Ge Long Hui·2025-11-26 01:24Core Viewpoint - The company, Haozhi Electromechanical, reported that its products, including harmonic reducers, frameless torque motors, and encoders, are applicable in humanoid robots, with significant growth in sales expected by Q3 2025 [1] Group 1: Financial Performance - By Q3 2025, the company anticipates sales revenue of 168.34 million yuan from components such as turntables, reducers, and linear motors, representing a year-on-year increase of 15.69% [1] - This revenue is projected to account for 14.73% of the company's total operating income [1] Group 2: Market Dynamics - The growth in the robotics business is primarily driven by accelerated industry development, sustained demand from downstream markets, and enhanced competitiveness of the company's products [1] - The company has achieved significant improvements in product quality and performance through product iterations in the second half of the year, leading to a substantial increase in order volume [1] Group 3: Operational Insights - The sales scale of the robotics-related products remains relatively small, thus having a limited impact on the overall performance of the company [1]