Junya Technology: Humanoid robot-related business has begun volume supply, but overall business volume share is very low
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Junya Technology stated in its investor relations activity record that its humanoid robot-related business has begun volume supply, but downstream market demand is relatively small and the overall business volume share is very low; the customers are industry-leading clients. The company also said that since the beginning of the year, core raw materials such as copper-clad laminates have entered a price increase channel with large fluctuations; the company negotiates price adjustments with customers based on order cycles and raw material price fluctuations, and customer acceptance of price adjustments has improved somewhat.
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骏亚科技发布投资者关系活动记录表公告，自年初以来，覆铜板等核心原材料进入涨价通道，波动较大，公司根据订单周期和原材料价格波动情况与客户协商调价，目前调价是行业面对的共性问题，在当前背景下客户对调价接受程度有所提升。公司目前原材料基本可以满足交付需求，不同原材料材料备货周期不一样。人形机器人业务方面，目前已批量供货，但是下游市场需求相对较小，整体业务量占比很低。客户是行业类头部客户，具体客户名称及交货数量等属未公开信息，不便说明。