Institutional Research | Humanoid Robots + Energy Storage + Military Industry This company has added several overseas clients; bulk delivery of high-speed copper cable products is expected in Q1

February 5th, multiple listed companies released investor relations activity record forms, disclosing their business communication content with institutions, revealing many developments and highlights in their business layouts.

Reeada: Has Collaborated with Multiple Humanoid Robot Companies to Develop Dozens of Products

Reeada recently received research from nearly 40 institutions including Southern Fund and Huatai Securities. During the research, the company revealed that it is currently cooperating with leading global humanoid robot companies to develop dozens of products, which have already entered mass supply. This is one of the company’s key future development areas.

In the field of computing hardware, Reeada introduced that products related to high-speed copper cables are mainly driven by its joint venture Suzhou Ruichuang, including AEC, DAC, and ACC products. Currently, the main work involves product R&D, trial production, sample delivery, grayscale testing, and preparation for mass delivery. Overall progress is smooth, and mass delivery of 400G/800G products is expected to begin in Q1 2026. Meanwhile, Thai Ruichuang is also progressing as planned, with overseas production and delivery starting in Q1 2026. Additionally, the company’s existing liquid cooling products are mainly used in new energy vehicle and energy storage battery systems. The company has launched data center liquid cooling related UQD series products, with all business progressing normally.

In energy storage, Reeada offers a one-stop product integrated solution, including high-voltage large-current connectors, high and low voltage harnesses, CCS products, electronic busbars, and other connection system products. “With increasing market demand, the company’s energy storage business maintains rapid growth.”

Reeada also revealed that in overseas markets, customer development has achieved breakthroughs, adding several high-quality overseas clients and securing multiple project contracts, which will provide sustained growth momentum for the company’s future development.

Looking ahead, Reeada stated that it will continue to focus on new energy vehicles, energy storage, communications (including base station communication, vehicle communication, data communication, etc.), low-altitude economy, robotics, medical devices, and other fields to realize its vision of becoming a global leader in connection systems.

Reeada is a national specialized and innovative “Little Giant” enterprise engaged in the R&D, production, sales, and service of connector products. According to its performance forecast, the company expects net profit attributable to the parent in 2025 to be between 288 million and 318 million yuan, a year-on-year increase of 64.20% to 81.43%.

Latest research report from Orient Securities indicates that the company specializes in the R&D, manufacturing, and sales of connectors, components, and modules in new energy, communications, and industrial fields. Benefiting from high demand in downstream sectors such as new energy vehicles and AI data centers, and with capacity expansion and new product releases, the company’s performance is expected to continue growing rapidly.

Fuhui Jia: Reorganization of Type III Humanized Collagen Lyophilized Fiber Products to be Filed for Registration This Year

Fuhui Jia was surveyed yesterday by institutions including Zhongtian Huixin and CICC Silver Sea. During the survey, Fuhui Jia stated that the clinical trials for the recombinant Type III humanized collagen lyophilized fiber project have been completed and are currently preparing the clinical trial summary report. The company plans to file for registration this year.

It is reported that the company has obtained four Class II medical device registration certificates, with product names including: Medical Sodium Hyaluronate Repair Patch, Medical Sodium Hyaluronate Repair Solution, Medical Recombinant Type III Humanized Collagen Patch, and Medical Trehalose Repair Patch. In terms of cosmetics, the company plans to register 48 cosmetic products by 2025, covering formulations such as water, lotion, cream, ointment, and serum.

On the raw material side, Fuhui Jia completed the filing of two new raw materials in 2025: “Arachidyl Tripeptide-129 Amide” and “Acetyl Tyrosyl Cyclic D-Glutamyl Tripeptide-110 Amide.” The company will develop products based on these new raw materials to further improve its product matrix.

Regarding offline channel optimization, Fuhui Jia stated that it will strengthen cooperation with service-oriented distributors in the future. Through a dual approach of “strict regulation + strong optimization,” it aims to enhance offline market control. The former focuses on detailed management of agents and retail terminal inventory, balancing stock levels to avoid backlog risks, and implementing comprehensive, ongoing dynamic supervision of the entire channel pricing system to ensure price stability. The latter involves carefully selecting strategic partners and retail outlets, transforming channel models from traditional distribution to value-driven sales, and providing more professional and comprehensive products and services to partners and end consumers.

Fuhui Jia is a professional skin care product company focusing on the R&D, production, and sales of professional skin care products. Its products are mainly divided into medical device and functional skincare categories.

A recent research report from Changjiang Securities pointed out that the company actively adjusts its business, continues to increase R&D investment, and deepens its focus on Class II and III medical devices. It is expanding its product lines, especially in skin improvement and injection filling medical devices, with efforts in R&D, production, and registration. These measures are expected to promote steady growth in the company’s business scale. With the formation of repeat purchases of core products and the gradual accumulation of e-commerce channel strategies, the company is expected to see revenue and profitability stabilize.

In the secondary market, the beauty and skincare sector led the gains today, with LAFARF Home Chemicals hitting the daily limit, and Fuhui Jia closing up 5.32%. A recent research report from Industrial Securities pointed out that the beauty market is large, with consumers having stronger brand awareness, and the long-term development logic of the sector remains intact.

Regarding ETF products, the Medical Innovation ETF (516820) closely tracks the CSI Medical and Medical Device Innovation Index. This index selects 30 listed companies from the pharmaceutical and healthcare industry with good profitability, certain growth potential, and R&D capabilities, to reflect the overall performance of profitable and growth-oriented pharmaceutical and medical device listed companies.

(Source: Orient Wealth Research Center)