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The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
Mingke Precision Technology (001319.SZ): The company participates in the production and delivery of series models such as Chery's Tiggo, Exeed, and Zhijie.
On March 5, Glonghui reported that Mingke Technology (001319.SZ) recently stated in an investor relations activity that Chery Autos is an indirect customer of the company. The company is involved in the production and delivery of Chery's lineup, including the Tiggo, Exeed, and Zhijie models. The company mainly relies on stable mold development technology and chassis manufacturing experience to provide products such as subframes and body structure components around automotive chassis assemblies. Currently, the company has sufficient Orders on hand and has added some equipment and production lines at the Wuhan factory for this customer to increase capacity. With the deepening of cooperation and the advancement of the customer's new models, the company does not rule out the possibility of further expanding production capacity.
Mingke Precision Technology (001319.SZ): Overseas sales revenue accounts for about 30% of total revenue.
On March 5, Gelonghui reported that Mingke Precision Technology (001319.SZ) indicated during a recent investor relations activity that approximately 30% of the company's sales revenue comes from overseas, exporting to more than 30 countries and regions including Western Europe, Russia, the Americas, and Southeast Asia. Western European countries are one of the important export regions for the company. The company's overseas Business is also expanding rapidly. The company continues to promote research and development innovation, especially in the development of high value-added products represented by dashboard hardware assemblies, chassis hardware assemblies, and exhaust hardware assemblies, in order to secure stable and continuous Orders.
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