Rifeng: Embodied Robot Cable Market Still Nascent, Customer Testing Nears One Year

Rifeng (002953.SZ) said in an investor relations event on November 11 that embodied robot cables require high fatigue resistance and dynamic performance. Customers have conducted in-depth testing of the company's products, with the longest test cycle approaching one year. The company noted that the overall embodied robot market remains in a cultivation phase, and customer procurement of cables is relatively limited, meaning large-scale orders will take time. As a key component, cable demand is closely tied to the industrialization progress of embodied robots. Rifeng is actively cooperating with customers on validation, and while testing is progressing well, order volume will depend on market maturity. The company emphasized that it remains committed to meeting customer requirements for high-performance cables. Rifeng is closely monitoring market developments and preparing for future demand, positioning itself for potential growth.