Electrical Components and Equipment

Keli

Deep Research

02498

605488

688322

688071

02050

002050

HSAI

02525

603662

600480

BOSCH

300007

688582

TSLA

XPEV

09868

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

Orbbec

Honeywell

W-Ibeda

SANHUA

Sanhua

Hesai

HESAI-W

Lingyun Ind

Hanwei Electronics

XDLK

Tesla

XPeng

XPENG-W

Humanoid Robots: AI's Best Hope?

Keli released FY2025 Q3 earnings on October 30 During-Market (BJT), actual revenue CNY 396.42 M, actual EPS CNY 0.2898

Keli released FY2025 9 Months Earnings on October 30 During-Market (BJT), actual revenue CNY 1.082 B, actual EPS CNY 0.8991

Keli to Release FY2025 Q3 Earnings Report on October 31 During-Market BJT

Keli released FY2025 Q2 earnings on August 28 During-Market (BJT), actual revenue CNY 369.6 M, actual EPS CNY 0.3392

Keli released FY2025 Semi-Annual Earnings on August 28 During-Market (BJT), actual revenue CNY 685.18 M, actual EPS CNY 0.61

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

Koli Sensing Strategic Investment in North Micro Sensor

Director of Kelisi Sensing Reduced Shares

Guokin Securities Upgrades Kelisi Sensing to Buy Rating

Lin Defa Sells 73,900 Shares of Kelisi Sensing

Keli Sensing Senior Officer Lindafa Reduces Shares

Director Wang Zhuqing of Kelisi Sensor Reduced Shares

Senior executive of Keli Sensing Lin Defa reduces shareholding

Guokin Securities Gives Keli Sensing a Buy Rating

Keli Sensing Executives Sell 11,000 Shares

Keli Sensing executive Lin Defa reduced holdings

Kelisi Sensing Registers New Smart Robot Vision Control System Software Copyright

Director Wang Zhuqing of Kelisi Sensor Reduced Shareholding

Gujin Securities Gives 'Buy' Rating to Kelisi Sensing

Kelisens Invests in Kepler Robotics and Lays Out Sensor Industry Layout

Earning Release Date

财报预告

FY2026 Q1 Earning Release 2026.04.28 After-Market

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阳光电源

思源电气

亿纬锂能

德业股份

华友钴业

中天科技

公牛集团

湖南裕能

麦格米特

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