Everwin Precision stated on the exchange interactive platform on 8 October 2026 that it delivered more than 1.1 million humanoid robot precision components from January to August 2026. Orders in the third and fourth quarters are accelerating faster than in the first half, and the company is actively expanding capacity according to customer demand.
It has established close cooperation with multiple domestic and international leading humanoid robot brands. Products cover dexterous-hand drives, rotary-actuator core drives, screw drives, large-size torso transmission parts and skeletal structural parts, with capability spanning core parts to complete machine assembly. The company confirmed it has not supplied Unitree.
Who this affects
- For exporters: Everwin Precision has established close cooperation with multiple domestic and international leading humanoid robot brands and achieved scale delivery.
- For investors: More than 1.1 million units delivered in the first eight months of 2026; Q3–Q4 orders accelerating with active capacity expansion.
- For counsel/compliance: Formal interactive-platform disclosure of delivery volume, order cadence and customer cooperation status (including explicit non-supply to a named brand).
- For policymakers: Chinese precision manufacturing supply chain has reached quantifiable shipment scale in core humanoid robot transmission and structural components.
The read
Delivery already at the million-unit level with accelerating second-half orders indicates the core transmission and structural-parts segment has moved from prototype/small-batch to scalable supply. Simultaneous retention of complete-machine assembly capability and a stake in a harmonic-reducer related entity creates vertical coverage from parts to finished units. Explicit exclusion of Unitree further defines the customer-set boundary.
What was the action?
Everwin Precision replied to investor questions on the Shenzhen Stock Exchange interactive platform, disclosing January–August 2026 humanoid robot precision-component delivery volume, Q3/Q4 order acceleration and capacity-expansion plans, together with product coverage and confirmation of non-supply to Unitree.
What’s the penalty / scope, and how is it set?
No penalty. Scope is limited to delivery volume (more than 1.1 million units), order cadence (Q3 and Q4 faster than H1) and capacity expansion (actively expanding according to customer demand). Product scope covers dexterous-hand drives, rotary-actuator core drives, screw drives, large-size torso transmission parts and skeletal structural parts.
Who else is exposed?
Multiple domestic and international leading humanoid robot brands (close cooperation established). No supply to Unitree. Remaining specific customer names are not disclosed in the record.
What happens next
Execution of Q3–Q4 orders and capacity-expansion progress; complete-machine assembly order delivery against plan; any further disclosure of customer mix or capacity-utilisation data.