Xiaomi reported Q2 2026 revenue of 108.9 billion yuan and adjusted net profit of 6.2 billion yuan. On the earnings call, President Lu Weibing announced the upcoming robot debut and a new Xuanjie chip.
Shangwei New Material reported a slight revenue increase but a net loss, and unveiled an equity incentive plan for its new robot business targeting 40 billion yuan by 2028. The feasibility of this ambitious goal is questioned amid market competition and recent financial performance.
Shangwei New Materials' first half-year report after Zhiyuan Robot's takeover shows revenue growth but stagnant profits, while its robotics business still has no revenue. The stock rebounded after an initial dip on the report's release.
Shangwei New Materials reported a net loss of 167 million yuan in H1 2026, with revenue up 2.4% to 803 million yuan, as its robot business faced pressure during a strategic shift to embodied AI.
Shangwei New Materials reported a first-half net loss of 167 million yuan despite a surging stock price, attributing losses to heavy R&D spending on consumer embodied AI robots. The company targets a sevenfold increase in robot revenue by 2028.
Zhongwei Semiconductor reported H1 2026 net profit of 172 million yuan, up 98.48% year-on-year, driven by strong demand in AI, robotics, and automotive electronics.
H1 2026 earnings for the robot vision supply chain show sharp divergence, with some firms seeing massive growth while others report losses due to memory chip price hikes and weak consumer electronics demand.
Oriental Precision reported a 867.75% net profit surge, but the gain came from selling its cash-cow business, while its robot segment remains in OEM stage.
BoJie Co. announced that its stock surged over 20% cumulatively in three days, prompting a clarification that its involvement in photonics, semiconductors, humanoid robots, and other segments is in early stages and has no major impact on earnings.
Fullhan Micro's Q2 2026 results show revenue up 103-118% and net profit soaring over 10x, driven by memory price hikes and AI-ISP chip adoption. The company's AI-ISP chips are gaining traction in robotics, signaling a new growth curve beyond surveillance.