Core Insights - KedaLi (002850) recently hosted a research meeting with 22 institutions, showcasing its subsidiary Kema Innovation's new series of robotic core transmission technologies [1][2] - Kema Innovation focuses on core transmission systems for robots, emphasizing high performance, specialized development support, and cost reduction capabilities [1][4] - The humanoid robot industry is still in its early stages, with Kema Innovation planning to develop products based on customer needs and gradually improve product performance [1][3] Company Overview - Kema Innovation launched new robotic core transmission technologies at the Second High-Performance Humanoid Robot Technology Application Summit in Shanghai, providing efficient solutions for industrial automation, smart manufacturing, and healthcare [2] - The company aims to become a global leader in key robotic components, integrating domestic resources with Taiwanese precision manufacturing technology [4] Product Strategy and Development - Kema Innovation's product strategy focuses on refining product performance and collaborating with customers for customized development, transitioning from customization to standardization as market demand becomes clearer [7] - The company has released seven new robotic core transmission products, targeting lightweight, high integration, high torque, and intelligent safety [5] Material and Technology - PEEK materials are utilized in high-precision gears and components, offering advantages such as lightweight, low noise, and long lifespan, although they face challenges in processing and cost [9] - Kema Innovation currently uses domestically sourced PEEK materials, which allows for optimization in performance and weight reduction while mitigating supply chain risks [9][10] Competitive Advantages - Kema Innovation's new involute gear differential gearbox addresses the shortcomings of traditional harmonic reducers, enhancing load capacity and rigidity while reducing weight [10] - The company benefits from KedaLi's strong financial backing and market network, facilitating rapid market entry and supporting R&D investments [6] Market Position and Future Outlook - KedaLi's overseas business constitutes less than 5% of total revenue, with minimal impact from U.S. tariffs, allowing the company to focus on high-end manufacturing and emerging industries [11][12] - The company plans to optimize global capacity, enhance technological innovation, and diversify its product line to improve competitiveness [12]