Lens expects to ship over 3,000 humanoid robots and 10,000 quadruped robotic dogs this year

Lens (06613.HK) stated that the company has currently entered the supply chains of several leading robotics companies in North America and domestically, with joint modules, dexterous hands, and structural components being delivered in bulk. The scale of assembly for humanoid robots and quadruped robots ranks among the top in the industry. It is expected that this year, over 3,000 humanoid robots and 10,000 quadruped robotic dogs will be shipped, initially becoming one of the largest embodied intelligent hardware manufacturing platforms.

The company anticipates that next year, the scale of core components and complete assembly for humanoid robots will double, and by 2027, the shipment volume of humanoid robots and quadruped robotic dogs will remain among the top globally. Currently, the robotics scale is in a phase of exponential growth, and the company aims to become the largest embodied intelligent robot manufacturing platform in the world, expressing full confidence in the future development and performance growth of embodied intelligence.

The company also mentioned that its main customers are all leading brands both domestically and internationally, and it usually signs long-term agreements with upstream core suppliers to lock in prices and inventory, ensuring a stable supply chain and controllable costs. Therefore, there is no situation of customers pressing for price reductions, and storage price increases have no negative impact on the company.

Lens today (21st) opened down 0.42%, with a lowest price of HKD 22.62. It is currently reported at HKD 22.84, down 3.22%, with a trading volume of 1,490,600 shares, involving HKD 34,088,900