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万里扬(002434.SZ):2026年公司机器人关节模组产品业务的目标是在客户端实现量产供应,并开拓进入更多的国内和国际主流机器人整机客户
Ge Long Hui· 2026-01-28 04:00
Core Viewpoint - The company is optimistic about the development prospects of the robotics industry and is focusing on building its robotics components business as a long-term strategic initiative [1] Group 1: Business Strategy - The company plans to concentrate more on its robotics components business to enhance market competitiveness through high-quality and low-cost products [1] - The goal is to effectively meet and match various customer needs while keeping pace with industry trends [1] - The company aims to continuously enrich and improve its range of robotics components products and expand its share among mainstream customers in the market [1] Group 2: Future Goals - By 2026, the company targets to achieve mass production supply of its robotics joint module products to clients and to enter more domestic and international mainstream robot manufacturers [1]
万里扬(002434.SZ):公司正全力对接开发国内和国际主流机器人整机客户
Ge Long Hui· 2026-01-28 04:00
Core Viewpoint - Wanliyang (002434.SZ) is actively engaging with both domestic and international mainstream robot manufacturers to develop compatible products, indicating a strategic focus on expanding its market presence in the robotics sector [1] Group 1: Domestic Development - The company is currently conducting prototype testing for compatible products with two domestic robot manufacturers [1] - Technical parameter alignment has been completed with another two domestic robot manufacturers, and sample testing is set to commence soon [1] Group 2: International Development - Wanliyang is simultaneously working on development projects with international mainstream robot manufacturers [1] - The company is leveraging its past supply chain resources accumulated from overseas clients, third-party professional service companies, and domestic resources that have entered the overseas robot client supply chain to expedite progress [1]
万里扬(002434.SZ):公司轻微卡变速器业务发展形势良好,市场需求旺盛
Ge Long Hui· 2026-01-28 04:00
Core Viewpoint - Wanliyang (002434.SZ) is experiencing positive growth in its light-duty truck transmission business, driven by strong market demand and the rapid development of light-duty electric reducers and electric drive system products [1] Group 1: Business Development - The company’s heavy-duty truck transmission products include MT manual transmissions, AMT automatic transmissions, hybrid systems, and pure electric drive systems, applicable to various heavy-duty vehicles such as logistics trucks, special vehicles, and mining trucks [1] - The heavy-duty truck transmission series has been successfully matched with multiple models from major domestic heavy-duty truck manufacturers, leading to increased market recognition and competitiveness [1] Group 2: Market Growth - The continuous growth in the number of matched models and production sales is expected to become a significant growth point for the company's commercial vehicle transmission business in the coming years [1] - The company is also developing its commercial vehicle transmission business in overseas markets [1]
万里扬(002434.SZ):公司一期规划建设年产10万颗关节模组的生产能力 预计于2026年5月份投入生产
Ge Long Hui· 2026-01-28 04:00
Core Viewpoint - Wanliyang (002434.SZ) is expanding its production capacity for robotic joint modules, with plans to achieve an annual output of 100,000 units by May 2026 [1] Group 1: Production Capacity - The company is planning to build a production capacity of 100,000 robotic joint modules annually in its first phase [1] - The production setup will include precision processing equipment, testing and trial equipment, inspection equipment, and assembly lines [1] - The expected start of production is set for May 2026 [1]
万里扬(002434.SZ):目前中大马力拖拉机动力换挡/换向系统已量产上市,市场需求旺盛
Ge Long Hui· 2026-01-28 04:00
Core Viewpoint - Wanliyang (002434.SZ) is leveraging its technological and manufacturing advantages in the automotive industry to enhance its agricultural machinery transmission system products, which are now at a market-leading level and receiving high praise from clients [1] Group 1: Product Development - The company's agricultural machinery transmission system products include high-horsepower tractor CVTs and power-shifting/reversing systems for medium to large tractors [1] - The medium to large tractor power-shifting/reversing system has already been mass-produced and is experiencing strong market demand, with an order of 2,000 units expected in Q1 2026 [1] - The high-horsepower tractor CVT is currently undergoing prototype testing [1] Group 2: Market Demand and Growth - National subsidies for the purchase of agricultural machinery automation and the increasing efficiency requirements for mechanized operations are significantly expanding the domestic market demand for automated transmission system products [1] - The company's simultaneous development of international markets is expected to effectively drive the continuous growth of sales and revenue for its agricultural machinery transmission system products [1]
万里扬:公司一期规划建设年产10万颗关节模组的生产能力,预计于2026年5月份投入生产
南财智讯1月28日电,万里扬在投资者关系活动中表示,公司机器人关节模组一期规划建设年产10万颗 关节模组的生产能力,包括精加工设备、试验试制设备、检测设备和总装线等,预计于2026年5月份投 入生产。 ...
