The industry has entered the 'early commercialization' stage! Morgan Stanley significantly raised its shipment forecast for humanoid robots in China.

Morgan Stanley forecasts that China's humanoid robot shipments will reach 50,000 units in 2026 and rise to 446,000 units by 2030 (with a market size of USD 15 billion), marking the industry's entry into an early commercialization phase. With upcoming catalysts such as the World Robot Conference, Tesla’s Optimus V3 mass production, and further progress in Unitree Technology’s IPO, the third quarter will serve as a dense window of industry catalysts.

wallstreetcnJun 23 21:31

Huayan Jingji (301138.SZ): Currently does not utilize NVIDIA's Cosmos physics-based AI large model.

Gelonghui, June 23 — Huayan Precision Machinery (301138.SZ) stated on an interactive platform that the company currently does not use NVIDIA's Cosmos physics-based AI large model. The company employs proprietary intelligent technologies in its smart equipment. Its subsidiary’s intelligent visual inspection devices have already been sold externally and have been applied in multiple industries for product defect detection, automated sorting, and other scenarios. Currently, sales of the subsidiary’s intelligent visual inspection devices represent a relatively small proportion of the consolidated financial statements.

Gelonghui FinanceJun 23 20:57

Huayan Precision Machinery (301138.SZ): Q1 net profit attributable to shareholders was RMB 10.4408 million, down 25.85% year-on-year.

Gelonghui, April 23rd – Huayan Jingji (301138.SZ) released its Q1 2026 report. During the reporting period, the company achieved operating revenue of 126 million yuan, representing a year-on-year decrease of 3.11%. Net profit attributable to shareholders of the listed company amounted to 10.4408 million yuan, down 25.85% year-on-year. Deducting non-recurring gains and losses, net profit attributable to shareholders stood at 9.8657 million yuan, reflecting a year-on-year decline of 27.20%. Basic earnings per share were 0.087 yuan.

Gelonghui FinanceApr 23 08:45

Hua Yan Precision Machinery: First Quarter Report for 2026

SZSIApr 23 00:00 · Announcements

Hua Yan Precision Machinery: 2025 Annual Report

SZSIApr 23 00:00 · Announcements

Hua Yan Precision Machinery: Summary of the 2025 Annual Report

SZSIApr 23 00:00 · Announcements