Recently, during institutional research and site visits, Raysai Intelligence said that it is ordering more than 1 million units of frameless torque motors throughout the year, and the annual delivery is expected to be 800,000 to 900,000 units. Currently, the monthly production capacity has reached 150,000 units, and the automated production line is being expanded to an annual output of 3 million units. In terms of joint modules, orders for the three categories of harmonic, planetary, and integrated wheels are growing rapidly. Currently, orders are in hand for more than 60,000 units. Delivery is being accelerated, and the company is increasing production capacity at the same time. In terms of revenue share, the robotics business currently accounts for a small proportion of the company's overall revenue. It is expected to be around one-tenth this year, but it is already showing a rapid growth trend. It is initially expected that the humanoid robot business revenue will gradually make a significant contribution next year, and its share is likely to increase rapidly in the next few years. The volume of robot-related business orders for the whole of this year is estimated to be between 200 and 300 million yuan. The above predictions are based on the current human figure market development situation and are for reference only.

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