Gongjin Shares: Embodied Robot PCBA Contract Manufacturing Still in Early Stage, H1 Revenue Under 0.2%

Gongjin Shares (603118.SH) said on its interactive platform that in the first half of 2026 its data communication business generated more than 800 million yuan in revenue, accounting for about 19% of main business income, up over 87% year-on-year. Its cleaning and home robot businesses also posted steady output value growth, with revenue scale expanding. The company noted, however, that its embodied robot PCBA contract manufacturing business remains in an early stage, with first-half revenue representing less than 0.2% of overall revenue. The disclosure underscores the nascent contribution of embodied AI-related manufacturing to Gongjin's financial results, even as its core communications segment drives growth. The Shenzhen-listed electronics manufacturer continues to invest in emerging areas such as embodied intelligence, though near-term revenue contribution remains limited. The company is a contract manufacturer of electronic products and a supplier to various industries.