Jin Rong Jie·2025-10-28 21:23Core Insights - The company reported a total revenue of 53.663 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 16.08% [1] - The net profit attributable to shareholders reached 2.843 billion yuan, with a year-on-year increase of 19.91% [1] - In Q3 alone, the revenue was 20.702 billion yuan, marking a historical high for the same period [1] Customer Collaboration - The company has made significant progress in developing humanoid robots for North American clients, with key modules such as head modules, joint modules, and dexterous hands being shipped in bulk [1] - The company is positioned among the industry leaders in the assembly scale of humanoid robots and is closely collaborating with major North American clients to prepare for product mass production bidding [1] - Partnerships with clients like Zhiyuan and Lingbao have been strengthened, providing structural components and assembly services for joint modules, dexterous hands, and torso shells [1] Robotics Shipment Growth - The company has rapidly increased its shipment scale of robotic systems, with the assembly scale of humanoid robots and quadruped robotic dogs ranking among the industry leaders [1] - It is expected that the company will ship over 3,000 humanoid robots and more than 10,000 quadruped robotic dogs by the end of the year [1] - The revenue from embodied intelligence business is projected to achieve exponential growth in the coming years, solidifying the company's position as a key manufacturing platform in the industry [1]