What happened
Changying Precision told institutional investors that it serves as a Tier 1 supplier to major humanoid robot device makers both in China and overseas.
The company reported delivering roughly 860,000 humanoid robot components in the first half of 2026, surpassing the 690,000 units it delivered for the whole of 2025.
Management indicated that order growth is likely to accelerate in the second half of this year and the first half of next year.
Why it matters
Exceeding a full year's delivery volume within just six months points to rapidly scaling demand in the humanoid robot supply chain, at least for this Tier 1 player.
The expectation of faster growth ahead suggests the company sees continued momentum rather than a one-off surge.
Key facts
Changying Precision is a Tier 1 supplier to leading humanoid robot terminal brands domestically and internationally.
Humanoid robot component deliveries were about 690,000 units in 2025.
First-half 2026 deliveries were about 860,000 units, already higher than the full-year 2025 figure.
The company expects order growth to speed up in the second half of 2026 and the first half of 2027.
What to watch next
Whether the projected acceleration shows up in the company's actual delivery reports over the next two reporting periods.
How this supply trend reflects broader demand for humanoid robots as commercial adoption evolves.