Core Viewpoint - The company, Lens Technology, has established a deep partnership with a major North American client, serving as a primary core supplier for over 10 years, particularly in the smart cockpit module sector [1] Group 1: Business Relationships - The company has a long-term collaboration with a North American major client, emphasizing its role as a primary core supplier [1] - The partnership spans over a decade, indicating a strong and stable business relationship [1] Group 2: Product Development - The company has developed various modules for humanoid robots, including head modules, joint modules, and dexterous hands, which have been shipped in bulk [1] - The company ranks among the industry leaders in the assembly scale of humanoid robots [1] - The company is working closely with its North American client to develop head modules and body structural components, preparing for product finalization and mass production bidding [1]

Core Insights - The company is actively expanding its presence in the humanoid robot sector through strategic initiatives aimed at capturing market share and enhancing its competitive edge [1] Group 1: Strategic Initiatives - The company focuses on material technology to seize the core component market, particularly in RV/harmonic reducers, by utilizing continuous casting technology for high rigidity, wear resistance, and cost-effectiveness [1] - The company aims to vertically extend its process chain to enhance single-point added value, moving from core material supply to precision processing, heat treatment, and joint modules, thereby forming an integrated capability of "materials-processing-key components" [1] - The company is building ecological dominance through capital collaboration, closely binding with core customers, and continuously entering high-value segments of the robot industry, including key materials, reducers, and joint modules [1]