灵猴机器人：具身智能机器人订单总额突破亿元 实现规模化交付

Core Insights - Linghou Robotics has achieved a significant milestone with its embodied intelligence business, surpassing 100 million RMB in cumulative orders from the end of 2024 to mid-2025, indicating its capability for large-scale production and delivery in this field [1][2] - The company is a core component supplier focused on intelligent manufacturing and industrial automation, with R&D centers in Suzhou, Shenzhen, Japan, and Vietnam, and has successfully entered markets in Southeast Asia, Europe, and North America [1] - Linghou Robotics has developed a comprehensive technology matrix covering core products such as deep vision modules, wheeled robot modules, high-precision joint modules, and domain controllers, ensuring a complete hardware loop for humanoid robots [1] Business Model and Capabilities - The company's ability to achieve large-scale delivery is attributed to its end-to-end management capabilities and flexible delivery system, which ensures efficient operations and quality control throughout the entire process from R&D to final delivery [2] - Linghou Robotics is one of the few domestic manufacturers with integrated capabilities in "core module independent research and production + complete machine ODM delivery," establishing its leading position in the robotics manufacturing sector [2] - The company plans to enhance its technological innovation and manufacturing capabilities in the field of embodied intelligence, focusing on R&D investments in core components to provide more competitive modular solutions [2]