Leadshine Technology: Preliminarily Expects Humanoid Robot Business to Gradually Contribute Significantly Revenue in the Next Two Years

36Kr learned that Leadshine Technology recently stated during institutional research and on-site visits that its frameless torque motor orders on hand for the full year exceed 1 million units, with annual deliveries expected at 800,000 to 900,000 units. Current monthly production capacity stands at 150,000 units, and the company is expanding its automated production lines toward an annual output of 3 million units. In joint modules, orders for harmonic, planetary, and integrated wheel categories are growing rapidly, with over 60,000 units currently on hand. Deliveries are accelerating, and the company is simultaneously increasing capacity investment. In terms of revenue share, the robotics business currently accounts for a small portion of the company's overall revenue, expected to be about one-tenth this year, but it is showing a rapid growth trend. The company preliminarily expects the humanoid robot business to gradually contribute substantially to revenue in the next one to two years, and its share is likely to rise quickly over the next few years. The total order scale for robot-related businesses this year is expected to be between 200 million and 300 million yuan. The above is based on the company's current assessment of the humanoid market development and is for reference only.