Blue Technology: AI server orders are full, mass shipments of physical intelligent robots.
BlueTech released an announcement on the investor relations activity record form, disclosing various latest developments in the business during a conference call. The company is supplying core components such as UTG glass and PET film in a foldable machine project for a major client this year, with high value and leading market share. Currently, the project is ramping up delivery according to plan. In the field of AI servers, the company has a full order backlog, and with the acquisition of Yuanjie Technology to expand production capacity, it is expected to attract approvals from top domestic and international clients and finalize orders. In the field of humanoid smart robots, the company has already delivered in bulk human-shaped and quadruped robots, as well as core modules, to multiple top clients domestically and internationally, with an assembly and delivery scale ranking at the forefront of the industry. The commercial space ground terminal business has contributed billions in revenue and is expected to experience rapid growth by 2026; aerospace-grade UTG glass is advancing in the application of flexible solar wing encapsulation for satellites, aiming to achieve small-scale deliveries within the year. The first production line for automotive glass, with an annual production capacity of 350,000 sets, has started production, and three new production lines will be launched in the second half of the year. The HDD glass substrate will enter a crucial stage of verification and small-scale trial production by 2026.
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