Neuromeka is showing strong performance. Although robot-related stocks have surged in the domestic stock market this year, Neuromeka has not participated in the rally. This can be attributed to the fact that buying interest has mainly focused on humanoid robot-related stocks. Recently, Neuromeka has made a full-scale entry into China, the world's largest robotics market, and has developed a welding-specialized collaborative robot to supply to global shipyards. The company expects this to serve as a strategic turning point, marking its transition into a comprehensive global robotics solutions provider and a key momentum for corporate value re-evaluation.
As of 9:57 a.m. on September 30, Neuromeka was trading at 27,550 won, up 6.37% from the previous trading day.
With this recent rebound, Neuromeka's stock price has approached the level seen at the end of last year.
On this day, Neuromeka, a company specializing in robotic automation, unveiled its welding-specialized collaborative robot, "OPTi3." The company announced that it has been confirmed for adoption at global shipyards.
The core cooperation area of the Korea-U.S. shipbuilding collaboration project "MASGA" is the maintenance, repair, and overhaul (MRO) of naval vessels. Since the target vessels are mostly small to medium-sized, frequent posture changes and frequent equipment relocation in confined spaces are essential. OPTi3 maximizes an ultra-lightweight, symmetrical, and portable design, reducing deployment and transition time and minimizing movement paths for left-right switching during welding operations. This greatly enhances practical usability.
The shortage of skilled welding personnel and limited supply of lightweight robots across the United States and Korea present new opportunities for OPTi3, which can flexibly handle a variety of variable tasks.
HD Hyundai Heavy Industries has officially launched into the maintenance, repair, and overhaul (MRO) business for the U.S. Navy's logistics support ships. The company announced that the "USNS Alan Shepard," a 41,000-ton cargo replenishment ship belonging to the U.S. Navy's 7th Fleet, recently docked at Yeompo Pier near HD Hyundai Mipo in Ulsan for a regular overhaul.
Lee Sangsoo, a researcher at iM Securities, stated in a report published on July 31, "Neuromeka supplied collaborative welding robots to HD Hyundai Samho in June last year," adding, "The overall labor supply in the shipbuilding industry is not smooth, leading to increased demand for automation of in-ship welding processes." He continued, "Future sales of collaborative welding robots are likely to be positive in terms of growth potential and may also serve as an initial catalyst for a rebound in the stock price."
Previously, on September 26, Neuromeka signed an agreement in Chongqing, China, to establish a joint venture tentatively named "Chongqing Neuromeka Intelligent Robot Co., Ltd." The joint venture partners are LTOM Group, a dominant player in the Chinese display industry, and its main affiliate, E-ONG Optoelectronics.
According to a report published by Morgan Stanley in June 2024, the Chinese robotics market is expected to grow from approximately 64 trillion won in 2024 to about 147 trillion won by 2028, with a compound annual growth rate (CAGR) of 23%. Neuromeka plans to rapidly penetrate strategic industries such as display, automotive, and shipbuilding by leveraging LTOM Group's extensive customer network.
The joint venture will begin early operations in October this year and aims to generate substantial results starting in the first half of next year. In the short term, it will focus on collaborative robots, welding solutions, and food tech automation; in the mid-term, it will expand to panel solar transport robots; and in the long term, it will develop advanced product lines such as humanoid robots. The company also plans to continue its global expansion with the goal of listing on the Shanghai STAR Market in the future.
Neuromeka has also been selected as the final participant in the "High-Difficulty AX Research Support Platform Construction" project, promoted by the Ministry of Trade, Industry and Energy and the Daegu Digital Innovation Promotion Agency. The goal is to accelerate the development of advanced AI technology based on simulation and to build a high-difficulty research support platform that can be utilized by academic and industry researchers. As a company specializing in collaborative robots, Neuromeka will be responsible for robot demonstrations linked to the platform. To this end, it will provide a motion control SDK (including motion API, safety features, remote operation, and data collection functions) to support the implementation of Physical AI.
Neuromeka is also leading the development of surgical assistant humanoid robot bodies, dual-arm robot arms, controllers, and key surgical support modules such as retraction, suction, and tool delivery, as well as the establishment of a GMP-based medical device manufacturing system.
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