每经AI快讯，2月4日，光洋股份(002708.SZ)公告称，公司与深圳玄创、黄山光洋签署了《战略合作协 议书》，针对深圳玄创特种具身全系列、全型号的产品展开全方位的战略合作，三方通过深度绑定与协 同创新，共同开发、生产和销售满足高端特种具身产品，提升三方在产业链中的核心竞争力与品牌价 值。深圳玄创专注于特种具身智能产品研发与应用，公司将依托自身在全系轴承与齿轮的设计校核、试 验验证与精密制造等优势，以及黄山光洋在产品核心驱动部件的设计、集成及市场应用领域具备的领先 优势，通过战略合作深度参与具身智能产品产业链，打造新的利润增长点。该协议为框架性协议，具体 商业条款将由三方另行协商并签订具有法律约束力的合同予以明确。预计对公司本年度业绩不产生重大 影响，对公司未来年度经营业绩的影响将视具体业务的推进和实施情况而定。 ...

Core Viewpoint - The low-altitude economy sector is showing mixed results for 2025, with 22 companies expected to be profitable while another 22 are projected to incur losses, indicating a significant divergence in performance within the industry [3]. Performance Forecast Summary Profit Growth - 11 companies are expected to report profit increases, with notable projections including: - Xinzhi Group (002664.SZ) and Shangluo Electronics (300975.SZ) anticipating several-fold increases in net profit [4]. - Weihai Guangtai (002111.SZ), Tongyu Heavy Industry (300185.SZ), and Guangyang Co. (002708.SZ) expecting over 50% growth in net profit [4]. - Wan Feng Aowei (002085.SZ) and Zongshen Power (001696.SZ) also forecasted net profit growth [4]. Losses - 22 companies are projected to incur losses, with several notable cases: - Zhongtian Rocket (003009.SZ) and Andavil (300719.SZ) have shifted from profit to loss [7]. - Haige Communication (002465.SZ) is investing heavily in R&D, leading to increased costs and a projected loss [7]. - Companies like Aerospace Power (600343.SH) and Sihua Electronics (600990.SH) are also expected to continue reporting losses [8]. Industry Insights - The low-altitude economy's contribution to overall profits remains limited, with most revenue still coming from aircraft manufacturing and infrastructure construction [3]. - Companies like Wan Feng Aowei are leveraging their low-altitude business to drive profit growth, supported by strong orders in general aviation aircraft manufacturing and strategic acquisitions [5]. - The industry is witnessing a shift towards commercial applications of low-altitude technologies, with companies preparing for a significant commercialization phase in 2026 [9][10]. Strategic Developments - Companies are increasingly focusing on integrating low-altitude infrastructure and management platforms, as seen with Suzhou Keda's strategic investments in civil aviation infrastructure [11]. - The emphasis on R&D and market expansion in emerging fields like low-altitude economy is evident, with companies aiming to enhance their competitive edge through innovative solutions [7][11].

每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 每经AI快讯，光洋股份1月30日晚间发布公告称，近日，常州光洋轴承股份有限公司与重庆豪能传动技 术有限公司签署了《战略合作协议书》，针对关节模组所需的全系列、全型号精密轴承产品展开全方位 的战略合作，合作双方通过深度绑定与协同创新，共同开发、生产和销售满足市场需求的关节模组与轴 承产品，提升双方在产业链中的核心竞争力与品牌价值。本次签署的战略合作协议书无需提交公司董事 会或股东会审议，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 （记者 张明双） ...

格隆汇1月30日丨光洋股份(002708.SZ)公布，公司与重庆豪能传动技术有限公司（简称"重庆豪能"）签 署了《战略合作协议书》，针对关节模组（包括但不限于旋转关节、线性关节等）所需的全系列、全型 号精密轴承产品展开全方位的战略合作，合作双方通过深度绑定与协同创新，共同开发、生产和销售满 足市场需求的关节模组与轴承产品，提升双方在产业链中的核心竞争力与品牌价值。 ...

