Luxshare Says Robotics Sector Still Early Stage, H1 Revenue Up 24.5%
Luxshare Precision said the robotics industry remains in its early stages, with large-scale commercialization still some time away. The company reported revenue of RMB 165.5 billion from the robotics industry in the first half of 2026, up 24.5% year on year. It plans to focus on core component R&D and collaboration with leading customers, avoiding blind expansion.
Luxshare Precision said the robotics industry is still in its early stages, and large-scale commercialization will take time. Over the long term, the company believes humanoid robots and industrial robots represent a definitive long-term track. As AI large-model capabilities continue to improve and the costs of core components such as sensors, actuators, and reducers gradually decline, the industry will progressively move from the laboratory to scaled applications.
Luxshare's core capabilities in precision manufacturing, motors, sensors, connecting components, and structural parts align closely with the component needs of the robotics industry, forming the foundation for its entry into this sector. For the current period, the company maintains a rational and restrained approach to its robotics business, focusing on core component technology development and collaborative development with leading customers, rather than blindly pursuing scale or hype.
The next step will focus on practical and effective measures, using embodied intelligence training grounds and application pilot bases as key tools, enabling robots to iterate technology in real-world scenarios and form application loops around actual demand. In the first half of 2026, revenue from industrial enterprises above a designated size in the robotics industry reached RMB 165.5 billion, up 24.5% year on year.