Core Insights - The humanoid robot industry is accelerating towards commercialization by 2025, with supply chain changes presenting new investment opportunities [1] - Yongzhen Co., Ltd. (603381.SH) has emerged as a key player in the supply chain for intelligent humanoid robots, despite its current market value of 5.3 billion yuan not reflecting its core value in the robotics sector [1][2] Company Overview - Yongzhen Co., Ltd. has over 20 years of technical accumulation in aluminum alloy materials and extrusion, making it a leading manufacturer of aluminum alloy structural components [1] - The company is the largest global producer of photovoltaic frames and has recently acquired Zhejiang Jienowei Automotive Lightweight Technology Co., Ltd., gaining expertise in "flat extrusion" technology [1] Collaboration with Intelligent Robots - The partnership with Intelligent Robots is expected to convert technological potential into actual production capacity, with regular bulk deliveries of core components such as load-bearing structures and joint connectors [1][2] - Yongzhen Co., Ltd. plans to jointly develop magnesium alloy applications with Intelligent Robots to meet the dual demands for lightweight and high-performance materials [2] Market Valuation and Growth Potential - Despite the promising growth in the robotics sector, Yongzhen Co., Ltd.'s valuation remains low, primarily due to its heavy reliance on the photovoltaic business, which accounted for over 90% of its projected revenue of 8.183 billion yuan in 2024 [3] - The humanoid robot market is projected to grow from 25,000 units to 11.63 million units from 2025 to 2035, with a compound annual growth rate of 84.67%, indicating significant market potential for lightweight robotics [3] Institutional Interest - Several investment institutions, including Jiashi, Fuguo, and Dongfanghong, have begun to recognize the undervalued status of Yongzhen Co., Ltd., focusing on its robotics business during recent inquiries [3] - The company is positioned at a critical juncture in the robotics industry, transitioning from technology validation to large-scale production, which could lead to a revaluation of supply chain companies as demand increases [3]

Group 1 - The latest stock price of Meilixin is 25.25 yuan, an increase of 1.73% compared to the previous trading day [1] - The opening price for the day was 24.82 yuan, with a highest price of 25.40 yuan and a lowest price of 24.68 yuan, resulting in a trading volume of 55,749 hands and a transaction amount of 140 million yuan [1] - Meilixin operates in the communication equipment and automotive integrated die-casting sectors, primarily engaged in the manufacturing of semiconductor device specialized equipment and precision components [1] Group 2 - The wholly-owned subsidiary Yulai Sheng has commenced normal production and operations, providing products and services to customers [1] - The company's liquid cooling process-related aluminum alloy structural components are currently applied in charging piles and communication products [1] Group 3 - On August 11, the net outflow of main funds was 5.1918 million yuan, with a net outflow of 28.1613 million yuan over the past five days [2]

Core Viewpoint - The company is focusing on robotics as a key area for future business development, establishing partnerships with leading domestic companies in this field [1] Group 1 - The company has been continuously promoting robotics as a strategic business direction over the past two years [1] - The product lines of aluminum alloy, magnesium alloy, and injection-molded structural components can meet the demand for related robotic structural parts [1] - The company is gradually building cooperative relationships with numerous leading companies in the domestic market [1]

Core Viewpoint - The company is focusing on robotics as a key area for future business development, establishing partnerships with leading domestic companies in this field [1] Group 1 - The company has been continuously promoting robotics as a strategic business direction over the past two years [1] - The product lines of aluminum alloy, magnesium alloy, and injection-molded structural components can meet the demand for related robotic structural parts [1] - The company is gradually building cooperative relationships with numerous leading companies in the domestic market [1]