特别提示： 1、本次签署的《战略合作协议书》为确立双方战略合作关系的框架性协议。 本协议项下的具体商业条款，包括但不限于产品价格、数量、交付时间等，须 由双方另行协商并签订具有法律约束力的《产品购销合同》或订单予以明确。 在具体实施过程中尚存在不确定性，敬请广大投资者谨慎决策，注意投资风险。 2、本次签署的《战略合作协议书》对公司本年度经营业绩不会构成重大影 响，对公司未来年度经营业绩的影响将视具体业务的推进和实施情况而定。 一、协议签署概括 证券代码：002708 证券简称：光洋股份 公告编号：（2026）004号 常州光洋轴承股份有限公司 关于签署战略合作协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 法定代表人：扶平 近日，常州光洋轴承股份有限公司（以下简称"公司"）与重庆豪能传动技 术有限公司（以下简称"重庆豪能"）签署了《战略合作协议书》，针对关节模 组（包括但不限于旋转关节、线性关节等）所需的全系列、全型号精密轴承产 品展开全方位的战略合作，合作双方通过深度绑定与协同创新，共同开发、生 产和销售满足市场需求的关节模组与轴承产品，提升双方 ...

光洋股份(002708.SZ)公告称，公司与重庆豪能传动技术有限公司签署《战略合作协议书》，双方将针 对关节模组所需的全系列、全型号精密轴承产品展开全方位战略合作，共同开发、生产和销售满足市场 需求的关节模组与轴承产品。该协议为框架性协议，具体商业条款将由双方另行协商并签订具有法律约 束力的合同或订单予以明确。此次合作预计不会对公司本年度业绩产生重大影响，但有助于公司在精密 轴承核心零部件产品的战略布局。 ...

证券日报网讯 1月28日，光洋股份发布公告称，公司预计2025年度归属于上市公司股东的净利润为8， 500万元至11，000万元，比上年同期增长66.63%至115.64%。 （文章来源：证券日报） ...

Core Viewpoint - Guangyang Co., Ltd. (002708.SZ) expects a net profit attributable to shareholders of 85 million to 110 million yuan for the year 2025, representing a year-on-year growth of 66.63% to 115.64% [1]. Financial Performance - The net profit after deducting non-recurring gains and losses is projected to be between 72.5 million and 97.5 million yuan, indicating a year-on-year increase of 91.89% to 158.16% [1]. Business Strategy and Development - The company focuses on the synergistic development strategy of domestic substitution and new energy business, emphasizing key industries and core customer projects, which enhances customer demand alignment and accelerates project progress [1]. - Guangyang has established deep cooperative relationships with several domestic and international major manufacturers, leading to a gradual release of production capacity in the automotive parts business and steady growth in business scale [1]. Market Expansion - The company has intensified efforts in overseas market development, resulting in significant growth in foreign sales revenue as product recognition and market share increase, alongside the growth of sales from existing customers and the successful acquisition of new clients [1]. R&D and Operational Efficiency - Continuous investment in research and development has enhanced product competitiveness, while the implementation of lean management practices has driven cost reduction and efficiency improvements, optimizing the expense structure and enhancing operational efficiency [1].

Core Viewpoint - Guangyang Co., Ltd. (002708.SZ) expects a net profit attributable to shareholders of 85 million to 110 million yuan for the year 2025, representing a year-on-year growth of 66.63% to 115.64% [1]. Group 1: Financial Performance - The net profit after deducting non-recurring gains and losses is projected to be between 72.5 million and 97.5 million yuan, indicating a year-on-year increase of 91.89% to 158.16% [1]. Group 2: Business Strategy and Development - The company focuses on the synergistic development strategy of domestic substitution and new energy business, emphasizing key industries and core customer projects, which enhances customer demand alignment and accelerates project progress [1]. - Guangyang has established deep cooperative relationships with several domestic and international major manufacturers, contributing to steady growth in its automotive parts business capacity and overall business scale [1]. Group 3: Market Expansion and R&D - The company has intensified efforts in overseas market expansion, leading to significant growth in foreign sales revenue as product recognition and market share increase, while also successfully acquiring new customers [1]. - Continuous investment in R&D has improved product competitiveness, alongside the implementation of lean management practices to reduce costs and enhance operational efficiency, thereby boosting profitability [1].

光洋股份公告称，预计2025年归属于上市公司股东的净利润为8500万元 - 11000万元，同比增长66.63% - 115.64%；扣除非经常性损益后的净利润为7250万元 - 9750万元，同比增长91.89% - 158.16%。业绩增长 因公司聚焦新项目，汽车零部件业务产能释放；加大海外市场开拓，外销收入大幅增长；持续加大研发 投入，深化精益管理，提升运营效率。此为初步测算，未经审计。 ...