Core Viewpoint - InnoCare (02577) has partnered with a leading robotics company to launch the world's first gallium nitride (GaN) robot, which is expected to significantly increase the demand for GaN chips in humanoid robots [1] Group 1: Company Performance - InnoCare's stock rose over 5% in early trading, reaching 100.5 HKD with a trading volume of 175 million HKD [1] - The company reported a sales revenue of 553 million CNY for the first half of the year, representing a year-on-year growth of 43.4% [1] - The gross margin improved to 6.8%, a significant increase of 28.4 percentage points compared to the same period in 2024, marking the first time the company recorded a positive gross margin [1] - The net loss narrowed to approximately 429 million CNY, a decrease of 12.16% year-on-year [1] Group 2: Product Development and Market Demand - The company anticipates that the shipment of GaN chips for robots will exceed 10,000 units this year, with each robot requiring about 300 GaN chips [1] - As technology continues to evolve, the demand for GaN chips in humanoid robots is expected to rise significantly, with the usage per robot projected to increase to 1,000 chips to enable more complex movements in key areas such as fingers and waist [1] - Sales targeting AI and data centers grew by 180% year-on-year, with the 100V GaN-based 48V-12V applications entering mass production [1]