富临精工股份有限公司 2025 年半年度报告全文 富临精工股份有限公司 2025 年半年度报告 2025-055 2025 年 08 月 1 富临精工股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人王志红、主管会计工作负责人岳小平及会计机构负责人(会计 主管人员)岳小平声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中如有涉及未来的计划、发展战略等前瞻性描述，均不构成公司 对投资者的实质承诺，投资者及相关人士均应对此保持足够的风险认识，并 且应当理解计划、预测与承诺之间的差异。 公司在本报告第三节"管理层讨论与分析"中"十、公司面临的风险和 应对措施"部分，阐述了公司经营中可能存在的风险，敬请投资者关注相关 内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 | 重要提示、目录和释义 2 | | | --- | --- | --- | ...

Group 1 - The company reported a revenue of 5.813 billion yuan for the first half of 2025, representing a year-on-year increase of 61.70% [1] - The net profit for the same period was 174 million yuan, showing a year-on-year growth of 32.41% [1]

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Core Insights - Mianyang is recognized as a technology-driven city, with a strong emphasis on innovation and a rich history in scientific development [6] - The city hosts 20 national defense research institutes and over 260 innovation platforms, ranking 15th among China's top 100 cities in terms of technological innovation strength [6] - Recent developments include the successful live demonstration of a general-purpose embodied robot by Zhiyuan Robotics, marking a significant milestone in industrial automation [4][6] Industry Development - Mianyang has established a complete industrial chain in electronics and new energy, supported by leading companies such as Changhong, BOE, and Huikang [7] - The city is becoming a hub for artificial intelligence, with iFlytek announcing the establishment of an application center for its robot super brain platform [7] - The integration of industry and finance is highlighted by the establishment of service bases for major stock exchanges, enhancing the connection between local industries and capital markets [8] Company Performance - Huafeng Technology, a company specializing in connectors, has seen steady revenue growth since 2020 and successfully listed on the Shanghai Stock Exchange in 2023, becoming the first state-owned enterprise from Sichuan to do so [9][10] - The local government played a crucial role in facilitating Huafeng's IPO by resolving competitive issues with another state-owned enterprise [10] - Financial support from local institutions has been instrumental in the development of companies like Changhong Energy, providing various credit resources to meet funding needs [10] Talent and Innovation - Mianyang is actively attracting talent through initiatives such as the "Technology City Talent Card," which offers exclusive services to talent in various sectors [11] - The government has implemented policies to support talent acquisition and retention, including a talent evaluation mechanism and the establishment of a talent development fund [12] - The collaboration between local enterprises and high-end talent has led to significant advancements in innovation, exemplified by the partnership between Fulin Precision and a doctoral team for robotics development [12]

Core Viewpoint - The threshold for entering the robotics industry has significantly lowered, leading to a surge of diverse companies from various sectors attempting to manufacture robots, raising questions about the sustainability and viability of this trend [4][5][6]. Group 1: Industry Trends - The nature of "building robots" is changing, evolving from a complex task to a more accessible one, where assembling a robot is becoming a reality rather than a joke [3][6]. - The number of humanoid robot-related companies in China reached 834 by late July 2025, with over half having registered capital exceeding 10 million [6][11]. - The growth in registrations of humanoid robot companies surged by over 180% in the first half of 2025 compared to the previous year [6]. Group 2: New Players and Cross-Industry Involvement - Companies from various backgrounds, including traditional manufacturing and investment sectors, are entering the robotics field, such as Vision Technology and Jiuding Investment [4][5][13]. - Midea Group, leveraging its ownership of KUKA, is developing humanoid robots for home and factory applications, showcasing a strategic approach to robotics [15]. - Automotive companies like GAC Group are also entering the robotics space, emphasizing the technological synergies between automotive and robotics [15]. Group 3: Technological Advancements - The availability of standardized components for robots, such as sensors and actuators, has made it easier for companies to assemble robots [6][11]. - Domestic suppliers are beginning to break the monopoly of foreign brands in critical components like harmonic reducers and planetary roller screws [8][9]. - The development of specialized components, such as the BrainCo bionic hand and advanced laser radar from Hesai Technology, indicates significant progress in the robotics supply chain [7][8]. Group 4: Market Dynamics and Challenges - The influx of capital into the robotics sector has led to a competitive environment, with many companies seeking to establish themselves amid rising expectations [6][19]. - Despite the enthusiasm, the integration of various components and ensuring system stability remains a significant challenge for the industry [19][20]. - The industry is still in its early commercial stages, with many companies relying on external funding rather than self-sustaining business models [21]. Group 5: Future Outlook - The future of the robotics industry may lead to a diverse ecosystem where specialized companies coexist, focusing on niche applications while core component suppliers support the overall market [21]. - The successful companies will likely be those that can identify real-world applications and maintain resilience in a capital-intensive environment [21].

