Recently, SMIC’s 12-inch wafer project in Beijing has been officially put into mass production, Huawei’s Mate series has made a full return equipped with domestic chips, and BYD’s 10 millionth new energy vehicle has rolled off the production line. A series of landmark events indicate that China’s high-end manufacturing is ushering in a period of full explosion.
At this critical juncture, Yifei Technology (06871.HK), a leading domestic industrial robot company, relies on its strategic layout of two-wheel drives of semiconductor equipment and humanoid robots to accelerate the construction of the core competitiveness of China’s intelligent manufacturing, and the capital market has also revalued its value.
On June 12, Yifei Technology’s stock price surged 28.98% in a single day, closing at HK$30.00. The day’s turnover exceeded HK$202 million, setting a new high since its listing.
This is not only the market’s recognition of the company’s technical strength, but also a firm vote by capital for the localization of high-end equipment.
From an industrial policy perspective, the localization of high-end equipment has become a national strategy.
Recently, the Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission jointly issued the “2026 Special Action Plan for Real-Scene Training of Humanoid Robots and Embodied Intelligence” to promote the large-scale implementation of humanoid robots in key fields such as manufacturing, energy, and automobiles, marking the robot industry entering a critical window period for commercialization.
At the same time, the third phase of the National Grand Fund was officially launched, with the first phase raising more than 300 billion yuan, focusing on “stuck” areas such as semiconductor equipment and materials.
In the context of the restructuring of the global semiconductor industry chain, the localization of high-end automation equipment has become a core proposition to ensure the security of the industry chain.
Relying on more than ten years of industrial robot technology accumulation, Yifei Technology has achieved leapfrog development in the field of high-end semiconductor equipment.
In the core field of wafer transfer, the independently developed Lobster series of wafer robots has achieved a comprehensive technological breakthrough. The products cover 4/6/8/12-inch full-size wafer scenarios, with a positioning accuracy of 0.1mm, and are equipped with a variety of end structures to avoid wafer scratches, contamination and fragmentation.
This series of products has passed the German TÜV Rheinland SEMIS2/S8/F47 authoritative certification. The RW-A model has reached ISO1 level ultra-cleanliness. Its technical indicators are benchmarked against international first-line products and meet the requirements of advanced processes of 7nm and above.
In the process automation link, the RC-010C cleaning process robot accurately adapts to the core process, reducing the risk of contamination and improving the production line utilization rate.
For the photolithography process, the self-developed mask cleaning and visual inspection comprehensive management equipment has excellent performance, high particle removal rate, is compatible with mainstream industrial communication protocols, and adapts to the production line layout of the head wafer factory.
The threshold for the semiconductor equipment industry is high. Yifei Technology’s semiconductor equipment has entered the supply chain of domestic leading wafer fabs and equipment manufacturers, and is deeply tied to industry leaders such as SMIC, Zhichun Technology, and BYD. The cooperation covers the entire range of products and links.
Core customers have steadily repurchased, bringing continuous cash flow to the company.
Yifei Technology has embarked on a differentiated development path of “prioritizing industrial scenarios and independent core components”, relying on full-stack technical capabilities to build competitive advantages and provide standardized equipment and customized solutions.
The collaborative development pattern of the three major businesses of “semiconductor equipment + industrial humanoid robots + physical AI” has been formed. Semiconductor equipment supports current performance, humanoid robots open up room for growth, and physical AI empowers the two major businesses.
Recently, Hongjun humanoid robot has completed commercial testing, marking that the humanoid robot business has entered the production line implementation stage.
Looking forward to the future, with the expansion of domestic wafer fabs, the increase in equipment localization rate, and the acceleration of the commercialization of humanoid robots, Yifei Technology is expected to move from a single breakthrough to a systematic replacement, and continuously empower China’s intelligent manufacturing industry chain to be independent and controllable.
Listing is not the end, but a new starting point for Yifei Technology to become a world-class intelligent manufacturing enterprise.
