Damon(SH:688360)2025-07-21 00:32Summary of Dematech's Conference Call Industry and Company Overview - Company: Dematech - Industry: Robotics, specifically focusing on humanoid robots and automation solutions Key Points and Arguments 1. Strategic Focus on Humanoid Robots: Dematech is strategically positioning itself in the humanoid robot sector, emphasizing both upstream components (like screws and motors) and downstream collaborations with robot manufacturers to enhance performance in real-world applications [2][6][8] 2. Screw Technology as a Core Component: The company identifies screw technology as a critical component for humanoid robots due to its high load capacity, longevity, and precision, aiming to integrate this technology into their core offerings [2][7] 3. Logistics as a Target Market: Dematech believes that logistics scenarios are ideal for humanoid robots due to their repetitive tasks and general applicability, making it a prime market for entry [2][10][11] 4. Collaboration with Robot Manufacturers: The company has established close partnerships with various humanoid robot manufacturers, including Zhiyuan, to enhance training and deployment capabilities [2][9][12] 5. Data-Driven Autonomous Work: Dematech is focused on achieving data-driven autonomous operations, having trained nearly 30 humanoid robots and planning to explore data trading models to further business development [2][14] Additional Important Insights 1. Global Market Strategy: Dematech is implementing a "local for local" strategy by establishing factories in Europe, Australia, and the U.S. to mitigate trade barriers and tariffs [4][22] 2. Product Launch Plans: The company plans to launch new products in 2025, including lightweight and efficient components, as well as AI-integrated smart conveyors and sorting machines [4][27] 3. Challenges in Data Collection: The company faces significant challenges in data collection for humanoid robots, as existing data is limited and often requires extensive cleaning and annotation [17][18] 4. Training and Adaptation of Humanoid Robots: Training humanoid robots for logistics tasks is a complex and lengthy process, requiring substantial data accumulation and testing to ensure effectiveness [19][16] 5. Impact of Tariffs on Business: Dematech has managed to mitigate the impact of tariffs through local manufacturing and by diversifying its market presence beyond the U.S. to regions with lower tariffs [21][23] Future Plans and Goals 1. Expansion of Strategic Partnerships: The company aims to deepen collaborations with existing partners and explore new partnerships to enhance its humanoid robot offerings [15] 2. Focus on Automation Solutions: Dematech's long-term goal is to create fully automated logistics systems, integrating humanoid robots and automation technologies to provide comprehensive solutions [19] 3. Market Penetration in Overseas Markets: The company is prioritizing overseas markets for its humanoid robots, particularly in regions with high automation demand, such as Japan and Europe [24][25][26]