万里扬(002434) - 002434万里扬投资者关系管理信息20260128
2026-01-28 02:44
Group 1: Robotics Components - The company's robotics components include robot motors, harmonic reducers, and planetary reducers, as well as joint modules [2] - The first phase aims to establish an annual production capacity of 100,000 joint modules, with production expected to start in May 2026 [2] - The estimated investment cost for the first phase of equipment is between RMB 20 million and 30 million, with some equipment shared with existing transmission product lines [3] Group 2: Market Development - The company is actively developing partnerships with domestic and international mainstream robot manufacturers, with two domestic clients currently testing prototypes and two others completing technical parameter alignment [4] - The company plans to enhance its market share in the robotics components sector by focusing on high-quality and low-cost products, aiming for mass production and entry into more mainstream clients by 2026 [5] Group 3: Automotive Transmission Business - The passenger vehicle transmission products include manual and automatic transmissions, EV reducers, and electric drive systems, with a focus on expanding into the Malaysian market as the first overseas base [6] - The commercial vehicle transmission segment is experiencing strong demand, with products like MT manual transmissions and AMT automatic transmissions being well-received in the market [7][8] Group 4: Agricultural Machinery Systems - The agricultural machinery transmission products include high-horsepower tractor CVTs and power-shifting systems, with the latter already in mass production and receiving 2,000 orders in Q1 2026 [8] - The company is leveraging its automotive industry expertise to enhance product performance and meet the growing demand for automated transmission systems in agriculture [8] Group 5: Incentive Measures - The company has established dedicated subsidiaries for its agricultural machinery and robotics components businesses, with business leaders holding 5% equity in their respective subsidiaries to incentivize performance [9]
万里扬:华润深国投信托有限公司(代表“华润信托·华颖16号单一资金信托”)及其一致行动人持股比例已降至10.49745%
南财智讯1月23日电,万里扬公告,公司股东华润深国投信托有限公司(代表"华润信托·华颖16号单一 资金信托")及其一致行动人安徽国元信托有限责任公司(代表"国元信托-安瑞1号单一资金信托")、 奇瑞汽车股份有限公司合计持有公司股份比例由11.59251%下降至10.49745%。2026年1月20日至1月22 日,华润信托·华颖16号通过大宗交易方式累计减持公司股份1437.38万股,占公司总股本的1.09506%。 本次权益变动系履行此前披露的减持计划,减持后上述股东合计持股比例降至10.49745%,权益变动已 完成。 ...
万里扬(002434) - 关于公司持股5%以上股东权益变动触及1%整数倍的公告
2026-01-23 09:17
浙江万里扬股份有限公司(以下简称"公司")于 2025 年 10 月 28 日披露了《关 于公司持股 5%以上股东减持股份的预披露公告》(2025-050),公司股东华润深国 投信托有限公司(代表"华润信托·华颖 16 号单一资金信托")(以下简称"华润 信托·华颖 16 号")计划自上述公告披露之日起 15 个交易日后的 3 个月内(法律 法规禁止减持的期间除外),通过大宗交易方式减持公司股份不超过 2625.2 万股(不 超过公司总股本的 2%)。 证券代码:002434 证券简称:万里扬 公告编号:2026-001 浙江万里扬股份有限公司 关于公司持股5%以上股东权益变动触及1%整数倍的公告 公司股东华润深国投信托有限公司(代表"华润信托·华颖16号单一资金信托") 保证向本公司提供的信息内容真实、准确、完整,没有虚假记载、误导性陈述或重 大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特此公告。 2026 年 1 月 23 日,公司收到华润信托·华颖 16 号出具的《关于权益变动触及 1%整数倍的告知函》,2026 年 1 月 20 日至 2026 年 1 月 22 日期 ...
万里扬今日大宗交易折价成交177.5万股,成交额1673.83万元
Xin Lang Cai Jing· 2026-01-23 09:13
1月23日,万里扬大宗交易成交177.5万股,成交额1673.83万元,占当日总成交额的2.24%,成交价9.43 元,较市场收盘价10.84元折价13.01%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | | 2026-01-23 | 002434 | 万里扬 | 9.43 | 111.50 | | 1,051.45 机构专用 | | 招商证券股份有限 | | | | | | | | | | 公司芜湖文化路证 | | | | | | | | | | 券营业部 | | 2026-01-23 | 002434 | 万里扬 | 9.43 | 22.00 | 207.46 | 机构专用 | | 招商证券股份有限 | | | | | | | | | | 公司芜湖文化路证 | | | | | | | | | | 券营业部 | | 2026-01-23 | 00 ...