从手机链到汽车链，深圳领益智造正式杀入“人形机器人链”

Core Viewpoint - Liyi Intelligent Manufacturing officially enters the robotics sector, aiming to leverage its existing consumer electronics business to support the development of robotics as a new growth curve [1][3]. Company Positioning and Strategy - The company aims to become a top 3 global manufacturer of embodied intelligent hardware, focusing on three core areas: core component and assembly design, comprehensive hardware services, and complete industrial application scenario development [1][3]. - Liyi plans to offer a one-stop service for core components and modules, achieving over 50% cost reduction through a systematic and comprehensive "slimming center" approach [1][3]. Market Potential and Industry Context - The humanoid robotics industry is compared to the early stages of the smartphone market, with a potential market size reaching trillions [3][5]. - Current industry challenges include a lack of standardization, leading to inefficiencies in design and production [3]. Production Capabilities and Partnerships - Liyi has established multiple production lines for key components such as lead screws, hollow cup motors, and reducers, providing complete assembly services for various robotic applications [3][4]. - The company has signed a strategic cooperation agreement with the National Innovation Center, aiming to support the scaling of humanoid robots and provide key components [4]. Long-term Vision and Investment - The company views the robotics sector as a long-term investment opportunity, similar to its previous ventures in consumer electronics and new energy vehicles [5][6]. - Liyi's robotics business is expected to drive demand for new materials, with potential profitability within three years, although significant long-term investment is required [6].