步科股份唐咚：聚焦部件，成就全球机器人

Core Viewpoint - The industrial automation sector in China has reached an internationally leading level, particularly in emerging fields such as embodied intelligent robots and humanoid robots, with companies like Boke Co., Ltd. at the forefront of this development [2][5]. Company Overview - Boke Co., Ltd. was successfully listed on the Sci-Tech Innovation Board in November 2020, raising 381 million yuan, which significantly boosted the company's confidence and investment capabilities in humanoid and embodied intelligent robots [4]. - The company reported a revenue of 311 million yuan in the first half of 2025, representing a year-on-year growth of 21.28%, and a net profit of 26 million yuan, up 13.58% from the previous year [4]. Globalization Strategy - Boke Co., Ltd. aims for global outreach and has established a mission focused on components to achieve global robotics [2][5]. - The company is optimistic about the growth of international sales and revenue share in the coming years due to technological advancements and globalization efforts [2][5]. Industry Insights - The robotics industry is characterized by various categories, including industrial robots, mobile robots, and AGV robots, which are currently in a mature phase with substantial growth [6]. - The fields of embodied intelligent robots and humanoid robots are still in the technology introduction phase, with new demands emerging and driving the development of new technological solutions [6]. Strategic Focus - Boke Co., Ltd. aims to combine the long-term development of robotics with short-term market demands to ensure sustained commercial success [6][7]. - The company aspires to be the "most knowledgeable component company in robotics," focusing on providing not just hardware but also supporting component models that facilitate the successful application of humanoid robots [6][8].