Hechun's August revenue reached 407 million yuan, a record high in a single month

Automation equipment factory Hechun (6215) benefited from strong demand for semiconductors, high-end AI servers and electronic manufacturing customers. Revenue in August was 407 million yuan, a monthly increase of 7.73% and an annual increase of 132.82%, setting a record high in a single month. Hechun said that the current momentum of purchasing automation subsystem equipment continues, and the overall order amount and visibility are gradually increasing, which has become the main driving force for revenue growth.

Hechun's cumulative revenue in the first eight months of this year was 2.461 billion yuan, an annual increase of 59.76%; the company pointed out that due to the continued expansion of global AI computing power demand, high-end server production capacity and semiconductor terminal testing demand have increased simultaneously. The company currently provides precision components related to transmission, drive, control and sensing, and integrates high-precision motion control and real-time monitoring technology into sub-systems for applications in semiconductors, high-end servers and electronic manufacturing.

In addition to the existing sub-system business, Hechun also continues to expand the depth of the robotics field. The company stated that as artificial intelligence (AI) develops towards physical AI (Physical AI), the competition in the robot industry is gradually developing towards the integration of computing power, models, data and robot ontology. Currently, it has plans to invest in humanoid robot embodied intelligence software and hardware integration services.

Looking forward to the market outlook, Hechun is optimistic about mid- to long-term operations. It will adopt a dual-track layout of "semiconductor high-end systems" and "AI robots" in the future to continue to delve into key semiconductor processes. At the same time, it will promote the deployment of clean room-level autonomous mobile robots (AMR), strengthen software and hardware integration capabilities, and promote the commercialization of robots.