On July 13th, Tuosida (300607) released its interim performance forecast, which showed that the company expects to achieve a net profit attributable to shareholders of the listed company of RMB 90 million to RMB 115 million in the first half of 2026, an increase of 213.24% to 300.25% compared to the same period last year; It is expected to achieve a net profit of 80 million to 105 million yuan after deducting non recurring gains and losses, an increase of 291.61% to 413.99% compared to the same period last year.
Image source: Tusda Announcement
Regarding the significant increase in performance in the first half of the year, Tuosida provided a detailed explanation in the announcement, mainly due to the combined effect of two core factors.
With the enhancement of product competitiveness and the improvement of cooperation depth and breadth with top 3C customers, the company's industrial robot and automation application system business revenue has significantly increased year-on-year, and the gross profit contribution has significantly increased.
2. The company continues to strengthen the collection of existing accounts receivable, achieving positive results in collection and reducing credit impairment losses year-on-year.
Among them, the continuous increase in industrial robot business volume is the core factor driving high profit growth. Based on years of accumulated intelligent manufacturing capabilities, Tuosida has formed a synergistic effect of three major mother machine businesses. Through the commercial closed loop of "scene+product+data+AI", starting from a large customer base, Tuosida defines products, collects data from products, feeds back AI models, and expands scene boundaries, accelerating the expansion from the industrial field to the commercial field. According to the semi annual report forecast released by Topstar, the revenue of industrial robots and injection molding machine supporting robots increased by 67% year-on-year, with the shipment of injection molding machine dedicated robotic arms exceeding 8000 units.
On the technical level, based on years of reserves in control technology and software hardware integration capabilities, Tuosida has developed a new generation X5 intelligent robot control platform based on a domestic operating system. This platform performs the motion control function of the robot's "cerebellum", deeply integrates IT and OT technologies, fully adapts to intelligent robots, effectively bridges the data gap between artificial intelligence models and robot bodies, and reduces the development threshold of embodied intelligence applications. With internal research and development capabilities in core components and the ability to migrate technology across platforms, the company's product portfolio is evolving from specialized automation equipment to general intelligent robots. From Cartesian robots specifically designed for injection molding scenes to multi joint robots, Tuosida has achieved flexible handling and substitution of complex processes.
During the critical period of intelligent transformation, the company's R&D team took the lead in tackling the research and development of intelligent robots, innovatively building a five in one collaborative mechanism of "mechanical electrical operation control perception big model", overcoming core technologies such as multi-mode perception, and building an independent and controllable embodied intelligent product technology framework, shortening the R&D cycle by 30%. The embodied intelligent humanoid robot "Xiaotuo" developed by it has a repeated positioning accuracy of ± 0.05mm and an arm load/self weight ratio of 0.67. It was the first to land in the injection molding industry and became the first intelligent humanoid robot applied in the injection molding scene in China, helping the company achieve a breakthrough in embodied intelligence from 0 to 1.
At the same time, the team is building a closed-loop iterative system for scene data. When the robot runs on the customer's site, it can continuously collect real job data, which in turn feeds into the optimization and targeted training of the basic large model, making the robot smarter and smarter as it is used on the production line, truly achieving long-term stable adaptation to industrial scenarios.
In the future, Topstar will continue to benchmark international top standards and deeply cultivate the intelligent manufacturing track, iterate robot safety performance and core quality, and provide global customers with safer, smarter, more efficient, and more reliable integrated automation solutions. With the hard power of domestic intelligent manufacturing, it will help improve the quality, efficiency, and high-quality development of the global manufacturing industry.
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