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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.
Shenzhen Everwin Precision Technology (300115.SZ): supplies key components such as shells, top covers, and Cell connectors for leading Battery manufacturers like Contemporary Amperex Technology.
On March 5, Glory Exchange reported that Shenzhen Everwin Precision Technology (300115.SZ) stated on the investor interaction platform that the company's production base in Yibin mainly focuses on the research and manufacturing of precision components related to New energy (especially power Batteries). The company supplies key components such as shells, top covers, and Cell connectors for leading Battery manufacturers like Contemporary Amperex Technology, covering various forms including square and cylindrical Batteries, serving the electric vehicle and energy storage fields.
Shenzhen Everwin Precision Technology (300115.SZ): Currently, humanoid robot component products have begun mass production and delivery.
Gelonghui March 3丨Shenzhen Everwin Precision Technology (300115.SZ) stated on the investor interaction platform that the company's Siasun Robot&Automation business has accumulated over 1.3 billion RMB in revenue since 2017, and humanoid robot component products have also begun mass production and delivery. The company is bullish on the rapid development of robots in industrial and service scenarios.
Here's Why We Think Shenzhen Everwin Precision Technology (SZSE:300115) Is Well Worth Watching
Shenzhen Everwin Precision Technology (300115.SZ): The company provides Metal appearance components for laptops to Apple.
On February 28, Gelonghui reported that Shenzhen Everwin Precision Technology (300115.SZ) stated on the investor interaction platform that the company provides metal appearance parts for laptops to Apple.
Shenzhen Everwin Precision Technology (300115.SZ): Cell structural components (cover plates, shells) can be applied to power battery products including Solid State Batteries.
On February 28, Glenwood reported that Shenzhen Everwin Precision Technology (300115.SZ) stated on the investor interaction platform that the company's Cell structural components (cover plates, housings) can be used in power battery products including Solid State Battery.