Xin Lang Cai Jing·2025-11-19 10:51Core Viewpoint - The company has strategically positioned itself in the humanoid robot sector, primarily serving overseas brands, which has led to significant revenue contributions from these partnerships [1] Group 1: Revenue Contributions - In the first half of the year, two overseas brands contributed 35 million RMB to the company's revenue [1] - By the end of August, the total value of humanoid robot structural components delivered by the company exceeded 80 million RMB [1] Group 2: Product Offerings - The company currently supplies over 400 different part numbers for humanoid robots to its clients [1] - The focus of the company's projects has been on transmission and structural components for dexterous hands, with plans to expand into larger transmission and structural components [1] Group 3: Future Outlook - The company is experiencing accelerated growth in new orders for overseas humanoid robots in the fourth quarter and is actively expanding its production capacity [1]