立讯精密今年预计出货3000台人形机器人，面向外部客户

Group 1 - The company plans to ship 3,000 humanoid robots this year, all targeted at external customers, with a focus on industrial applications [2] - The current production line for humanoid robots is in the first generation "semi-automated manual line" stage, with plans to launch a "Manufacturing 2.0" line by early 2025, featuring high flexibility and automation [2] - The company has developed core capabilities across the entire humanoid robot industry chain, with most key components, except for batteries and some joint modules, being produced in-house [2] Group 2 - The management believes that China's humanoid robot development surpasses that of North America, with significant advancements in motion control and capabilities [3] - In the AI computing power sector, the company has responded to discussions about the "optical advances and copper retreats" technology route, asserting that copper connections will remain mainstream at the next generation 448G rate [3] - The automotive business aims to become one of the top five global Tier 1 suppliers within the next 5 to 10 years, supported by both organic growth and acquisitions, such as the recent purchase of Leoni [3]