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宁波华翔“牵手”大寰机器人,瞄准人形机器人“灵巧手”
Xin Lang Cai Jing· 2025-12-23 12:09
12月23日,宁波华翔电子股份有限公司(证券代码:002048,简称:宁波华翔)发布公告,旗下子公司宁波华翔启源科技有限公司与深圳市大寰机器人科 技有限公司签署战略合作协议,双方将在通用人形机器人灵巧手的研发、制造和销售领域展开合作。 这一动作看似是一份普通的框架协议,实则揭示了宁波华翔这家以汽车零部件为主业的公司向机器人核心部件领域拓展的雄心。 灵巧的十指翻飞,一台机器人正在装配精密零件。这不是科幻电影场景,而是宁波华翔电子股份有限公司在机器人产业迈出的实质性一步。 六自由度灵巧手能够模拟人类手的复杂动作,实现抓取、操控等精细操作,是机器人执行多样化任务的核心部件,目前正处于技术突破与商业化的关键阶 段。 核心部件的战略延伸 合作核心聚焦灵巧手 宁波华翔主要从事汽车零部件的设计、开发、生产和销售,属汽车零部件制造行业。公司是大众集团、奔驰、宝马、奥迪、理想、小鹏、蔚来、零跑等国 内外传统汽车和新能源汽车制造商的主要零部件供应商之一。 根据公告,宁波华翔子公司华翔启源与大寰机器人签署的战略合作协议,核心聚焦于一个关键技术领域——六自由度灵巧手产品的合作开发和量产。 协议约定,双方将围绕特定六自由度灵巧手产品展 ...
宁波华翔子公司获得机器人关节订单,加快公司新兴产业战略落地
Zheng Quan Shi Bao Wang· 2025-12-23 11:28
Group 1 - The core viewpoint of the news is that Ningbo Huaxiang's subsidiary, Huaxiang Qiyuan, has signed a contract for the production of robot joints, indicating a strategic move into the robotics industry [1][2] - Huaxiang Qiyuan was established on June 12, 2025, and focuses on the development and sales of intelligent robots, with Ningbo Huaxiang holding a 70% stake [1] - The company aims to leverage its advanced manufacturing experience in the automotive parts sector to enhance operational efficiency and optimize cost structures through strategic collaborations in the robotics industry [2] Group 2 - A strategic cooperation agreement was signed between Huaxiang Qiyuan and Shenzhen Dahuang Robot Technology Co., focusing on the development and production of a six-degree-of-freedom dexterous hand for general humanoid robots [2] - The collaboration with Dahuang Robot will involve product design and development verification by Dahuang, while Huaxiang Qiyuan will handle assembly and sales to clients [2] - The recent partnerships are expected to create a differentiated competitive advantage in the intelligent robot components market and support the development of core joint components based on PEEK materials [3]
12月23日晚间重要公告一览
Xi Niu Cai Jing· 2025-12-23 10:25
Group 1 - Shareholder of Okoyi plans to reduce holdings by up to 1.89% of the company's shares, amounting to a maximum of 3 million shares due to personal funding needs [1] - Tianchuang Fashion is planning a change in control, leading to continued suspension of its stock trading, expected to last no more than 3 trading days [2] - China Electric Power Construction Company reported a new contract amount of 10,317.55 billion yuan for the first 11 months of 2025, a year-on-year decrease of 1.65% [3] Group 2 - Pilin Bio's wholly-owned subsidiary received approval for a clinical trial of a drug, indicating progress in its product development [4] - Yihong Medical obtained two medical device registration certificates for diagnostic kits, enhancing its product portfolio [5] - Aohong Electronics plans to use up to 450 million yuan of idle fundraising for cash management, targeting safe and liquid financial products [6] Group 3 - China Electric Power Construction signed a contract worth approximately 6.626 billion yuan for a natural gas booster station project in Turkey, with a construction period of about 55 months [7] - Baosheng Co. won a bid for a power cable project in Singapore, valued at around 1.2 billion yuan, marking the largest overseas order in its history [8] - *ST Xinyan's stock will resume trading on December 24, 2025, following a capital increase plan that will raise its total share capital to 3.29 billion shares [9] Group 4 - Ningbo Construction's subsidiary signed a construction contract worth 428 million yuan for an engineering project with a duration of 990 days [11] - Lianhuan Pharmaceutical's subsidiary received approval for a drug that passed the consistency evaluation for generic drugs, enhancing its market competitiveness [12] - Zhongjie Automotive received a project designation for a new electric air conditioning compressor, with expected sales of approximately 29.86 million USD over its lifecycle [13] Group 5 - Biopharmaceuticals' major shareholder plans to increase holdings by 50 million to 100 million yuan, indicating confidence in the company's future [14] - Haizheng Pharmaceutical's subsidiary received approval for a veterinary drug product, expanding its product offerings in the animal health sector [15] - *ST Songfa's subsidiary signed contracts for the construction of 8 vessels, with a total contract value between 200 million to 400 million USD [16] Group 6 - Shandong Pharmaceutical Glass announced the resignation of its chairman due to age reasons, indicating a potential leadership transition [17] - Xinno Wei's subsidiary received approval for a clinical trial of a monoclonal antibody drug, indicating advancements in its drug development pipeline [18] - Ningbo Huaxiang's subsidiary secured an order for robot joints, expected to positively impact future business performance [19][20] Group 7 - China Resources Double Crane's subsidiary received approval for a clinical trial of a drug aimed at treating a genetic eye disease, reflecting ongoing R&D efforts [21] - Huaxin Technology's shareholders set a transfer price of 56.69 yuan per share for a block of shares, indicating active shareholder engagement [22] - Xinhua Net announced the resignation of its president due to job relocation, suggesting potential changes in management [23] Group 8 - Taiji Group plans to transfer a 40% stake in a subsidiary to focus on its core pharmaceutical business, enhancing operational efficiency [24] - Huaxin Construction's shareholder plans to increase holdings by 200 million to 400 million yuan, reflecting confidence in the company's prospects [25] - Dongjie Intelligent is planning to issue shares and cash for asset acquisition, with stock trading suspended until further notice [26] Group 9 - Wanrun New Energy was designated as a delivery warehouse for lithium carbonate futures, indicating its strategic position in the market [27] - Prolo Pharmaceutical's subsidiary received a drug registration certificate for an influenza treatment, expanding its product range [28] - Saiwu Technology invested 5 million yuan in a private equity fund focused on smart vehicles and energy innovation, indicating strategic investment in growth sectors [29] Group 10 - Bohui Innovation's subsidiary received approval for a clinical trial of an immunoglobulin drug, indicating progress in its product development [30] - Bohui Innovation's subsidiary also received a drug registration certificate for a coagulation factor product, enhancing its therapeutic offerings [31] - Hanghua Co. plans to allocate 146 million yuan of surplus fundraising for a new green printing materials project, reflecting a commitment to sustainability [32] Group 11 - Nova Star Cloud obtained a loan commitment letter from a bank for a share repurchase plan, indicating financial support for its capital management strategy [33] - Jimin Health established a joint venture for technology innovation, indicating a strategic move to enhance its technological capabilities [34] - Huili Pharmaceutical received a drug registration certificate for a medication used in treating digestive ulcers, expanding its product portfolio [35]
宁波华翔子公司华翔启源获得机器人关节订单
Zhi Tong Cai Jing· 2025-12-23 09:00
Core Viewpoint - Ningbo Huaxiang (002048.SZ) announced a contract with a leading domestic robot joint manufacturer for the production of robot joints over the next two years, which is expected to enhance its competitive advantage in the smart robot components market [1] Group 1 - The subsidiary Ningbo Huaxiang Qiyuan Technology Co., Ltd. signed a contract on December 23, 2025, to manufacture certain robot joint products [1] - The collaboration aims to leverage both parties' assets, teams, and resources to meet market demand [1] - This partnership is expected to establish a differentiated competitive advantage for Huaxiang Qiyuan in the smart robot components product matrix [1] Group 2 - The contract will facilitate the development of core joint components based on PEEK materials [1] - This initiative supports the rapid implementation of the company's emerging industry strategy [1]
宁波华翔(002048.SZ):子公司获得机器人关节订单
Ge Long Hui A P P· 2025-12-23 08:57
格隆汇12月23日丨宁波华翔(002048.SZ)公布,公司下属子公司——宁波华翔启源科技有限公司(简 称"华翔启源")于2025年12月23日与国内某头部机器人关节厂商(简称"客户")签订了《机器人关节委 托生产合同》,基于双方资产、团队及其他资源,华翔启源将在未来两年内为其生产制造部分机器人关 节产品,以满足其市场需求。公司将按照客户要求,在规定的时间内完成上述产品的生产制造。本次合 作是有利于华翔启源打造有差异化竞争优势的智能机器人零部件产品矩阵,为开发基于PEEK材料的核 心关节件打下坚实基础,推动公司新兴产业战略的快速落地。该事项对公司本年度的经营业绩不会产生 较大影响,随着2026年1月启动客户批量供货,将对公司未来经营业绩产生积极影响。 ...
