Event
Leadshine Technology discloses robot order capacity and humanoid revenue expectations
2 reports · 2 sources
During an institutional research survey, Leadshine Technology disclosed: frameless torque motors have more than 1 million units in full-year orders on hand, with annual deliveries expected at 800,000 to 900,000 units, monthly capacity reaching 150,000 units, and production lines being expanded toward an annual output of 3 million units; the three major categories of joint modules—harmonic, planetary, and integrated wheel—have more than 60,000 units in orders on hand. The company said that this year's robot business order scale is expected to be 200–300 million yuan, accounting for about one-tenth of revenue, and it preliminarily expects that humanoid robot business revenue will gradually make a relatively large contribution in the next two years.
Report timeline
- Leadshine prepares 3 million-unit capacity — can robots keep up?
Leadshine held an investor relations event, disclosing that its frameless torque motor orders in hand exceed 1 million units, monthly capacity is 150,000 units, and it is expanding toward annual output of 3 million units; the robotics business is expected to account for about 10% of overall revenue this year.
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- Leadshine expects humanoid robot business revenue to gradually make a larger contribution next year and the year after
Leadshine said during an institutional research survey that its full-year order backlog for frameless torque motors exceeds 1 million units, with annual deliveries expected at 800,000 to 900,000 units, monthly capacity reaching 150,000 units, and production lines being expanded toward an annual capacity of 3 million units. Order backlog for its three major categories of joint modules—harmonic, planetary, and integrated wheel—exceeds 60,000 units. This year's robot business order scale is expected at 200 million to 300 million yuan, about one-tenth of revenue, and it preliminarily expects humanoid robot business revenue to gradually make a larger contribution next year and the year after.
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