Summary of the Conference Call on Schaeffler and the Humanoid Robotics Industry Industry Overview - **Industry**: Capital Goods, specifically focusing on Humanoid Robotics in Europe - **Company**: Schaeffler, a key supplier in the humanoid robotics supply chain Key Points and Arguments 1. **Schaeffler's Market Position**: - Schaeffler is a critical component supplier in the humanoid robotics sector, with an expanding addressable market [2][9] - The company generated €4.7 billion in revenue from its China operations in 2024, accounting for approximately 26% of total group sales [7] 2. **Local-for-Local Business Model**: - Celebrating its 30th anniversary in China, Schaeffler has established a highly localized business model with six R&D centers and 17 manufacturing plants [7] - This localization strategy enhances its competitiveness in the Chinese market [7] 3. **Market Share Objectives**: - Schaeffler aims to increase its market share in E-mobility and humanoid robotics, targeting further gains against domestic competitors [7] 4. **Humanoid Robotics Exposure**: - Schaeffler's components, such as ball screws and planetary roller screws, represent about 20% of humanoid hardware costs, with potential to increase its addressable content to over 50% [7][9] - The company emphasizes its role as a "trusted supplier" to OEMs rather than an integrator [8] 5. **Technological Differentiation**: - Schaeffler's products are positioned to meet high standards for long-term functionality, with a focus on precision and payload advantages [12] - The company has a first-mover advantage in the humanoid hardware supply chain, ready for mass production without significant capacity build-outs [10] 6. **Future Development in Humanoids**: - Management is optimistic about the global humanoid opportunity, emphasizing the need for clear use cases and scalable applications in industrial settings [12] 7. **Global Humanoid Market Forecast**: - Morgan Stanley's model estimates a total addressable market of 1 billion humanoids and $5 trillion in annual revenue by 2050, with a cumulative adoption forecast of 134 million units by 2040 [14] 8. **Recent Developments**: - Key integrators in China have announced orders totaling close to RMB 1 billion (approximately $140 million) as of September 2025 [13] - Tesla's Optimus V3 project is highlighted as a significant challenge requiring a new supply chain for its components [13] Additional Important Insights - **Schaeffler's Competitive Edge**: - The company differentiates itself through technology and scale, which will be crucial as humanoids transition into mass production [12] - The management team expressed confidence in improving competitiveness against local suppliers once domestic volume production is established [12] - **Valuation Trends**: - Recent funding rounds have seen significant valuations for humanoid developers, with Figure valued at $39 billion and Unitree at $1.7 billion [13][14] - **Cost Breakdown in Humanoid Robotics**: - A breakdown of costs indicates that screws account for approximately 20.2% of the total costs, with reducers and motors also contributing significantly [15][16] This summary encapsulates the critical insights from the conference call regarding Schaeffler's role in the humanoid robotics industry and the broader market dynamics.

– NOT FOR DISSEMINATION IN THE UNITED STATES OR THROUGH U.S. NEWSWIRE SERVICES –Vancouver, BC & Salem, Oregon, Sept. 17, 2025 (GLOBE NEWSWIRE) -- Humanoid Global Holdings Corp. (“Humanoid Global” or the “Company”) (CSE:ROBO, FWB:0XM1, OTCQB:RBOHF), a publicly traded investment issuer focused on building and accelerating a portfolio of pioneering companies in the humanoid robotics and embodied AI sector, is pleased to announce that it has closed its indirect strategic investment in Agility Robotics, Inc. (“A ...

Group 1 - Humanoid Global Holdings Corp. has been approved to uplist its common shares from the OTC Pink Sheets to the OTCQB Market, enhancing its visibility and accessibility for U.S. investors [1][2] - The uplisting is expected to improve liquidity and expand the company's reach in the U.S. investment market, indicating a strategic move to attract more investors [2] - CEO Joshua Matettore expressed excitement about the milestone, highlighting significant demand from U.S. investors for humanoid robotics opportunities [3] Group 2 - Humanoid Global is focused on building a portfolio of pioneering companies in the humanoid robotics and embodied AI sector, serving as a global investment platform [3] - The company provides capital and strategic consultation, including go-to-market strategies and regulatory pathways, to accelerate the growth of its portfolio companies [3]

Core Insights - Humanoid Global Holdings Corp. has appointed Dr. Yue Hu to its Technical Advisory Committee to enhance its technical strategy and research insights in humanoid robotics [1][2][3] - The company aims to capitalize on the projected growth of the humanoid robotics market, which Goldman Sachs estimates could reach a total addressable market of $38 billion by 2035, with expected shipments of 1.4 million units [4] - The Technical Advisory Committee will consist of leading robotics experts to support technical due diligence and advise on portfolio performance, focusing on emerging research and aligning product development with advancements in humanoid robotics [5] Company Developments - Dr. Hu will provide expertise in torque-controlled bipedal robotics and multi-modal force-feedback systems, which are critical for the future of embodied AI [3] - The advisory agreement with Dr. Hu is set for twelve months, with the option for either party to terminate at any time [6] - The company has granted Dr. Hu 50,000 incentive stock options at an exercise price of $0.61, vesting over four quarters, and 25,000 restricted share units that will vest immediately [7] Marketing and Engagement - Humanoid Global has engaged Investor Insights Systems Inc. for a four-month term to provide digital marketing services, with a total fee of $500,000 plus GST/HST [8][9] - The marketing services will include digital content creation, distribution, and market awareness campaigns to enhance the company's visibility in the humanoid robotics sector [8]