蓝思科技(300433) - 300433蓝思科技投资者关系管理信息20250303
LensLens(SZ:300433)2025-03-03 03:24

Group 1: Company Overview and Activities - Blue Silicon Technology has been involved in the humanoid robot sector since 2016, developing various industrial robots including six-axis robots and visual inspection robots [1][2]. - The company has established partnerships with leading humanoid robot firms, providing integrated services for core components [2]. Group 2: Product Development and Applications - The company successfully delivered the Lingxi X1 humanoid robot in January 2025, showcasing its capabilities in mass production and quality control [2]. - Applications of humanoid robots developed by the company include logistics sorting, interview robots, security inspection robots, and AOI detection robots, aimed at improving production efficiency and reducing labor costs [3]. Group 3: Competitive Advantages - Blue Silicon Technology leverages its experience in consumer electronics to achieve high precision, efficiency, and cost control in humanoid robot production [4][5]. - The company boasts the highest vertical integration in the industry, optimizing production processes and managing supply chains effectively to lower production costs for clients [5]. Group 4: Future Goals - The company aims to enhance its one-stop vertical integration services for robot clients, focusing on the development of various components and modules to increase the average selling price (ASP) of robots [5]. - Blue Silicon Technology plans to deepen collaborations with leading robot companies and expand the application of humanoid robots into home services and healthcare sectors, aspiring to become the largest core manufacturing platform for embodied intelligent hardware in China [5].