Qingdao Gaoce(SH:688556) Zheng Quan Ri Bao Wang·2025-11-14 13:16Core Insights - The humanoid robot industry is experiencing significant growth opportunities driven by favorable policies and market conditions, prompting the establishment of Gaoce Intelligent (Shanghai) Robot Co., Ltd. with an investment of 100 million yuan by Gaoce Technology Co., Ltd. [1] - Gaoce Technology's strategic move into the robot industry is well-timed, leveraging its technological expertise in precision cutting, grinding, and electroplating to support its entry into the humanoid robot sector [1][2] Industry Background - The humanoid robot industry is benefiting from increased government support for intelligent manufacturing and robotics, alongside rapid technological advancements and expanding application scenarios [1] - The establishment of Gaoce Intelligent (Shanghai) Robot Co., Ltd. reflects the company's ability to seize industry development opportunities [2] Technological Advantages - Gaoce Technology has accumulated significant technical experience in precision grinding and metal material development, which facilitates a smooth transition into the robot industry [1] - The company has developed a new type of low-creep, high-wear composite metal tendon for humanoid robots, which has gained market recognition and resulted in small batch orders [2] Business Performance - Gaoce Technology's main business remains stable, with its photovoltaic segment showing improved profitability, achieving a quarterly turnaround [2] - The robust performance of traditional business lines provides financial support for the development of emerging businesses, enhancing the company's risk resilience and facilitating strategic transformation [2] Future Outlook - The establishment of the robot company will enable a more systematic and in-depth layout in the humanoid robot field, potentially opening new growth avenues for Gaoce Technology as the industry continues to expand [2]