, products, and scenarios [1]

Core Viewpoint - The company has launched its first humanoid robot product "Xiao Tuo," which is based on a collaborative embodied model developed with Zhipu, enabling autonomous reasoning and decision-making for complex tasks [1] Group 1: Product Development - "Xiao Tuo" has undergone multiple rounds of validation in injection molding workshops, showcasing its practical application in industrial settings [1] - The robot integrates a 3D camera and AI visual inspection system, allowing it to identify the quality of injection-molded parts in real-time [1] Group 2: Automation Capabilities - "Xiao Tuo" can autonomously complete processes such as tray loading, achieving full-process automation from inspection to operation [1]

Core Insights - Guangdong Tuosida Technology Co., Ltd. hosted a site visit for 38 institutional investors, including Bosera Asset Management and Caitong Securities, on September 12, 2025, showcasing its strategic focus on product development and business restructuring [1] Group 1: Business Performance - In the first half of 2025, the company's product business experienced significant growth, with revenue increasing by 22.66% year-on-year and a gross margin of 38.83%, reflecting a slight year-on-year increase [1] - The industrial robot segment saw a revenue increase of 22.55%, with self-manufactured multi-joint industrial robots revenue soaring by 80.86%, and Cartesian robots revenue rising by 21.01% [1] Group 2: Product Development - The company's first humanoid robot, "Xiao Tuo," demonstrates industrial application potential, capable of autonomous reasoning and decision-making for complex tasks, having completed multiple validations in injection molding workshops [1] - "Xiao Tuo" integrates a 3D camera and AI visual inspection system to identify the quality of injection molded parts in real-time and autonomously perform operations, showcasing the potential for full-process automation in industrial settings [1] Group 3: Competitive Advantages - The development of humanoid robots highlights the advantages of the company's CNC machine tool business, as high-precision components like joint arms and brackets require advanced manufacturing capabilities [1] - The DMU/GMU400 and GMU600 models exhibit unique advantages and competitiveness in processing components for humanoid robots [1] Group 4: Technological Advancements - The company is investing in three core technologies: controllers, servo drives, and visual technology, to create a multi-driven system that integrates "scene + data + AI" [1] - The new generation X5 motion controller hardware has been optimized for high-end applications, with over 500 underlying functional interfaces available, integrating with mainstream AI models and simulation systems for advanced applications [1]

Group 1: Financial Performance - In the first half of 2025, the company's product business revenue increased by 22.66% year-on-year, with a gross margin of 38.83%, showing slight growth compared to the previous year [2] - The industrial robot business revenue grew by 22.55% year-on-year, with self-produced multi-joint industrial robots seeing an impressive revenue increase of 80.86% [2] - The revenue from injection molding machines, supporting equipment, and automatic feeding systems decreased by 0.87%, while the revenue from supporting equipment and automatic feeding systems increased by 29.64% [3] Group 2: Product Development - The company's first humanoid robot product, "Xiao Tuo," is capable of autonomous reasoning and decision-making for complex tasks, demonstrating the potential of humanoid robots in industrial applications [4] - "Xiao Tuo" integrates a 3D camera and AI visual inspection system to identify the quality of injection molded parts in real-time, achieving full-process automation from inspection to operation [4] Group 3: Impact on CNC Machine Tool Business - The development of humanoid robots poses challenges in design, materials, and manufacturing processes, requiring complex components that can be efficiently produced using five-axis CNC machine tools [5] - The DMU/GMU400 and GMU600 models exhibit unique advantages and competitiveness in processing components for humanoid robots [5] Group 4: Future Strategies in Embodied Intelligence - The company plans to invest in three core technologies: controllers, servo drives, and visual technology, to build a multi-driven system integrating "scenes + data + AI" [6] - The focus will be on enhancing collaboration with AI large model vendors to promote the iterative development and industrial application of intelligent equipment in structured industrial scenarios [6] Group 5: Intelligent Motion Control System - The new generation X5 motion controller has undergone multiple iterations to achieve reliable commercial productization, supporting various mainstream AI computing platforms [7] - The application software platform adopts a cloud-edge-end architecture, providing over 500 underlying functional interfaces and deep integration with mainstream AI large models and simulation systems [8]

Core Viewpoint - The launch of the first humanoid robot by Tuosida marks a significant milestone in the robotics industry, particularly for Dongguan's manufacturing sector, transitioning from a "follower" to a "leader" in product development [1]. Company Summary - Tuosida, recognized as one of the "Seven Swordsmen" of Guangdong's robotics industry, has introduced a humanoid robot designed to collaborate with existing robotic arms [1]. - The humanoid robot operates on a "specialized + general" dual-track model, aiming to create new opportunities in the trillion-level general manufacturing automation market [1]. Industry Summary - The introduction of this humanoid robot signifies a pivotal advancement for Dongguan's manufacturing capabilities, enhancing its position in the robotics field [1]. - The development of humanoid robots in Dongguan is characterized by a built-in adaptability and practicality, indicating a strong industrial foundation from inception [1].

