Zheng Quan Shi Bao Wang·2025-11-19 11:17Core Insights - The company has made early investments in humanoid robot business, primarily collaborating with overseas brands, leading 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 currently supplies over 400 part numbers for humanoid robots, focusing on components for dexterous hands and gradually expanding to larger components [1] - New orders for overseas humanoid robots are accelerating in the fourth quarter, prompting the company to actively expand production [1]