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Recently, during an institutional research visit, Leisai Intelligence (002979.SZ) announced that it positions its robotics business as a provider of core components, modules, and comprehensive solutions. To date, the company has successfully delivered over 120,000 frameless torque motors, with both orders and deliveries witnessing substantial growth. Furthermore, it has successfully developed and commenced bulk supply of planetary joint modules, harmonic joint modules, and 21-degree-of-freedom dexterous hands. These achievements have enabled the company to secure orders from numerous mainstream robot customers and begin large-scale production. Currently, Leisai Intelligence is in the process of establishing an automated production capacity of 2 million units annually, with its performance anticipated to accelerate by 2026.
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