Electronic Equipment and Instruments

Hanwei Electronics

Deep Research

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605488

688322

688071

02050

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HSAI

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603662

600480

BOSCH

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688582

TSLA

XPEV

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Entering 2025, three years into the OpenAI-led AI cycle, the industry remains in a full-on AI investment phase. Based on our recent work, Dolphin Research sees 2026 hinging on compute cost-down and on AI capex translating into deployments across software and hardware.The rollout of new hardware is the true incremental driver. Meanwhile, mass production of Tesla's Optimus is drawing closer, and humanoid robots could become the primary AI form factor, reshaping human interaction and productivity.On this premise, Dolphin Research is launching coverage on the robotics supply chain. This is Part 1.

ROBOSENSE

Fulai New Material

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Humanoid Robots: AI's Best Hope?

Hanwei Electronics released FY2025 Q3 earnings on October 29 After-Market BJT, actual revenue CNY 525.27 M, actual EPS CNY 0.0798

Hanwei Electronics released FY2025 9 Months Earnings on October 29 After-Market BJT, actual revenue CNY 1.702 B, actual EPS CNY 0.2625

Hanwei Electronics to Release FY2025 Q3 Earnings on October 25 After-Market (BJT)

Hanwei Electronics released FY2025 Q2 earnings on August 28 After-Market (BJT), actual revenue CNY 574.36 M, actual EPS CNY 0.1326

Hanwei Electronics released FY2025 Semi-Annual Earnings on August 28 After-Market BJT, actual revenue CNY 1.177 B, actual EPS CNY 0.18

Hanwei Electronics to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

Hanwei Technology Equips Robots with Electronic Skin

Director of Hanwei Technology Reduced Shares

Gallant Millimeter Wave Radar Chip Shipments Surge, Sensor Technology Breaks Precision Records

Hanwei Technology Executives Plan to Reduce Shares

Company Expands into Robot Sensor Field, Building Multidimensional Product Matrix

Hanwei Technology Reports Rapid Growth in Suzhou Nester's Business

Hanwei Technology Flexible Sensor Line Capacity Increase

Huaxin Securities Comments on Hanwei Technology's 2024 Annual Report and 2025 Q1 Report

Hanwei Technology Announces 2025 Q1 Earnings Report

GuoTaiHaitong Publishes Report Analyzing Tactile Sensor Technology

Hanwei Electronics released FY2025 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 602.57 M, actual EPS CNY 0.05

Hanwei Electronics to Release FY2025 Q1 Earnings Report on April 29 After-Market BJT

Analysis of Hanwei's Response to Increased Tariffs and Sensor Market Outlook

Hanwei Technology's Innovations and Market Strategy in the Flexible Sensor Field