宁波华翔(002048.SZ)子公司华翔启源获得机器人关节订单
智通财经网· 2025-12-23 08:57
智通财经APP讯,宁波华翔(002048.SZ)发布公告,公司下属子公司——宁波华翔启源科技有限公司(以 下简称"华翔启源")于2025年12月23日与国内某头部机器人关节厂商(以下简称"客户")签订了《机器人关 节委托生产合同》,基于双方资产、团队及其他资源,华翔启源将在未来两年内为其生产制造部分机器 人关节产品,以满足其市场需求。 本次合作是有利于华翔启源打造有差异化竞争优势的智能机器人零部件产品矩阵,为开发基于PEEK材 料的核心关节件打下坚实基础,推动公司新兴产业战略的快速落地。 ...
宁波华翔:子公司获得机器人关节订单
Ge Long Hui· 2025-12-23 08:49
Core Viewpoint - Ningbo Huaxiang (002048.SZ) has signed a contract with a leading domestic robot joint manufacturer to produce robot joint products over the next two years, which will enhance its competitive advantage in the smart robot components market [1] Group 1: Contract Details - The contract was signed on December 23, 2025, between Ningbo Huaxiang's subsidiary, Ningbo Huaxiang Qiyuan Technology Co., Ltd. (referred to as "Huaxiang Qiyuan"), and a major domestic robot joint manufacturer [1] - Huaxiang Qiyuan will manufacture certain robot joint products to meet the market demand of the client [1] Group 2: Strategic Implications - This collaboration is expected to help Huaxiang Qiyuan build a differentiated competitive advantage in its smart robot component product matrix [1] - The partnership lays a solid foundation for developing core joint components based on PEEK materials, promoting the rapid implementation of the company's emerging industry strategy [1] Group 3: Financial Impact - The current year's operating performance will not be significantly affected by this contract [1] - Starting from January 2026, the bulk supply to the client is anticipated to positively impact the company's future operating performance [1]
宁波华翔:下属子公司获得机器人关节订单
Zheng Quan Shi Bao Wang· 2025-12-23 08:48
人民财讯12月23日电,宁波华翔(002048)12月23日公告,公司下属子公司——宁波华翔启源科技有限 公司12月23日与国内某头部机器人关节厂商签订《机器人关节委托生产合同》,华翔启源将在未来两年 内为其生产制造部分机器人关节产品。随着2026年1月启动客户批量供货,该事项将对公司未来经营业 绩产生积极影响。 ...
宁波华翔:子公司获机器人关节订单,将在未来两年供货
Xin Lang Cai Jing· 2025-12-23 08:45
宁波华翔公告称,下属子公司华翔启源于2025年12月23日与国内某头部机器人关节厂商签订《机器人关 节委托生产合同》。未来两年,华翔启源将为其生产部分机器人关节产品。该合作有助于华翔启源打造 智能机器人零部件产品矩阵,推动新兴产业战略落地。虽对本年度经营业绩影响不大,但2026年1月启 动批量供货后,将对未来经营业绩产生积极影响。 ...
宁波华翔(002048) - 关于子公司获得机器人关节订单的公告
2025-12-23 08:45
董事会公告 宁波华翔电子股份有限公司 关于子公司获得机器人关节订单的公告 本公司全体董事、监事、高级管理人员保证公告内容真实、准确和完整,并对公告 中的虚假记载、误导性陈述或者重大遗漏承担责任。 本公司下属子公司——宁波华翔启源科技有限公司(以下简称"华翔启源")于 2025 年 12 月 23 日与国内某头部机器人关节厂商(以下简称"客户")签订了《机器人关节委 托生产合同》,基于双方资产、团队及其他资源,华翔启源将在未来两年内为其生产制造 部分机器人关节产品,以满足其市场需求。公司将按照客户要求,在规定的时间内完成 上述产品的生产制造。 本次合作是有利于华翔启源打造有差异化竞争优势的智能机器人零部件产品矩阵, 为开发基于 PEEK 材料的核心关节件打下坚实基础,推动公司新兴产业战略的快速落地。 该事项对公司本年度的经营业绩不会产生较大影响,随着 2026 年 1 月启动客户批量 供货,将对公司未来经营业绩产生积极影响。敬请广大投资者注意投资风险。 特此公告。 股票代码:002048 股票简称:宁波华翔 公告编号:2025-085 宁波华翔电子股份有限公司 董事会 2025 年 12 月 24 日 1 ...