Electronic Equipment and Instruments

Hanwei Electronics

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

Lingyun Ind

XDLK

Tesla

XPeng

XPENG-W

Humanoid Robots: AI's Best Hope?

Hanwei Electronics released FY2026 Q1 earnings on April 28 After-Market BJT, actual revenue CNY 508.51 M, actual EPS CNY 0.08

Hanwei Electronics FY2026 Q1 Earnings Release on April 29 After-Market (BJT)

Hanwei Electronics released FY2025 earnings on April 17 After-Market (BJT), actual revenue CNY 2.414 B (forecast CNY 2.339 B), actual EPS CNY 0.49 (forecast CNY 0.28)

Hanwei Electronics released FY2025 Q4 earnings on April 17 After-Market (BJT), actual revenue CNY 711.48 M (forecast CNY 1.446 B), actual EPS CNY 0.2329

Hanwei Electronics to release FY2025 earnings on March 31 After-Market (BJT), forecast revenue CNY 2.339 B, EPS CNY 0.28

Hanwei Electronics released FY2025 9 Months Earnings on October 29 After-Market BJT, actual revenue CNY 1.702 B, actual EPS CNY 0.2625

Hanwei Electronics released FY2025 Q3 earnings on October 29 After-Market BJT, actual revenue CNY 525.27 M, actual EPS CNY 0.0798

Hanwei Electronics to Release FY2025 Q3 Earnings on October 25 After-Market (BJT)

Hanwei Electronics released FY2025 Q2 earnings on August 28 After-Market (BJT), actual revenue CNY 574.36 M, actual EPS CNY 0.1326

Hanwei Electronics released FY2025 Semi-Annual Earnings on August 28 After-Market BJT, actual revenue CNY 1.177 B, actual EPS CNY 0.18

Hanwei Electronics to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

Hanwei Technology Equips Robots with Electronic Skin

Director of Hanwei Technology Reduced Shares

Gallant Millimeter Wave Radar Chip Shipments Surge, Sensor Technology Breaks Precision Records

Hanwei Technology Executives Plan to Reduce Shares

Company Expands into Robot Sensor Field, Building Multidimensional Product Matrix

Hanwei Technology Reports Rapid Growth in Suzhou Nester's Business

Hanwei Technology Flexible Sensor Line Capacity Increase

Huaxin Securities Comments on Hanwei Technology's 2024 Annual Report and 2025 Q1 Report

Hanwei Technology Announces 2025 Q1 Earnings Report

Hanwei Electronics: Plans to publicly issue H shares overseas and list on the Hong Kong Stock Exchange Limited

Wallstreetcn

603610

301330

300976

300801

603579

With the adjustment of the brain-computer interface concept, Rongtai health hit the limit down, and Taihe Technologies, Hanwei Electronics, Keeson, ZKTECO, Tarry, and others followed suit

Zhitong

Keeson

ZKTECO

Tarry

Taihe Technologies

Rongtai health

Concept adjustment of brain-computer interface, Rongtai health hits the limit down

Hanwei Electronics announced that it plans to acquire a 25.6990% stake in Chongqing Stabao for approximately CNY 27.976160 million and increase its capital by CNY 18 million. After the transaction, Hanwei Electronics will hold a 35.39% stake in Chongqing Stabao, totaling a 52.72% shareholding. Chongqing Stabao is a supplier of film platinum resistance temperature sensors, with products widely used in various fields. This investment will help Hanwei Electronics enter the high-end temperature sensor market and enhance its market competitiveness

Hanwei Electronics plans to acquire controlling interest in Chongqing Stabao to enter the high-end temperature sensor field

According to the Zhitong Finance APP, Hanwei Electronics announced that the company plans to issue shares overseas (H shares) and apply for listing on the main board of the Hong Kong Stock Exchange

Hanwei Electronics is planning the issuance and listing of H shares

603716

Wuhan East Lake High-tech Zone has released policies to support the development of the brain-computer interface industry, promoting technological innovation and application. Related concept stocks such as Thalys and Hanwei Electronics have seen significant increases, with some stocks doubling and others rising over 50%. In the second half of the year, multiple brain-computer concept stocks have received institutional research, and the financing situation for increased positions is good

Thalys

Donghu High-tech Zone supports the research and development of key technologies for brain-computer interfaces, and multiple brain-computer interface concept stocks have received intensive research

Hanwei Electronics announced plans to sell its 65% stake in Hanwei Zhiyuan for 440 million yuan to optimize its asset structure and focus on core business. The equity transfer will be conducted based on an asset appraisal report, and after the transaction is completed, Hanwei Zhiyuan will no longer be included in Hanwei Electronics' consolidated financial statements

Hanwei Electronics plans to sell 65% equity of Hanwei Zhiyuan for 440 million yuan

On September 28th, Hanwei Electronics stated on the interactive platform that the number of orders and customers for the company's sensor products in the robotics application field has increased compared to the beginning of the year, and the revenue proportion has also improved. However, due to the fact that the industrial scale of the aforementioned industry is still in its early stages, its proportion of overall revenue remains relatively low and will not have a significant impact on the company's operating performance for the time being. Investors are advised to make cautious decisions and pay attention to investment risks

Hanwei Electronics: The revenue share of sensor products in the robotics application field has increased

600699

300701

002338

688665

603786

The sensor concept continues to strengthen, with *ST Weier, UP OPTOTECH, NJEC, and KEBODA hitting the daily limit, while Cubic, Hanwei Electronics, Amperex Technology, Saiwei Electronics, senba, and Huagong Technology also saw gains

JOYSON ELECTRONICS

senba

UP OPTOTECH

Cubic

KEBODA

The sensor concept continues to strengthen, with stocks like *ST Weier hitting the daily limit

002555

300409

The National Medical Products Administration has approved the standard "Terminology for Medical Devices Using Brain-Computer Interface Technology," laying the foundation for the development of the brain-computer interface medical device industry. This standard will be implemented on January 1, 2026. A-share brain-computer interface concept stocks have averaged a 62.55% increase this year, with some stock prices doubling. Since September, half of the brain-computer interface concept stocks have received net purchases from financing clients, with SANQI HUYU, Dowstone, and Hanwei Electronics leading in net purchase amounts

SANQI HUYU

Dowstone

The brain-computer interface industry welcomes good news, with the top concept stocks for net financing purchases since September released

Hanwei Electronics(300007.SZ)