Humanoid robots, as the name suggests, are robots that resemble humans in appearance. They mimic human form, possess structures such as heads, torsos, limbs, and can even mimic human movements and expressions.
Humanoid robots include three major systems: perception, decision-making, and execution, which are composed of visual sensors, tactile sensors, chips, algorithms, power units, rotary joints, linear joints, and hand joints.
Profitability is usually expressed in the amount of corporate earnings in a certain period of time and its level. The analysis of profitability is an in-depth analysis of the company's profit margin.
This paper is the "Profitability" part of the enterprise value series, and a total of 72 humanoid robot companies are selected as research samples, and the return on net assets, gross profit margin, net profit margin, etc. are used as evaluation indicators.
Data is based on history and does not represent future trends; It is for static analysis only and does not constitute investment advice.
Top 10 Humanoid Robot Profitability Enterprises:
The 10th Shuanglin shares
Industry segmentation: body accessories and trims
Profitability: Return on equity 4.75%, gross profit margin 18.17%, net profit margin 2.39%
Performance forecast: ROE fluctuates between 3% and 8% in the last three years, and the average value of the latest forecast is 15.83%
Main products: interior and exterior decoration and mechanical and electrical components are the main sources of revenue, accounting for 57.56% of revenue, and gross profit margin of 20.85%
Company highlights: In terms of humanoid robot roller screws, Shuanglin Co., Ltd. has completed the formal research and development project, and the current project progress of sample production and equipment investment is advancing rapidly as planned.
No. 9 Victory Giant Technology
Industry segmentation: printed circuit boards
Profitability: Return on equity 12.55%, gross margin 19.74%, net profit margin 9.17%
Performance forecast: ROE has decreased to 9.35% in the last three consecutive years, and the average value of the latest forecast is 13.57%
Main products: PCB manufacturing is the main source of income, accounting for 94.04% of revenue, gross profit margin of 15.85%
Company Highlights: Tesla is one of Victory Giant Technology's important customers, and currently mainly provides PCB products in the fields of automobiles, energy, data centers, and humanoid robots.
No. 8 Huada Technology
Industry segmentation: other auto parts
Profitability: Return on equity 10.25%, gross profit margin 15.72%, net profit margin 6.59%
Performance forecast: ROE fluctuates between 8% and 13% in the last three years, and the average value of the latest forecast is 14.67%
Main products: fuel vehicle parts are the main source of income, accounting for 62.11% of revenue, gross profit margin of 11.36%
Company Highlights: Huada Automobile and EVOLT have reached a comprehensive strategic cooperation in the fields of industrial/humanoid robot manufacturing, R&D and production, lightweight material product development and auto parts industry applications.
7th Yiheda
Industry segmentation: other automation equipment
Profitability: Return on equity 20.78%, gross profit margin 39.53%, net profit margin 20.43%
Performance forecast: ROE has dropped to 19.16% in the last three consecutive years, and the average value of the latest forecast is 16.04%
Main products: FA factory automation parts are the main source of revenue, accounting for 69.72% of revenue, and gross profit margin of 33.89%
Company Highlights: Yiheda also provides some parts to humanoid robot manufacturers, mainly including linear motion parts and mechanical small parts.
No. 6 Boshi shares
Industry segmentation: robots
Profitability: Return on equity 16.31%, gross profit margin 37.32%, net profit margin 22.32%
Performance forecast: ROE has fluctuated between 14% and 19% in the last three years, with an average of 16.20% in the latest forecast
Main products: solid material post-processing intelligent manufacturing equipment is the main source of income, accounting for 49.80% of revenue, gross profit margin of 38.35%
Company Highlights: Boshi Co., Ltd. signed a strategic cooperation framework agreement with Harbin Institute of Technology, and carried out follow-up research on humanoid robots, the first generation is 1-2 prototypes, and the plan has about 60 degrees of freedom.
5th World Circuit
Industry segmentation: printed circuit boards
Profitability: Return on equity 12.92%, gross profit margin 18.53%, net profit margin 8.24%
Performance forecast: ROE has risen to 16.08% in the last three consecutive years, and the average value of the latest forecast is 15.40%
Main products: PCB is the main source of income, accounting for 85.61% of revenue, and gross profit margin of 21.69%
Company Highlights: Shiyun Circuit has cooperated with leading enterprises in the field of international new energy for many years, and the humanoid robot is one of its future core projects, and the company is currently participating in the project.
No. 4 Zhenyu Technology
Industry segmentation: lithium batteries
Profitability: Return on equity 7.16%, gross profit margin 14.07%, net profit margin 2.71%
Performance forecast: ROE has decreased to 1.75% in the last three consecutive years, and the average value of the latest forecast is 12.90%
Main products: precision structural parts business is the main source of revenue, accounting for 79.43% of revenue, gross profit margin of 13.21%
Company Highlights: Suzhou Fanster, a wholly-owned subsidiary of Zhenyu Technology, and Inovance Technology jointly developed a frameless torque motor, which is applied to humanoid robot actuators.
3rd Leisai Intelligence
Industry segmentation: robots
Profitability: Return on equity 16.55%, gross margin 39.15%, net profit margin 15.19%
Performance forecast: ROE has dropped to 11.05% in the last three consecutive years, and the average value of the latest forecast is 15.63%
Main products: stepper system is the main source of revenue, accounting for 43.32% of revenue, gross profit margin of 38.02%
Company Highlights: The initial positioning of Leisai's intelligent humanoid robot business is a provider of servo control products and solutions, providing a series of servo control core components and module-level solutions for many machine manufacturers.
The second Sanhua intelligent control
Industry segmentation: home appliance parts
Profitability: Return on equity 18.85%, gross profit margin 26.55%, net profit margin 11.60%
Performance forecast: ROE fluctuates between 15% and 22% in the last three years, and the average value of the latest forecast is 17.21%
Main products: refrigeration and air conditioning electrical parts are the main source of income, accounting for 60.53% of revenue, gross profit margin of 27.56%
Company highlights: In the field of bionic robots, Sanhua Intelligent Control focuses on electromechanical actuators, and cooperates with customers in all aspects of product development, trial production, iteration and finally mass production.
No. 1 Junchuang Technology
Industry segmentation: body accessories and trims
Profitability: Return on equity 28.75%, gross profit margin 25.33%, net profit margin 10.16%
Performance forecast: ROE fluctuates between 25% and 31% in the last three years, and the average value of the latest forecast is 27.35%
Main products: automotive plastic parts are the main source of income, accounting for 92.90% of revenue, and gross profit margin of 22.50%
Company Highlights: Junchuang Technology has achieved cooperation in the field of humanoid robots, and is currently in the prototype stage.
The top 10 companies in humanoid robot profitability, return on net assets, gross profit margin, and net profit margin in the past three years:
