Electronic Equipment and Instruments

Orbbec

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

Honeywell

W-Ibeda

SANHUA

Sanhua

Hesai

HESAI-W

Keli

Lingyun Ind

Hanwei Electronics

XDLK

Tesla

XPeng

XPENG-W

Humanoid Robots: AI's Best Hope?

Orbbec released FY2025 9 Months Earnings on October 24 After-Market (BJT), actual revenue CNY 714 M, actual EPS CNY 0.2705

Orbbec released FY2025 Q3 earnings on October 24 After-Market (BJT), actual revenue CNY 278.53 M, actual EPS CNY 0.1202

Orbbec FY2025 Q3 Earnings Release on October 25, 2025, After-Market (BJT)

Orbbec and Horizon Sign Cooperation Agreement for Robot Intelligence

Orbbec Discloses Profitable First Half Year Report

Orbbec released FY2025 Semi-Annual earnings on August 11 After-Market (BJT), actual revenue CNY 435.47 M, actual EPS CNY 0.15

Orbbec released FY2025 Q2 earnings on August 11 After-Market (BJT), actual revenue CNY 244.41 M, actual EPS CNY 0.0903

Orbbec Announces New Products at World Robot Conference

Orbbec provides entire machine equipment for Alipay's 'Tap and Take' service

Investor Inquires About Orbbec's Corporate Culture

Orbbec to Release FY2025 Semi-Annual Earnings on August 12, 2025 (BJT)

Orbbec's Sci-Tech Innovation Board Securities Issuance Application Accepted by SSE

Orbbec Announces Three New Visual Solutions for Robots

Huashang Fund Surveyed Aubie Zhongguang's 3D Vision Business

Jarah Fund's Research Visit to Orbbec

Orbbec Organizes Investor Visit to Discuss Emerging Scene Promotion

Orbbec 8.48% Restricted Shares Released

Orbbec-UW Stock Price Dropped with Net Outflow of Main Funds

Orbbec Experiences Rapid Growth in AIoT Business in 2025, Turning Operating Profit Positive

Orbbec's ESG Rating Dropped to B

Community Opinion

社区讨论

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.