Core Insights - Linghou Robotics has achieved a significant milestone with its embodied intelligence business, surpassing 100 million RMB in cumulative orders from the end of 2024 to mid-2025, indicating its capability for large-scale production and delivery in this field [1][2] - The company is a core component supplier focused on intelligent manufacturing and industrial automation, with R&D centers in Suzhou, Shenzhen, Japan, and Vietnam, and has successfully entered markets in Southeast Asia, Europe, and North America [1] - Linghou Robotics has developed a comprehensive technology matrix covering core products such as deep vision modules, wheeled robot modules, high-precision joint modules, and domain controllers, ensuring a complete hardware loop for humanoid robots [1] Business Model and Capabilities - The company's ability to achieve large-scale delivery is attributed to its end-to-end management capabilities and flexible delivery system, which ensures efficient operations and quality control throughout the entire process from R&D to final delivery [2] - Linghou Robotics is one of the few domestic manufacturers with integrated capabilities in "core module independent research and production + complete machine ODM delivery," establishing its leading position in the robotics manufacturing sector [2] - The company plans to enhance its technological innovation and manufacturing capabilities in the field of embodied intelligence, focusing on R&D investments in core components to provide more competitive modular solutions [2]

Core Insights - Linghou Robotics has achieved a significant milestone with cumulative orders exceeding 100 million RMB in its embodied intelligence business, marking its capability for large-scale production and delivery [1][2] - The company is a subsidiary of Bozhong Precision Industry, which has over 20 years of experience in industrial equipment manufacturing, focusing on sectors such as consumer electronics, new energy vehicles, and semiconductors [1] - Linghou Robotics has established a comprehensive technology matrix covering core products like deep vision modules, wheeled robot modules, high-precision joint modules, and domain controllers, ensuring a complete hardware loop for humanoid robots [2] Company Overview - Linghou Robotics was founded in 2015 and is a key supplier of core components in the intelligent manufacturing and industrial automation sectors, with Bozhong Precision holding a 39.9% stake [1] - The company collaborates with renowned clients including Apple, CATL, SAIC Motor, and Siemens, indicating strong industry relationships [1] Technological Capabilities - The company has developed an end-to-end management capability and a flexible delivery system that ensures efficient operations from R&D to final delivery, supporting large-scale production of wheeled humanoid robots [2] - Linghou Robotics emphasizes continuous innovation in embodied intelligence, focusing on enhancing R&D investments in core components to provide competitive modular solutions [2]