南方财经11月13日电，嘉晨智能回复北京证券交易所问询函，说明其对第一大客户杭叉集团的销售收入 连续三年下滑情况。2022年至2024年，公司对杭叉集团销售金额分别为1.78亿元、1.68亿元和1.61亿 元，占营业收入比例分别为52.95%、44.69%和42.16%。公司表示销售下降主要因产品结构变化及市场 竞争加剧所致。2024年，公司向杭叉集团销售驱动控制系统10.23万套、整机控制系统6.9万套，杭叉集 团新能源叉车销售量为44.88万台。公司称与杭叉集团合作稳定，具备长期可持续性，并就采购集中度 较高问题说明已完善相关内部控制流程。 ...

Core Viewpoint - The humanoid robot drive control system is a crucial component of the power system, with expectations for mass production in 2025, presenting growth opportunities for general control companies in the humanoid robot sector [1][6]. Group 1: Drive Control System Development - The drive control system requires specialized development due to the need for high load and high freedom of movement in a limited space, which exceeds the requirements of low to medium power mobile collaborative robots [2]. Group 2: Domestic General Control Enterprises - Domestic general industrial control companies are gradually entering the humanoid robot field, with cautious layouts focusing on the incremental performance contributions from humanoid robots. By 2025, several foreign and domestic companies are expected to launch humanoid robot products, leading to initial applications in industrial and service sectors [3][6]. Group 3: International Landscape - Overseas industrial control companies have limited involvement in humanoid robots, primarily led by companies like Tesla. Potential component suppliers mainly extend from the automotive supply chain, with Japanese companies having historical experience but limited current engagement in the humanoid robot market [4].