Qingdao Gaoce(SH:688556) Ge Long Hui·2025-11-26 08:39Core Viewpoint - The company is focusing on the development and customization of robotic components, particularly in collaboration with North American clients, with positive progress reported in various areas of its robotics business [1] Group 1: Robotics Business Development - The company has established Gaoce Intelligent (Shanghai) Robotics Co., Ltd. to concentrate on the research, manufacturing, and sales of humanoid robot core components and processing equipment [1] - The company is actively expanding its business in new low-creep, high-wear composite metal tendons for humanoid robots, having already formed small batch orders [1] - Progress in the development of grinding equipment for planetary roller screw mechanisms for humanoid robots is reported to be going smoothly [1] Group 2: Gearbox Business - The gearbox business is currently focused on customized research and development in collaboration with North American clients, with progress being reported as smooth [1] - However, the related products being developed in conjunction with clients are still in the very early stages, indicating potential uncertainty [1]