Zhenyu TECH: Some products in the humanoid robot business have recently achieved small batch deliveries, accounting for a small proportion of revenue

On October 14th, Zhenyu TECH was asked about the customer development situation in the humanoid robot field during an institutional research meeting. According to the company's semi-annual report for 2025, the company's linear actuator modules and reverse planetary roller screws have been directly connected to overseas major clients. Domestically, humanoid robot manufacturers that have adopted or are in the process of developing linear actuator modules and reverse planetary roller screws have basically achieved full coverage in terms of bulk supply, sample delivery, and technical exchanges. Relevant products have been validated by several well-known leading humanoid robot manufacturers both domestically and internationally. Some products have achieved small batch deliveries, which account for a relatively small proportion of the company's overall revenue. The company notes that the humanoid robot industry is still in the 0-1 startup stage, with main business revenue exceeding 4 billion yuan in the first half of 2025. Although related businesses have recently achieved small batch deliveries, the revenue scale is relatively small, and it is expected to contribute very little to the company's performance