Core Insights - The company is currently engaged in the production of precision components for humanoid robots, including flexible and rigid wheels for harmonic reducers, and elastic bodies for six-dimensional force sensors [2] - The company plans to leverage its advantages by focusing on the research and development of core components for humanoid robots and increasing the secondary development and application of humanoid robot terminal applications [2] - The company has strategically invested in Guohua Intelligent, which has deep expertise in harmonic reducers, planetary rolling screw, rotary joints, linear joints, and humanoid robot bodies, and has established in-depth cooperation with well-known clients [2] - The company has also invested in Yingzhi Technology, which provides advanced "muscle systems" and "motion control cores" for humanoid robots through its leading frameless torque motors and controllers [2] - The company initiated the establishment of Zhili Sensor, the first domestic company to combine force perception multimodal models with customized AI edge chips, offering advanced intelligent sensor solutions to clients [2]

Group 1: Market Demand and Production Growth - The demand for energy storage orders has rapidly increased in the second half of this year, driven by the company's proactive capacity layout and customer development [4] - The company has seen significant revenue growth from clients such as Chuangneng New Energy and Zhongqi New Energy, with production of square battery precision structural components expected to maintain rapid growth [4] Group 2: Future Profitability and Cost Management - The cylindrical battery precision structural components have steady demand, with large-scale production of the full-tab series products already achieved [5] - As downstream customer orders increase, the company's capacity utilization will rise, leading to reduced manufacturing costs and lower transportation costs due to new production bases [5] - The proportion of period expenses to revenue is expected to decrease as the company's revenue scale grows, improving profitability in the second half of the year [5] Group 3: Robotics and Strategic Investments - The company is focusing on the development of core components for humanoid robots, leveraging strategic investments in Guohua Intelligent and Yingzhi Technology to enhance its product offerings [6] - The establishment of Wuxi Zhili Sensor Technology Co., Ltd. aims to provide advanced intelligent sensor solutions, with products already in testing phases for collaborative robots and humanoid robots [7] Group 4: Investor Relations Activity - The investor relations activity took place on September 29, 2025, with participation from various securities firms and company executives [2] - The event did not involve any undisclosed significant information [7]