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Xinhongye: Report for the first quarter of 2025
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Xinhongye (301310.SZ): The net income for the first quarter is 34.43 million yuan, a year-on-year increase of 20.43%.
Gelonghui reported on April 24 that Xinhongye (301310.SZ) announced its first-quarter report, with revenue of 0.755 billion yuan, up 55.35% year-on-year, net income attributable to shareholders of the listed company is 34.43 million yuan, an increase of 20.43% year-on-year, and net income attributable to shareholders of the listed company after deducting non-recurring gains and losses is 32.005 million yuan, an increase of 17.70% year-on-year.
Xinhongye (301310.SZ): The company specializes in the research and development of special cables suitable for humanoid robots (including dexterous hands).
On April 24, Gelonghui reported that Xinhongye (301310.SZ) stated on the investor interaction platform that the company is specifically developing special dedicated cables suitable for humanoid Siasun Robot&Automation (including dexterous hands). For specific cooperation and customer information, please refer to the external announcement information.
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Xin Hongye (301310.SZ): plans to invest 20 million to -40 million yuan to buy back shares.
On April 17th, Gelonghui reported that Xinhongye (301310.SZ) announced its plan to use its own funds and special loan funds provided by the Wuxi Branch of Industrial And Commercial Bank Of China (hereinafter referred to as "Industrial And Commercial Bank Of China") to repurchase the company's shares through a centralized bidding method. The types of shares to be repurchased are the company's issued and listed ordinary shares (A-shares) in RMB, which will be used for Stock-based Incentive or employee stock ownership plans. The total amount of the repurchase funds will not be less than 20 million RMB (inclusive) and not more than 40 million RMB (inclusive). The specific total amount of the repurchase funds will be determined at the expiration of the repurchase period or the repurchase shares.
