Xin Lang Cai Jing·2025-08-28 13:35Core Viewpoint - The company has shown significant growth in its financial performance for the first half of 2025, with a focus on expanding its robotics and new energy motor businesses, while also planning for future production capabilities and product developments [2][4]. Financial Performance - In the first half of 2025, the company achieved a revenue of 2.525 billion yuan, representing a year-on-year increase of 20.07% - The net profit attributable to shareholders was 287 million yuan, up 15.73% year-on-year - The net profit after deducting non-recurring gains and losses reached 246 million yuan, marking a substantial growth of 55.65% [2]. Robotics Business - The company has established a complete industrial chain for linear modules and screw rods, actively engaging with two leading domestic new energy vehicle companies to develop humanoid robot joint modules and reverse planetary roller screw projects - The first batch of orders commenced in May, with production capacity planning for humanoid robot components set at 1 million sets annually, aiming for 300,000 sets by the end of 2025 [2]. - The company is also collaborating with various robot manufacturers, with several prototypes delivered and some in production stages, although formal contracts have not yet been secured [2]. Grinding Equipment - The second-generation grinding equipment is expected to enter mass production in September, meeting C3 precision standards, with a target of 40 units per month by the end of November - Planning for the third generation of grinding equipment has already begun, with the second-generation machine set to be released in September [3]. New Energy Motors - The new energy electric drive business generated revenue of 440 million yuan in the first half of 2025, reflecting a remarkable growth of 93.78% - The company is expanding its presence in multiple locations, including Chongqing and Southeast Asia, with new production bases established in Thailand and Chongqing - Several product platforms have achieved mass production, and new product developments are progressing, including a high-voltage integrated motor expected to enter mass production in 2026 [4]. Other Businesses - The company is exploring the potential of PEEK materials in its HDM transmission components, with plans to integrate this into its robotics business - The joint assembly business is entering small batch production with several key clients, while the dexterous hand screw business has received important orders from major clients [5].