Xin Lang Cai Jing·2025-09-22 10:25Group 1 - The company held an investor meeting on September 19, focusing on its future development in the humanoid robot industry, indicating a broad market potential and ongoing exploration of opportunities in this field [1] - The company is enhancing its capabilities in identifying and responding to long-tail demands across various industries, including robotics, and is focusing on improving the applicability of products to automation equipment and the processing and assembly of components [1][2] - The company aims to increase the BOM coverage of humanoid robots from less than 5% to over 15%, although it did not specify a timeline or detailed measures to achieve this goal [2] Group 2 - The company is establishing a product supply system that includes self-manufacturing, OEM/ODM supply, and centralized procurement to meet long-tail demands [2] - The company is undergoing a full-process automation transformation for customized non-standard single parts, achieving some preliminary results [2] - In building an industrial ecosystem, the company plans to integrate social production capacity in industries with sufficient market supply and redundant capacity, enhancing the capabilities of suppliers and constructing a sustainable industrial chain ecosystem [2]