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领益智造董事长曾芳勤:未来三年每年至少投入2亿元做机器人

Core Viewpoint - Lingyi iTech has announced a strategic shift to fully invest in humanoid robotics, aiming to leverage nearly 20 years of experience in precision manufacturing and automation to become a leading player in the field [1][2]. Group 1: Business Strategy - The company positions itself not merely as a parts supplier but as a "three-in-one" provider of embodied intelligence, focusing on core components, assembly design, and comprehensive hardware services [1]. - Lingyi iTech aims to become one of the top three manufacturers of embodied intelligent hardware globally, with plans to invest at least 200 million yuan annually in the robotics sector [1][7]. Group 2: Market Potential - The humanoid robotics industry is still in its early stages, akin to the early days of smartphones, with significant potential for growth, projected to reach a market size of 10 trillion yuan [1]. - The company believes that the application of humanoid robots in various industrial scenarios, particularly in repetitive tasks within consumer electronics manufacturing, presents a substantial opportunity [4][7]. Group 3: Investment and Development - Lingyi iTech has initiated a project with a total investment of 137 million yuan, focusing on the development of core components and assembly capabilities for humanoid robots [4]. - The company has established partnerships with several domestic and international robotics firms to enhance its capabilities in component supply, module integration, and complete machine development [7]. Group 4: Technological Capabilities - The company has already provided key components such as head assemblies, dexterous hands, and limb assemblies for humanoid robots, showcasing its expertise in precision manufacturing [1][2]. - Lingyi iTech has developed production lines for critical components like lead screws, reducers, and bionic arms, indicating its readiness to advance in the robotics supply chain [4].