Automotive Parts and Equipment

Lingyun Ind

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

Keli

Hanwei Electronics

XDLK

Tesla

XPeng

XPENG-W

Humanoid Robots: AI's Best Hope?

Lingyun Ind released FY2025 9 Months Earnings on October 27 After-Market (BJT), with actual revenue of CNY 14.07 B and EPS of CNY 0.4898

Lingyun Ind released FY2025 Q3 earnings on October 27 After-Market BJT, actual revenue CNY 4.809 B, actual EPS CNY 0.1298

Lingyun Ind to Release FY2025 Q3 Earnings on October 28 After-Market (BJT)

Lingyun Ind released FY2025 Semi-Annual earnings on August 25 During-Market (BJT), actual revenue CNY 9.261 B, actual EPS CNY 0.36

Lingyun Ind released FY2025 Q2 earnings during market hours on August 25 (BJT), with actual revenue of CNY 4.922 B and EPS of CNY 0.1831

Lingyun Ind to Release FY2025 Semi-Annual Earnings on August 26, 2025 (BJT)

North China Lingyun Increases Holdings in Lingyun Stock by 2.607 Million Shares

TF Securities Recommends Buy Rating for Ling Yun Shares

LYSCNC Extends into Robotic Sensor Business

Lingyun Shares Acquires Utility Patent for Blade Battery Structure

Analysis of Lingyun Co's 2024 Annual Report and 2025Q1 Quarterly Report

Huansan Securities Gives Lingyun Co. a Buy Rating

Lingyun Ind released FY2025 Q1 earnings on April 28 After-Market BJT, actual revenue CNY 4.339 B, actual EPS CNY 0.1769

Lingyun Ind released FY2024 annual earnings on April 28 After-Market (BJT), actual revenue CNY 18.84 B (forecast CNY 20.33 B), actual EPS CNY 0.5462 (forecast CNY 0.6153)

Lingyun Ind released FY2024 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 5.49 B, actual EPS CNY 0.1238

Lingyun Ind to Release FY2025 Q1 Earnings Report on April 29 After-Market BJT

Lingyun Ind to release FY2024 earnings on April 29 After-Market BJT, forecast revenue CNY 20.33 B, EPS CNY 0.8

Lingyun Group Plans to Increase Holdings in Lingyun Shares Up to 100 Million Yuan

Lingyun Co., Ltd. Releases 2024 Revenue and Export Business Status

Lingyun Group Plans to Increase Stake in Lingyun Co., Ltd. with Investment of No Less Than 80 Million Yuan