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蓝思科技：下半年开始折叠机项目上将显著受益于大客户新机型发布_我的网站

A |     (ECNS) --“Going global” has emerged as one of the key themes of the 2026 World Robot Conference, which is being held in Beijing from Aug. 19 to 23.    At the booth of Beijing-based Yunji Technology, visitors can explore a range of practical applications, including smart hotel services, automated laundry retail cabinets, latte art coffee stations and freshly cooked noodle stations.        Yunji Technology Chief Product Officer Duan Yanbiao told China News Service that the company’s robots have already been deployed in more than 20 countries and regions, covering major markets across Southeast Asia, Japan and South Korea, the Middle East, Europe and the United States. The company serves more than 40,000 corporate customers, while revenue from its overseas business surged by more than 90% last year.    Another Chinese robotics company, Leju Robotics, said it began expanding overseas around 2018 and has since built international teams and distribution networks. Its desktop educational humanoid robots, mid-sized entertainment humanoid robots and full-size humanoid robots have all obtained international certifications, with partners now established in Southeast Asia, the Middle East and other markets.    Global expansion is also a major focus for Guangzhou-based CVTE. The company said its overseas own-brand business grew 54.83% year on year in 2025. It has established subsidiaries in 10 countries and built localized marketing and service teams across 29 countries and regions, while its products and services now reach more than 140 countries and regions worldwide. The company has also developed local production capacity in Vietnam and Mexico to strengthen the resilience and flexibility of its global supply chain.                            。    8月25日，蓝思科技23日在电话会议上表示，展望后续，公司在主营业务、AI端侧和AI算力侧几个板块都即将迎来业绩共振。今年下半年开始，主营业务方面在大客户今年的折叠机项目上，公司供应UTG玻璃、CPI膜、UTG玻璃支撑板、3D玻璃盖板等，上述产品加工难度大，价值量大幅提升，公司成为折叠机型相比直板机型结构件增量的最大受益者。公司强大的全球交付能力和量产能力确保公司市场份额，公司将显著受益新机型的发布。展望明年，大客户折叠屏全面放量，公司长期深度研发的钛框和3D打印、3D玻璃在高端机型全面采用，为公司未来几年提供显著业绩贡献。（证券时报）原文链接。

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