Robotics & Physical AI▲
Leadshine Intelligent Accelerates Revenue and Profit Growth in First Half; Humanoid Robots Become Second Growth Curve
Leadshine Intelligent released its 2026 semi-annual report. In the first half, it achieved revenue of 1.247 billion yuan, up 39.92 percent year on year, and net profit attributable to the parent of 194 million yuan, up 62.79 percent year on year. Second-quarter revenue and net profit rose 44.1 percent and 92.5 percent respectively from a year earlier. The company's operating revenue has accelerated for six consecutive quarters, with the growth rate climbing from 2.4 percent in the first quarter of 2025 to 44.1 percent in the second quarter of 2026. Servo system revenue in the first half was 661 million yuan, up 54.82 percent year on year, and its domestic servo market share remained firmly in the top two. The humanoid robot business has become a second growth curve. Orders in hand for frameless torque motors exceeded 1 million units, and the company is building an automated production line with annual capacity of 3 million units. It has achieved in-house mass production of core components including planetary joint modules, harmonic joint modules, and multi-degree-of-freedom dexterous hands, and has secured batch orders from mainstream domestic robot manufacturers.