Feirongda 300602.SZ Says Embodied Robot OEM Business Begins Small-Batch Delivery

Gelonghui reported on Nov. 6 that Feirongda (300602.SZ) said on an investor interaction platform that its embodied-intelligence-related products have passed certification by some domestic customers. The products are now in various stages, including sample delivery, testing and delivery, suggesting that customer validation is advancing. Feirongda also disclosed that its OEM business for complete embodied robots has begun small-batch delivery. The company cautioned, however, that revenue from this segment still makes up only a small portion of total revenue, limiting its current contribution to overall performance. The update signals early commercialization progress in the embodied robotics supply chain, while volume production and revenue scale remain at an early stage. Feirongda did not disclose customer names, order sizes or delivery volumes in the statement. The platform disclosure offers a limited but concrete update on the company's positioning in the emerging embodied AI hardware chain.