Jinfut Technology's subsidiary, Maizhi Technology: will have close cooperation with leading Bots companies in the fields of industrial design, mass production, and multi-module testing.

Finance Associated Press, May 27 (Reporter Shen Jiaojiao) Yesterday, Jinfu Technology (300128. SZ) disclosed the latest research minutes, the survey was held last Friday (May 23), at the factory of Kunshan Maizhi Fixture Technology Co., Ltd. (hereinafter referred to as "Maizhi Technology"), an important subsidiary of the listed company holding 79% of the shares, and some multi-legged robot products and testing equipment were displayed on site. According to the disclosure, Maizhi Technology will work closely with some leading robot companies in the fields of industrial design, mass production, multi-scenario secondary development, and multi-module testing. The reporter learned that with breakthroughs in the "fruit chain" folding screen detection equipment, Amazon smart door lock exclusive orders, etc., and the "three-line promotion" of the superimposed robot business, the listed companies that were previously deeply engaged in the field of consumer electronics testing are expected to build a second growth curve.

The Bots detection business has a broad space.

"Currently, there are no systematic standards for robot testing in the country. Maizhi Technology has unique advantages in optical visual inspection, intelligent testing, and other testing fields, making the layout of robot testing business strategically significant." In the aforementioned research activities, the listed company introduced. Specifically, at present, Maizhi Technology is in deep discussion with leading domestic and international robot companies regarding robot testing standards, such as leading image testing, IMU testing; core board testing (chest board, brain board, motion board, etc.); as well as testing the precision and angle of motor movements, load aging, and arm degrees of freedom.

In 2025, the industry refers to it as the "Bots Year," while maintaining the basic foundation of the 3C business, Maizhi Technology strategically lays out its plan in the field of robots. Journalists have整理相关信息获悉, the company has currently formed three major business directions in the robot sector:

First, core component testing, developing customized testing solutions. According to the aforementioned research summary, the company has cooperated with several domestic and foreign robot manufacturers to develop projects, and it is estimated that this year (2025) there will be orders landing, expected to be relatively small in scale. Second, production line OEM services, Maizhi Technology has contacted an American company that produces educational robots and is deeply involved in the development and design of its products. After the product is promoted and released in the American market, Maizhi Technology will seek full-line OEM cooperation for its products. Third, secondary development of application scenarios, the company has done some customized development based on the core of robotic dogs from mainstream domestic manufacturers like Yushu Technology and Yundenshu, combining different applications and specific customer needs.

Currently, there is a lack of industry standards in the field of humanoid robot detection, providing leading opportunities for enterprises with technical accumulation. Maizhi Technology stated that it has a competitive advantage in technical capabilities in this field, applying optical imaging technology accumulated in 3C electronic detection (such as AR/VR glare detection) and AI visual algorithms (with defect identification accuracy reaching 10 times that of the human eye) to the detection of robot vision modules. Its self-developed hardware devices such as the "Chasing Mirror" can meet high-precision detection requirements and possess cross-industry technical transfer capabilities.

According to reports, currently, Maizhi Technology is in-depth discussions with several leading overseas Bots industry companies regarding relevant testing standards, such as imaging tests for Bots heads, gyroscopes, accelerometers, angle meters, and how to model the three-dimensional motion space. Maizhi Technology relies on the research and development accumulation of its American PhD team in the field of motion control module testing, combined with domestic industrial testing experience, to form an integrated hardware and software solution.

In terms of commercialization, there is currently a humanoid robot startup valued at over $4 billion, which has a significant demand for testing equipment provided by companies like Maizhi Technology. This company plans to mass-produce 10,000 robots by 2025.

Bots production line OEM and secondary development are advancing simultaneously.

