Ge Long Hui A P P·2025-09-24 07:57Core Insights - The company has early investments in the humanoid robot sector, primarily collaborating with overseas brands, which has led to significant revenue contributions from these partnerships [1] - In the first half of the year, revenue from two overseas brands amounted to 35 million RMB [1] - From the beginning of the year to the end of August, the total value of humanoid robot structural components delivered by the company exceeded 80 million RMB [1] - The company supplies over 400 part numbers for humanoid robots, focusing on precision components [1] - The projects are concentrated on dexterous hand transmission components, with a gradual expansion into larger transmission components [1] - The company is transitioning from ultra-precision small parts to high-value large parts, maintaining a precision level that exceeds that of typical consumer electronics [1]