Zhenyu Technology is an SZSE-listed Chinese stamping and EV-component maker transitioning toward system-level robotics supply, having delivered roller-screw prototypes for Optimus v2 (2024) and actuator-motor iron cores for Tesla validation. Its Optimus-related revenue is only a supply-chain scenario (roughly $9M in 2025 rising to ~$300M in 2026 if Tesla's roadmap holds), recorded as scenario rather than forecast. Tesla status is not company-confirmed and robotics revenue is not broken out.
16 facts on file. Members see all of them with the source link.
Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
Zhenyu Technology is an SZSE-listed Chinese stamping and EV-component maker transitioning toward system-level robotics supply, having delivered roller-screw prototypes for Optimus v2 (2024) and actuator-motor iron cores for Tesla validation. Its Optimus-related revenue is only a supply-chain scenario (roughly $9M in 2025 rising to ~$300M in 2026 if Tesla's roadmap holds), recorded as scenario rath
Zhenyu Technology is on the Humanoids watchlist list of Frontier Tech Intelligence with a score of 56 out of 100, below the Top 100.
Zhenyu Technology is based in China. Stage: Established.
Subscribers see the full file, every signal, the live ranking and the questions the signals answer: where money moved, who controls the layer, where supply is constrained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →