LY iTECH(SZ:002600) Changjiang Securities·2025-07-02 01:28Investment Rating - The investment rating for the company is "Buy" and is maintained [9] Core Insights - On June 26, 2025, the company held a robot strategy launch event, showcasing its "trinity" strategic layout in the robotics industry, four core advantages, assembly lines, product matrix, and the latest achievements in the development of robot application scenarios [2][6] - The company is a leading global supplier of AI terminal hardware, focusing on providing comprehensive intelligent manufacturing services and solutions to global customers. The launch event signifies the company's further focus on cutting-edge fields such as "human-eye-folding" to build comprehensive product solution capabilities in the future AI terminal market [2][6] Summary by Relevant Sections Company Overview - The company is positioned as a global leader in AI terminal hardware, emphasizing the integration of applications, solutions, and services in the context of vertical integration in the future AI terminal market [12] Robotics Strategy - The company defines its robotics business as "trinity" intelligence, focusing on core component and assembly design, comprehensive hardware services, and complete industrial application scenario development. The company has accumulated relevant technology since 2009 and has established a full-chain system for precision components, core modules, joint assemblies, complete machine assembly, and performance testing [12] Financial Projections - The projected net profits for the company from 2025 to 2027 are estimated to be 2.437 billion, 2.947 billion, and 3.987 billion respectively [12]