As robot intelligence levels improve, performance demands for endurance and motion response speed are driving accelerated adoption of lightweight technology. The trend toward robot weight reduction has become an industry consensus for development. Take Tesla as an example: Optimus Gen2, compared to the previous generation humanoid robot, features AI large model enhancement while weighing 10kg less than the first generation, with 30% faster walking speed and enhanced body control capabilities. It's evident that lightweight design is not merely a technical specification, but a crucial link connecting safety, endurance, cost control, and scenario penetration.

Behind this robot lightweight trend, magnesium alloy as a lightweight material appears to be a key contributor. It's understood that robot weight reduction pathways include not only structural design optimization but also material lightweighting as equally important factors. Among these, magnesium alloy represents an ideal lightweight material. Compared to aluminum alloy, magnesium alloy has a density of 1.74g/cm³, approximately 2/3 that of aluminum and less than 1/4 that of steel, providing obvious lightweight advantages. For example, at the 2024 World Intelligent Manufacturing Conference, Estun unveiled its new ultra-light magnesium alloy robot, which achieved approximately 33% weight reduction in similar components compared to aluminum alloy, with 11% overall machine weight reduction.

Based on this consensus, LK TECH (00558) recently signed a strategic cooperation agreement with four companies specializing in magnesium alloy and humanoid robot development, officially launching a joint magnesium alloy humanoid robot research and development project. This project focuses on integrated innovation of "materials-structure-process," aiming to break through traditional robot weight and strength bottlenecks while achieving dual revolution in structural lightweighting and manufacturing efficiency.

In this collaboration, LK TECH will leverage its leading technology in magnesium alloy forming to provide advanced forming equipment and process solutions for the project, helping achieve breakthrough lightweight robot structures. As early as August 2020, LK TECH assisted Tesla's Model Y in achieving integrated casting, driving the entire automotive industry toward a manufacturing revolution from traditional stamping to integrated casting. Now, can LK TECH leverage its technical advantages in magnesium alloy die-casting to accelerate robot lightweight transformation?

**Anchoring Three Major Advantages to Drive Robot Lightweight Revolution**

Currently, in the evolution toward robot lightweight trends, magnesium alloy materials demonstrate three distinct advantages. First, magnesium alloy weight reduction effects exceed those of aluminum alloy, while the current magnesium-aluminum raw material price ratio remains at low levels, highlighting magnesium alloy's cost advantages. Second, semi-solid processes address magnesium alloy corrosion resistance issues, and humanoid robot components have significantly lower volume and weight compared to automotive parts, creating lower equipment barriers. Third, industrial robots already have applications, providing transferable products and processes.

Therefore, to accelerate magnesium alloy applications in humanoid robots, LK TECH and four other companies will jointly establish a "Humanoid Robot Component Joint R&D Center." This center will focus on key technical areas including magnesium alloy shell forming, process optimization, and lightweight structural design.

Notably, LK TECH possesses deep inherent advantages in magnesium alloy semi-solid thixoforming technology. Its TPI core innovation lies in developing modular retrofit solutions that successfully introduce high-precision, high-efficiency magnesium alloy thixoforming technology into traditional cold chamber die-casting machines (CCDC). Additionally, TPI technology has formed a dual-drive profit model of "existing + incremental." On one hand, TPI modules support reusing existing die-casting equipment for rapid, low-cost magnesium alloy production, attracting customers to choose equipment upgrade solutions. On the other hand, customers can combine TPI modules with new die-casting machines to form complete TPI thixoforming systems, ensuring process stability.

**Industry Accelerating Volume Growth with Promising Long-term Development Space**

As a pioneer in the humanoid robot industry, Tesla founder Elon Musk expresses strong confidence in the industry's growth potential and market space. As early as 2022, he stated that Tesla's Optimus humanoid robot would achieve mass production at relatively low costs, with ultimate production reaching millions of units, planning to sell these robots at "possibly under $20,000."

Beyond this, major securities institutions are also highly optimistic about humanoid robots' future development space. According to optimistic projections, global humanoid robot sales will reach 900,000 units in 2029, breaking through 1 million units by 2030 to reach 1.5 million units. By 2035, as humanoid robot industrialization gradually matures, global sales will further expand to 8 million units.

Among these forecasts, securities firms also point out that humanoid robot magnesium alloy adoption will accelerate faster than automotive applications for several reasons: First, ToB scenarios mostly involve closed environments with lower corrosion resistance requirements, weakening magnesium alloy disadvantages and creating application space for both forged and semi-solid components. Second, in ToC scenarios, humanoid robot components are more refined with smaller volume and weight compared to automotive parts (robot magnesium alloy shells vs. automotive structural components), enabling application opportunities for small-tonnage semi-solid forming machines. Finally, magnesium alloy's shock absorption, electromagnetic shielding, and heat dissipation properties better match humanoid robot requirements, showing clear advantages over aluminum alloy and high-strength materials.

As a supplier to Tesla's Giga Press, LK TECH's entry into the robot lightweight trend not only potentially provides inspiration for Optimus robot "weight loss" but may also offer new momentum for entire robot industry upgrades. From a long-term perspective, LK TECH's market entry may create positive feedback effects on company performance, establishing new growth curves and achieving dual premiums in both performance and valuation.