2025-07-16 06:13Summary of Conference Call on Baotong Technology's Robotics and Micro-Motor Business Company and Industry Overview - The conference call focused on Baotong Technology and its subsidiaries, particularly the developments in the robotics and micro-motor sectors [1][2]. Key Points and Arguments - Collaboration with Yushu: Baotong Technology has signed a cooperation agreement with Yushu for the joint development of industrial robots. Recent visits to Yushu were aimed at discussing further customization based on market demand [2][3]. - Market Demand: There is a strong demand from downstream customers for customized solutions, indicating a robust market for Baotong's robotics applications in industries such as steel and electricity [3][4]. - Establishment of Wuxi Tailis: The establishment of Wuxi Tailis was driven by market needs and prior validations. The company aims to integrate upstream core components with downstream application scenarios to create a complete industrial ecosystem [4][5]. - Team Composition: Tailis combines external top-tier micro-motor R&D teams with Baotong's internal teams, leveraging extensive experience in serving leading domestic and international robotics and semiconductor companies [5][6]. - Micro-Motor Technology: Tailis has developed advanced micro-motor technologies, including the ability to mass-produce ultra-small motors (10mm diameter), which is a significant achievement in breaking foreign monopolies [8][9]. - Competitive Advantages: Baotong's micro-motors offer superior torque and efficiency compared to competitors, particularly in specialized applications such as medical robots and automation systems [9][10]. - Application Fields: The micro-motors are applicable in various robotic fields, including humanoid robots, collaborative robots, surgical robots, and underwater robots, showcasing their versatility [13][14]. Additional Important Information - Customization and Innovation: The focus on customization and addressing specific industry pain points positions Baotong favorably in the market, with confidence in overcoming future challenges through their comprehensive design and manufacturing capabilities [12][14]. - Strategic Vision: Baotong's strategy revolves around AI integration in industrial applications, emphasizing the importance of ecosystem partnerships to advance robotic technologies [3][4]. This summary encapsulates the essential insights from the conference call regarding Baotong Technology's strategic initiatives and market positioning in the robotics and micro-motor sectors.