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#In Robotics:
The subsidiary, Dingtai Robotics, has developed thread grinding and internal/external cylindrical grinding machines, which are the main processing equipment for precision components in robotics. They have already secured orders from Mingzhi and provided samples to leading Japanese harmonic reducer manufacturers, establishing strong competitiveness in the field of robotic components.
Core Business:
In Q1 2025, revenue reached 420 million yuan, a year-on-year increase of 27%; net profit attributable to the parent company was 73 million yuan, a year-on-year increase of 79%, exceeding expectations, with both volume and price of products rising. Q2 performance is expected to continue to grow significantly.
#PCB Drill Needles: Benefiting from AI-driven demand & “volume and price increase”. Sales in 2024 are projected at 810 million units; unit price is 1.16 yuan/unit; Q1 2025 sales reached 235 million yuan (year-on-year increase of over 30%), unit price is 1.18 yuan/unit (year-on-year increase).
In the drill needle sector, Shenghong has become the company’s largest supplier, with drill needles operating at full capacity this year; the increase in the proportion of AI drill needles with “high aspect ratio + small diameter + coating” has led to an increase in average price.
Target Space: The core business aims for a profit of 400 million in 2025, with a market value of 12 billion; the grinding machine and screw rod processing business conservatively estimates a market value of 12 billion, indicating more than double the potential.
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