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China Leadshine Technology (002979.SZ): The related products of the General Robot Control System have entered the research and development stage.
On March 12, Gelonghui reported that China Leadshine Technology (002979.SZ) recently stated in an investor relations activity that based on the company's years of accumulation and experience in the field of motion control technology and PC-Based control cards, it has initiated the development phase for the related products of the general-purpose robot Motion Control System (commonly known as 'small brain').
China Leadshine Technology (002979.SZ): The Hollow Cup Motor has successfully entered mass production, with an annual capacity of 120,000 units.
On March 12, Glonghui reported that China Leadshine Technology (002979.SZ) mentioned in a recent investor relations activity that the company's brushless Hollow Cup Motor adopts saddle-type fully automatic winding technology and is formed in one piece, possessing many advantages such as good torque characteristics, high power density, a wide range of speed, and a long service life, reaching world-class technical levels overall. The company's Hollow Cup Motor has successfully entered mass production, with an annual capacity of 0.12 million units. Future Orders are expected to grow steadily.
China Leadshine Technology (002979.SZ): The frameless torque Electric Machine has already secured several large-scale commercial Orders, with cumulative supplies exceeding 10,000 units.
On March 12, Gelonghui reported that China Leadshine Technology (002979.SZ) recently indicated during an investor relationship activity that in February 2024, Shanghai Leadshine Robot Technology Co., Ltd. was established, focusing on the research, development, production, and sales of humanoid robot components and modules such as high-density frameless torque Electric Machines, CD servo drives, and hollow encoders. Successful mass production of FM1 and FM2 series high-density frameless torque Electric Machines has been achieved, with an annual production capacity reaching 300,000 units. In addition, the company has successfully developed joint module products in collaboration with advanced foreign enterprises, receiving high praise from many customers at the exhibition in Germany in November.
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.
Open Source Securities: Humanoid robots are accelerating their evolution, focusing on common key technologies and core components.
Open Source Securities believes that humanoid robots are expected to exceed expectations in mass production in 2025-2026 both domestically and internationally.
It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.
① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>
China Leadshine Technology Co., Ltd.'s (SZSE:002979) 27% Jump Shows Its Popularity With Investors
