Jingu Co., Ltd. Strategic Upgrade: Cash Cow Wheels + New Breakthrough in Robotic Materials
Performance Resilience Highlighted:
1. Traditional Business Strongly Generates Revenue: In 2024, the gross profit margin of the main wheel business is expected to rise to 16.17% (+3.14%), firmly resisting the decline of joint venture brands;
2. Profit Inflection Point Erupts: In Q1 2025, net profit exceeds 30 million yuan (up 210% year-on-year) after excluding financial expenses, fully realizing the high-margin strategy after removing financial interference;
Revolution in Robotic Materials Initiated:
1. Performance Surpassing Titanium Alloys: The strength of Avatar niobium micro-alloy reaches twice that of titanium alloys (2000MPa), with costs only one-third, breaking the deadlock of “lightweight + cost reduction” in the robotics industry;
2. Precise Replacement:
▶ Joint Components: Replacing titanium alloys, achieving twice the strength at 50% of the cost (e.g., Tesla Optimus rotating joints);
▶ Body Structure: Replacing aluminum alloy frames, reducing weight by 10% while doubling deformation resistance (essential for medical/industrial robots);
3. Core Track Positioning: By 2025, global humanoid robot production capacity will exceed 500,000 units, with material costs per unit slashed from tens of thousands to 3,000-5,000 yuan, directly promoting mass production commercialization.
