Event
Lens Technology's Kunshan robotics base reaches daily output of 100 units
2 reports · 1 sources
Lens Technology disclosed institutional research information on November 1, stating that its Kunshan robotics base has achieved a daily output of 100 units and plans to provide capacity support of more than 10,000 units per month each for the customer's Q-series and T-series products next month. The base moved in for preparations in late August 2026, and the first product rolled off the line in late September. The company clarified that a monthly output of 10,000 units is planned capacity, which does not mean it has obtained orders of the same scale or actual shipments, nor does it mean fully automated production has been achieved. On the basis of ensuring scaled OEM delivery, Lens Technology and Shangwei Qiyuan are transitioning from scale ramp-up to ODM and vertical supply chain integration, and have cooperated with AgiBot in developing core components such as dexterous hand modules and key joint modules. The company's net profit attributable to shareholders for the first three quarters of 2026 was 1.420 billion yuan, a year-on-year decrease of 50.06%, including exchange losses of 654 million yuan.
Report timeline
- Lens Technology's Kunshan humanoid robot line reaches 100 units per day, plans to extend into ODM
Lens Technology's investor relations record disclosed on November 1 shows that its Kunshan base humanoid robot production line has achieved a daily output of 100 units, with plans to reserve capacity of more than 10,000 units per month each for its customer's Q series and T series. The company said its cooperation model will extend from OEM whole-machine manufacturing to ODM collaborative design and manufacturing, and that it has participated in the development and testing of joint modules, DCU controllers, and OmniPicker grippers for AgiBot's Lingxi X1. In the first three quarters of 2026, Lens Technology's revenue fell 10.74% and net profit fell 50.06%, with new businesses such as robotics accounting for less than 10%.
OFweek Robotics ·
- Lens Technology's Kunshan robotics base reaches 100 units per day, plans 10,000 units per month, while Q3 net profit falls 50%
Lens Technology disclosed institutional research information on November 1: its Kunshan robotics base has achieved a daily output of 100 units and plans to provide production capacity guarantees of more than 10,000 units per month for the customer's Q-series and T-series products respectively next month. The company's net profit attributable to shareholders for the first three quarters of 2026 was 1.420 billion yuan, down 50.06% year-on-year, including exchange losses of 654 million yuan. Lens Technology is collaborating with Shangwei Qiyuan to transition from OEM to ODM and vertical supply chain integration, and has cooperated with AgiBot in developing core components such as dexterous hand modules and key joint modules.
OFweek Robotics ·
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