Damon(SH:688360) Chang Jiang Shang Bao·2025-06-18 23:46Core Viewpoint - Demar Technology (688360.SH) is enhancing its layout in the upstream robotics industry chain through a strategic cooperation agreement with Shanghai Zhiyuan New Technology Co., Ltd, focusing on innovative applications of embodied intelligent robots in logistics scenarios [1][2]. Group 1: Strategic Cooperation - On June 17, Demar Technology signed a strategic cooperation agreement with Zhiyuan New Technology to explore innovative applications of embodied intelligent robots in logistics, leveraging each other's core strengths [1][2]. - The cooperation aims to accelerate the commercial deployment of humanoid robots in the logistics industry and create competitive "humanoid robot + intelligent logistics equipment" system products and solutions [2]. Group 2: Recent Developments - Demar Technology has been actively expanding its presence in the robotics field, signing multiple strategic cooperation agreements with various institutions, including Zhejiang University and Yuanlu Technology, to promote technological innovation and application in humanoid robots [3][4]. - The company also made a strategic investment in Lianyungang Sikes Robot Technology Co., Ltd, focusing on collaborative development in technology, production, and market expansion for humanoid robots and high-end medical applications [4]. Group 3: Financial Performance - Demar Technology has shown consistent profit growth, with net profit increasing steadily from 2017 to 2024. In Q1 2025, the company reported a 25.55% year-on-year increase in revenue and a 49.12% increase in net profit [1][7]. - The company's R&D expenses have been rising, with a rate of 7.08% in Q1 2025, reflecting its commitment to innovation and technological advancement [6]. Group 4: Market Position and Competitive Advantage - Demar Technology is positioned at both ends of the humanoid robot industry chain, focusing on application scenarios and core component production, with a strong understanding of the logistics industry [4][5]. - The company has established a global presence, serving over 30 countries and regions, and has accumulated significant technological expertise in core components, enhancing its competitive edge in the market [5].