Core Viewpoint - The company, Changying Precision (300115.SZ), focuses on the development, production, and sales of electronic connectors and precision components for smart electronic products, as well as components and connectors for new energy products, precision structural parts and modules for consumer electronics, and robotics and intelligent equipment [1] Group 1 - The main business areas include electronic connectors and precision small parts for smart electronic products [1] - The company’s products are applicable in various markets such as mobile communication terminals, new energy, robotics, and intelligent manufacturing [1]

Core Viewpoint - Changying Precision (300115.SZ) has indicated that its cell structure components (cover plates, housings) can be applied to power battery products, including solid-state batteries [1] Group 1 - The company specializes in cell structure components for batteries [1] - The products are suitable for advanced battery technologies, specifically solid-state batteries [1]

截至10:11，机器人ETF(562500) 早盘低开后震荡走低，现价围绕日内低点进行技术性盘整。尽管大盘回 暖，但成分股内部分化明显，45只持仓股下跌，28只上涨，弘讯科技、晶品特装等跌幅居前，而海目星 逆势领涨近4%。ETF交投保持活跃，成交额已突破2.39亿元，并且近五日合计"吸金"超7亿元，显示出 市场资金逆势布局，逢低加码的趋势，短期情绪或在震荡中逐步企稳。 消息方面，长盈精密在互动平台表示，公司较早布局人形机器人业务，最早对接的是海外品牌，所以目 前出货比较多的也是海外品牌。今年上半年两个海外品牌贡献营收3500万元。今年年初到8月底，公司 累计交付了人形机器人结构件产品的价值已经超过了人民币8000万元。目前公司在人形机器人业务上供 应给客户的料号超过400个。公司的项目集中在灵巧手上的传动件和结构件，现在逐步增加至大尺寸的 传动件和结构件。第四季度海外人形机器人新订单仍在加速增长，公司正在积极扩产。 中信建投证券表示，2026年人形机器人产业将进入规模量产元年。特斯拉原定于今年底的发布和量产计 划已被推迟至2026年Optimus人形机器人计划于2026年三季度启动量产，Optimus V3（ ...

长盈精密（300115.SZ）11月19日在投资者互动平台表示，第四季度海外人形机器人新订单在加速增 长，国内品牌人形机器人已对接超过30家客户，公司会根据客户不同情况做排产规划。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司目前在机器人领域进展如何？ ...

Group 1 - The company has changed its registered address to an intelligent manufacturing center, indicating a strategic shift towards advanced manufacturing capabilities [2] - The new facility in Shenzhen Songgang Yanluo is expected to be operational in the fourth quarter of this year, with approximately 60,000 square meters dedicated to the production of humanoid robots [2]

Core Viewpoint - The company has made significant progress in its humanoid robot business, with a focus on overseas brands and increasing production capacity [2][3] Group 1: Financial Performance - As of the end of Q3, the humanoid robot business generated revenue of 35 million RMB in the first half of the year from two overseas brands [2] - Cumulatively, from the beginning of the year to the end of August, the company delivered humanoid robot structural components valued at over 80 million RMB [2] Group 2: Product and Market Development - The company has supplied over 400 different part numbers for humanoid robots, focusing on dexterous hand transmission and structural components, and is gradually expanding to larger components [2] - New orders for overseas humanoid robots are accelerating in Q4, indicating a positive market trend and the company's active expansion efforts [2]

Group 1 - The company Changying Precision (300115) confirmed on November 19 that it supplies shielding components for the Xiaomi 17 series smartphones [1]

Core Insights - The company has made early investments in humanoid robot business, primarily collaborating with overseas brands, leading to significant revenue contributions from these partnerships [1] - In the first half of the year, revenue from two overseas brands amounted to 35 million RMB [1] - From the beginning of the year to the end of August, the total value of humanoid robot structural components delivered by the company exceeded 80 million RMB [1] - The company currently supplies over 400 part numbers for humanoid robots, focusing on components for dexterous hands and gradually expanding to larger components [1] - New orders for overseas humanoid robots are accelerating in the fourth quarter, prompting the company to actively expand production [1]

Core Viewpoint - The company has strategically positioned itself in the humanoid robot sector, primarily serving overseas brands, which has led to significant revenue contributions from these partnerships [1] Group 1: Revenue Contributions - In the first half of the year, two overseas brands contributed 35 million RMB to the company's revenue [1] - By the end of August, the total value of humanoid robot structural components delivered by the company exceeded 80 million RMB [1] Group 2: Product Offerings - The company currently supplies over 400 different part numbers for humanoid robots to its clients [1] - The focus of the company's projects has been on transmission and structural components for dexterous hands, with plans to expand into larger transmission and structural components [1] Group 3: Future Outlook - The company is experiencing accelerated growth in new orders for overseas humanoid robots in the fourth quarter and is actively expanding its production capacity [1]

Core Insights - The company has made early investments in humanoid robot business, primarily collaborating with overseas brands, leading to significant revenue contributions from these partnerships [1] - In the first half of the year, two overseas brands contributed 35 million RMB in revenue [1] - From the beginning of the year to the end of August, the total value of humanoid robot structural components delivered by the company exceeded 80 million RMB [1] - The company supplies over 400 part numbers for humanoid robots, focusing on dexterous hand transmission and structural components, with plans to expand into larger components [1] - New orders for overseas humanoid robots are accelerating in the fourth quarter, prompting the company to actively expand production [1]