Core Insights - The company, Guangdong Tuosda Technology Co., Ltd., launched its first humanoid robot, "Xiao Tuo," during a global open day event, emphasizing its focus on high-end intelligent equipment and the application of AI technology in manufacturing [2][3]. Group 1: Product Development - "Xiao Tuo" is equipped with the Zhipu AI model, enabling it to perform complex task reasoning autonomously in warehouse and factory settings, thus achieving full-process automation from inspection to operation [2]. - The manufacturing of "Xiao Tuo" has largely achieved self-sufficiency, with core components processed using the DMU400 five-axis CNC machine from its subsidiary, Evermi, and key technologies developed in-house [3]. Group 2: Market Position and Strategy - The company has built a comprehensive injection molding solution service capability over 18 years, serving over 15,000 clients across various sectors, which provides a solid foundation for the application of humanoid robots [3]. - The chairman outlined a 20-year plan focusing on strengthening the core business in the first five years, enhancing equipment in the next five, and implementing AI in the physical world over the subsequent decade [4]. Group 3: Industry Collaboration - The establishment of the "Tuosda Humanoid Robot Ecological Innovation Alliance" aims to integrate resources from industry, academia, and research to accelerate the large-scale application and innovation of humanoid robots [4]. - The decision to launch a wheeled robot instead of a bipedal one is based on practicality and cost-effectiveness, as wheeled robots are deemed more suitable for industrial environments [4].

Core Insights - The company TuoSiDa officially launched its first humanoid robot "Xiao Tuo" during the "Global Open Day 2025" event in Dongguan [1][2] - "Xiao Tuo" is developed based on a pre-trained embodied model COT-VLA, enabling autonomous reasoning and decision-making for complex tasks [1][2] - The robot has undergone multiple validations in injection molding workshops, demonstrating its capability to automate the entire process from detection to operation [1][2] Technology and Innovation - "Xiao Tuo" integrates a 3D camera and AI visual inspection system to identify the quality of injection-molded parts in real-time [1][2] - The core components of "Xiao Tuo" are processed using TuoSiDa's subsidiary Evermi's DMU400 five-axis CNC machine, achieving high rigidity cutting with precision exceeding one-third of a human hair [1] - The company has made breakthroughs in key technologies such as servo control, with innovations in mechanical end-effector jitter suppression control technology applied to "Xiao Tuo" [1] Strategic Direction - TuoSiDa aims to consolidate and expand its main business while focusing on high-end intelligent equipment and the application of AI technology in manufacturing [2] - The company plans to deeply integrate processes and scenarios to address practical application challenges, ultimately establishing a sustainable business loop [2]

Core Viewpoint - The company,拓斯达, aims to strengthen and expand its core business while focusing on high-end intelligent equipment and the application of artificial intelligence in manufacturing scenarios [1] Group 1: Company Development - The chairman, 吴丰礼, outlined the future development direction of the company during the "拓斯达全球开放日2025" event [1] - The company plans to integrate humanoid robots deeply with processes and scenarios to address practical application challenges [1] Group 2: Product Launch - The CEO of 矩阵智拓, 黄晶, officially launched the first humanoid robot "小拓" aimed at the injection molding industry [1] - This launch signifies a critical step in the application of humanoid robots in industrial settings [1]

Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of TuoSiDa, indicating a decline in stock price and significant net outflow of funds [1] - As of September 12, TuoSiDa's stock price decreased by 2.02% to 38.87 CNY per share, with a total market capitalization of 18.54 billion CNY [1] - The company has seen a year-to-date stock price increase of 52.49%, with notable gains over the past 5, 20, and 60 trading days [1] Group 2 - TuoSiDa, established on June 1, 2007, specializes in providing industrial automation solutions and related equipment, with a revenue composition that includes smart energy and environmental management systems (31.50%) and industrial robots (29.39%) [2] - As of June 30, 2025, TuoSiDa reported a revenue of 1.086 billion CNY, a year-on-year decrease of 36.98%, and a net profit of 28.73 million CNY, down 19.75% [2] - The company has distributed a total of 284 million CNY in dividends since its A-share listing, with 48.18 million CNY distributed over the last three years [3] Group 3 - As of June 30, 2025, TuoSiDa had 87,200 shareholders, a decrease of 0.74% from the previous period, with an average of 3,806 circulating shares per shareholder [2] - The top shareholders include various ETFs, with notable increases in holdings from 华夏中证机器人ETF and 天弘中证机器人ETF [3]