LY iTECH(SZ:002600) 2 1 Shi Ji Jing Ji Bao Dao·2025-07-02 07:30Core Viewpoint - The humanoid robot sector is attracting more players, with Lingyi iTech (002600.SZ) entering the market, aiming to become a top global manufacturer in embodied intelligent hardware [2][4]. Company Strategy - Lingyi iTech plans to focus on core components and assembly design, provide comprehensive hardware services, and develop complete industrial application scenarios for robots [2][4]. - The company has increased its fundraising for key projects in humanoid robotics, indicating a significant commitment to this new sector [3]. Market Potential - The humanoid robot industry is likened to the early stages of smartphone development, with a market potential of trillions of yuan [2][4]. - Lingyi iTech's chairman emphasized the importance of continuous investment in this promising market [2]. Technological Capabilities - The company possesses extensive capabilities in material development and various processing techniques, which are crucial for producing robot components [5]. - Lingyi iTech aims to establish a global, all-process super factory for component processing and assembly, achieving cost reductions of over 50% [4][5]. Ecosystem Development - The company is focusing on ecosystem construction by collaborating with 16 industry partners to enhance robot technology towards more human-like and intelligent applications [5][6]. - Strategic partnerships have been formed with leading companies to accelerate the commercialization of humanoid robots [6][7]. Future Plans - Lingyi iTech plans to complete five real training scenarios and various application data collection by 2025 [6]. - The company is preparing to expand its consumer electronics business to support its new robotics initiatives, acknowledging the challenges in standardization and scalability in the humanoid robot sector [7].