NJEC(SH:600699) Jiang Nan Shi Bao·2025-11-10 06:45Group 1 - The core focus of the meeting was on the progress of the company's robotics components business and collaborations with leading robotics companies such as Zhiyuan and Xiaopeng, as well as major North American clients [1] - The company has a comprehensive range of humanoid robot components, with an estimated total value of 50,000 to 100,000 RMB per set, and expects significant growth in orders next year, particularly from North American clients and domestic partners [2] - The company has secured at least half of the market share in North America, with a focus on upgrading products from components to assemblies, targeting a value of 3,000 to 4,000 USD for head assemblies [3] Group 2 - The company is focusing on high-value-added products and has initiated the development of key components such as robotic controllers and energy management modules, with plans to integrate these into assemblies by the end of the year [4] - The company has successfully engaged with Xiaopeng Robotics for the production of head-mounted products and is preparing for mass production, receiving positive feedback on sensor kits and other components [5] - The company has seen increased demand from high-end clients in Europe for vacuum boosters and has secured over 6.6 billion RMB in orders for domestic vehicle charging systems, indicating a dual growth cycle in traditional and emerging businesses [6]