22家人形机器人相关公司中报业绩预喜

Group 1 - The humanoid robot sector in the A-share market has 28 listed companies that disclosed their 2025 semi-annual performance forecasts, with 22 companies expecting positive results, indicating a growth in net profit year-on-year or a turnaround from losses [1] - Key factors driving the positive performance include the accelerated penetration of new energy vehicles, recovery in the consumer electronics market, and upgrades in smart manufacturing equipment [1] - Nanjing Estun Automation Co., Ltd. expects to turn a profit due to increased industrial robot shipments driven by market demand recovery, and recently launched the second-generation humanoid robot Codroid 02 [1] Group 2 - Jiangxi Jinli Permanent Magnet Technology Co., Ltd. forecasts a net profit of 300 million to 335 million yuan for the reporting period, representing a year-on-year increase of 151% to 180% [2] - The company focuses on new energy and environmental protection sectors, particularly in applications related to new energy vehicles, robotics, and industrial servo motors [2] - Companies like Jinfa Technology and Tianqi Automation are making significant progress in their overseas expansion efforts, with Jinfa Technology expecting a net profit of 55 million to 65 million yuan, a year-on-year increase of 44.82% to 71.15% [2][3]