Group 1 - The core viewpoint of the article indicates that Si Hui Fu Shi (300852.SZ) has over 45% of its revenue coming from the industrial control sector [1] - A portion of the company's products is applied in humanoid robots, but the revenue contribution from this segment is currently less than 1% [1]

人民财讯9月12日电，英思特（301622）9月11日接受机构调研时表示，在新能源汽车领域，公司适用于 新能源汽车消费电子端的磁性应用器件目前交付进展顺利。同时，公司也在积极推进新能源汽车电机等 其他项目的开发，并持续加强在MIM磁性元件等技术领域的研发。在人形机器人领域，公司产品可应 用于人形机器人的电机、减速器和关节灵巧手等关键部件，致力于提升其控制精度和交互安全性。根据 部分公开报告，一台人形机器人稀土永磁材料用量大约在3.5—4千克(不特指国产人形机器人)。目前， 公司正在开发人形机器人电机相关客户，部分项目处于送样测试阶段。 ...

每经AI快讯，有投资者在投资者互动平台提问：具体的人形机器人合作客户有哪些？ 光莆股份（300632.SZ）8月14日在投资者互动平台表示，公司产品在该领域还在送样测试阶段。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company, Ruikeda, has begun small-scale supply of humanoid robot products, with projected sales revenue of approximately 10 million yuan in 2025, representing 0.41% of the expected revenue for 2024. However, the actual sales revenue remains uncertain due to the early stage of the industry [2][3]. Group 1: Company Performance and Financials - Ruikeda expects to achieve a net profit attributable to shareholders of between 151 million yuan and 171 million yuan for the first half of 2025, reflecting a year-on-year growth of 132.44% to 163.22% [3]. - The increase in profit is attributed to steady growth across various business segments, leading to a rise in order volume, along with advancements in technology, process innovation, and production automation [3]. - The company has seen an increase in orders from overseas factories compared to the previous year, indicating improved operational capacity [3]. Group 2: Business Development and Market Strategy - Future development focuses on several key areas: research and industrialization of products related to 6G communication and AI data centers, development of high-speed automotive products, expansion of overseas customer base, and exploration in humanoid robots and medical devices [3]. - The global connector industry is experiencing steady demand growth, particularly in China, which presents a broad market outlook for connectors [3]. - The company plans to enhance technological research and product development, while also expanding into new application fields such as AI and data centers, humanoid robots, and low-altitude economy [3].

瑞可达8月4日公告，近期有媒体关注到公司有应用于人形机器人的产品，已小批量供货中。截至目前， 公司人形机器人产品经过前期的研发，现已开始小批量供货，预计2025年该业务板块的销售收入约1000 万，占2024年营业收入比例为0.41%，由于目前尚处于产业初期，在公司的实际业绩中占比较小，该业 务板块当年实现的销售收入尚存在不确定性。 ...

Core Viewpoint - The company, 瑞可达 (688800), has announced that it is experiencing unusual stock trading fluctuations, attributed to media attention on its humanoid robot products, which have begun small-scale supply [1] Group 1: Product Development and Sales - The humanoid robot products have completed initial research and development and are now in small-scale supply [1] - The sales revenue from this business segment is expected to reach approximately 10 million by 2025, which would account for 0.41% of the company's total revenue in 2024 [1] - The business segment is still in its early stages, and the actual sales revenue for the year remains uncertain [1]

Core Viewpoint - The company has acknowledged media reports categorizing it as a related stock in the humanoid robot sector, but the revenue from humanoid robot-related products accounts for less than 1% of its total revenue, indicating no significant impact on its current operating performance [1] Group 1 - The company is aware of media reports linking it to humanoid robots [1] - Revenue from humanoid robot-related products is less than 1% of total revenue [1] - The current operating performance will not be significantly affected by this categorization [1]