Jiang Nan Shi Bao·2025-12-25 08:30Core Insights - The establishment of the embodied robotics division by Yian Technology marks a strategic upgrade, focusing on the development and manufacturing of AI-related components for humanoid robots, with an expected market size of over 1 trillion yuan by 2035 in China [1][2] - Yian Technology has a strong technological foundation, being the only company globally to achieve large-scale production and commercial delivery of liquid metal technology, which is crucial for high-precision and reliable components in embodied robots [1][2] - The company aims to increase its revenue from robotics to over 25% by 2026, leveraging its material technology and production capacity to capture a significant share of the burgeoning embodied intelligence market [3] Company Developments - Yian Technology has completed the construction of its new factory in Zhuzhou, which will serve as a leading production base for amorphous alloys, with mass production expected to start in March 2026 [2] - The company has invested 120 million yuan to expand production capabilities, with specialized production lines set to be operational between Q3 2025 and Q2 2026, aligning with the mass production schedule of robotics components [2] - The establishment of the robotics division enhances Yian Technology's business structure, diversifying its operations across consumer electronics, new energy vehicles, and robotics, thereby reducing reliance on a single industry [2] Industry Outlook - The humanoid robot market is anticipated to experience explosive growth starting in 2026, driven by increased demand for high-value products such as sensor housings and dexterous hand components [3] - Yian Technology's liquid metal products hold over 60% market share domestically, which is expected to boost the localization rate of core robotics components and alleviate upstream supply chain pressures [2]