Economic Information Daily News (16th) reported that Leadshine Intelligence (Shen: 002979) said during recent institutional research and on-site visits that the annual order backlog for frameless torque motors has exceeded 1 million units, with an estimated annual delivery of 800,000 to 900,000 units. The current monthly production capacity has reached 150,000 units, and the company is expanding its automated production lines toward an annual capacity of 3 million units.

    Regarding joint modules, orders for the three major types—harmonic, planetary, and integrated wheel—are experiencing rapid growth. The current order backlog exceeds 60,000 units, and deliveries are accelerating. The company is simultaneously increasing its production capacity.

    In terms of revenue contribution, the robot business currently accounts for a small proportion of the company's total revenue, estimated at around one-tenth this year. However, it has shown a rapid growth trend. The company preliminarily expects that revenue from the humanoid robot business will gradually make significant contributions in the next two years, and its proportion is likely to increase rapidly in the coming years. The total scale of robot-related business orders for the entire year is expected to be between 200 million and 300 million RMB.

    Leadshine Intelligence is currently up 1.44%, trading at 50 RMB. (jq)