In the field of contract manufacturing for Bots production lines, Maizhi Technology adopts the strategy of "overseas breakthrough + domestic follow-up." In addition to the previously mentioned cooperation with a certain education Bots company in the United States, in the domestic market, the release of contract manufacturing demand is uncertain due to various local policies supporting Bots companies' facilities and equipment. Currently, it may be possible to enter its contract manufacturing business through the capacity expansion demands of some companies.

The secondary development field of application scenarios presents the characteristics of non-standard customization. According to Maizhi Technology, the company is currently considering cooperating with companies such as Yunshen and Unitree Technology, and has received some orders of intent. For example, in the special police inspection scenario, the explosion-proof and explosive disposal robot dog developed by Maizhi Technology realizes the functional replacement of traditional explosion-proof robots by installing X-ray detection components, 4G modules and other hardware, and has completed the scheme design of the Shanghai special police team cooperation project, and plans to participate in the bidding process in Q3 of 2025; For another example, the design of the inspection robot dog developed for the noise environment of the IDC computer room has been completed, and its technical highlight is the ability to self-build narrow channel maps; In addition, there are labor-intensive fields such as high-speed rail scenarios where robot dogs replace manual observations.

Consumer electronics testing: Innovation driven rise in foldable screens and other products.

Maizhi Technology has established a "moat" in the field of consumer electronics testing, with downstream clients including major companies like Company A and Amazon. Maizhi Technology told the Financial Association reporter that this year, the company has taken on orders for panel testing (display screen, touch effects) and sensor testing (fingerprint sensors, lens sensors) from Company A. Although the order volume has fluctuated compared to previous years, Company A may launch a foldable screen model next year, and the detection equipment for its hinge mechanism is scarce domestically due to high technical complexity. Maizhi Technology expects to receive foldable screen-related testing orders in the second half of the year, which may reflect relevant business growth by 2026.

In the Amazon supply chain, as the exclusive supplier of its smart doorbell detection device, Maizhi Technology has achieved additional orders for the automated production line in Malaysia.

In addition, Mai Zhi Technology also has business cooperation with international giants such as Meta and Microsoft. In response to Meta's product transformation from VR to VR Glass, Mai Zhi Technology is extending its optical inspection technology to new fields. The collaboration on Microsoft's AR server testing project remains stable at a level of tens of millions each year, adding diverse income sources to the consumer electronics business.

The multidimensional layout supports long-term rise potential.

Overall, in addition to the traditional 3C testing business and the emerging Bots business, Maizhi Technology continues to deepen its layout in cloud computing and emerging fields, OEM and hardware cooperation, as well as industrial mother machine business.

Maizhi Technology stated that in the second half of the year, the company will launch a new project for cloud server detection in the field of cloud computing and emerging sectors, further expanding its service boundaries in the field of AI computing devices. The collaboration with Google focuses on AR server scenarios and is advancing the research and delivery of dispensing machines and automation testing equipment. In terms of OEM and hardware cooperation, Maizhi Technology maintains a long-term stable partnership with Dyson, currently undertaking OEM business for its small household appliances such as toothbrushes and vacuum cleaners, and both parties are negotiating on new category OEM matters.

The industrial machine tool business has become another growth pole of Milestone Technology. In the two years since its establishment, its subsidiary Jinfu Mairui has received subsidies of 7 million to 8 million yuan from Kunshan Shuangchuang and Gusu Talent Project, and its core product flexible processing platform can replace traditional five-axis CNC equipment, which has been applied to manufacturing fields such as automobiles, aerospace, and ships. In cooperation with a car company, Maizhi Technology delivered the world's first integrated die casting flexible processing equipment, with a unit price of 10 million yuan/unit, and the processing efficiency was 3 times higher than that of traditional equipment. In terms of technology and market, the industrial machine tool business of Maizhi Technology is competitive: the price of equipment is only 40% of that of similar overseas products, forming a domestic substitution cost advantage.

(Source: Science and Technology Innovation Board Daily)

Source: Eastmoney.com

Author: Science and Technology Innovation Board Daily