According to a report published by Yamato, the management of Preferred Choice pointed out in a non-transactional roadshow after the results that revenue for the first half of the year exceeded 1 billion yuan, an increase of more than 100% over the previous year, and reaffirmed the annual revenue guideline of 3.5 billion yuan. Management believes that the fourth quarter of this year has a real chance of improving EBITDA, and aims to record net profit in the fourth quarter of 2027. The deployment of industrial humanoid robots accelerated. The company delivered about 600 Walker S2 units in the first half of the year, and some industrial customers have placed repeated orders to verify the product's market fit. Walker S2's gross margin exceeded 75% in the first half of the year, and the bill of materials cost was reduced from about 350,000 yuan to about 180,000 yuan, and the average sales price dropped from 700,000 to 800,000 yuan to 600,000 yuan, which helped further improve profits. The company emphasizes that the self-developed Thinker basic model has about 10 billion parameters, and the VLA model has already been deployed in industrial scenarios; it is expected that future intelligent deployment will rely more on edge computing and cooperate with Mu Xi to develop special chips for humanoid robots. Yamato reaffirms its “buy” rating for the best choice.

According to a report published by Yamato, the management of Preferred Choice pointed out in a non-transactional roadshow after the results that revenue in the first half of the year exceeded 1 billion yuan, an increase of more than 100% over the previous year, and reaffirmed the annual revenue guideline of 3.5 billion yuan. Management believes that the fourth quarter of this year has a real chance of improving EBITDA, and aims to record net profit in the fourth quarter of 2027. The deployment of industrial humanoid robots accelerated. The company delivered about 600 Walker S2 units in the first half of the year, and some industrial customers have placed repeated orders to verify the product's market fit. Walker S2's gross margin exceeded 75% in the first half of the year, and the bill of materials cost was reduced from about 350,000 yuan to about 180,000 yuan, and the average sales price dropped from 700,000 to 800,000 yuan to 600,000 yuan, which helped further improve profits. The company emphasizes that the self-developed Thinker basic model has about 10 billion parameters, and the VLA model has already been deployed in industrial scenarios; it is expected that future intelligent deployment will rely more on edge computing and cooperate with Mu Xi to develop special chips for humanoid robots. Yamato reaffirms its “buy” rating for the best choice.