证券日报网讯 8月21日晚间，富临精工发布公告称，公司于2025年8月21日收到公司控股股东四川富临 实业集团有限公司（简称"富临集团"）函告，富临集团将其持有的公司部分股份解除了质押，本次解除 质押股份数量合计19，221，359股。 （文章来源：证券日报） ...

证券日报网讯富临精工（300432）8月21日在互动平台回答投资者提问时表示，机器人产业是公司汽车 精密制造零部件产品应用领域的延伸，公司在机器人关键硬件智能电关节上已布局产业，即整合减速 器、智能控制及电机技术，拓展谐波减速器和行星减速器两个平台的电关节产品，目前智能关节产线已 投产并开始交付客户。 ...

与此同时， 鹏博新材位于山西阳泉的10万吨高压实磷酸铁锂项目已进入设备调试阶段，预计将在9月试产，10月实现批量交付， 其目标是满足快速 充电电池市场的需求。 GGII指出，经过2023至2024年的建设放缓后，储能市场的需求增长正驱动磷酸铁锂行业开启新一轮扩产周期，大容量储能电芯、连同高比能动力 电池，一并构成高压实铁锂的两大需求。 数据显示，2025年上半年中国磷酸铁锂正极材料出货量已达161万吨，同比增长68%。预计全年出货量有望达到350万吨，行业有效产能利用率将 超过70%。 下半年来，中国锂电池材料领域的头部企业密集发布了扩产计划，且信号明确指向了对新一代材料的产能布局： 此次扩张的焦点并非单纯增加产量，而是集中于高压实磷酸铁锂正极与硅碳负极等高端材料。 这表明，在行业普遍存在结构性产能过剩的背景下，优质产能的布局正在提速。 龙蟠科技于8月20日晚间披露，计划通过非公开发行募集不超过20亿元资金。 这笔资金将主要投向位于山东和湖北的两个高性能磷酸盐正极材料项 目，合计新增年产能达19.5万吨。 公告特别指出， 新建产线将优先满足第四代超高能量密度磷酸铁锂产品的生产需求， 旨在强化产品的差异化优势。 ...

1、本次股东股份解除质押基本情况 证券代码：300432 证券简称：富临精工 公告编号：2025-051 富临精工股份有限公司 关于控股股东部分股权解除质押的公告 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。 富临精工股份有限公司（以下简称"公司"）于2025年8月21日收到公司控 股股东四川富临实业集团有限公司（以下简称"富临集团"）函告，富临集团将 其持有的公司部分股份解除了质押，现将具体情况公告如下： 一、股东股份解除质押基本情况 二、其他情况说明 截至本公告披露日，公司控股股东所质押的股份不存在平仓风险或被强制平 仓的情形，不会对上市公司生产经营、公司治理等产生实质性影响。若后续出现 上述风险，控股股东将采取包括但不限于补充质押、提前还款等措施应对风险， 以确保其持股的稳定性。 公司将持续关注控股股东股份质押情况，并按规定及时履行信息披露义务， 敬请广大投资者注意投资风险。 | 股东名称 | 是否为控股 股东及其一 | 本次解除质押 股份数量（股） | 占其所 持股份 | 占公司 总股本 | | 起始日 | | | 解除日期 | | 质权人 | | ...

每经AI快讯，有投资者在投资者互动平台提问：公司在人形机器人方面都有哪些布局，产品零部件是 否已经实现量产？ （文章来源：每日经济新闻） 富临精工（300432.SZ）8月21日在投资者互动平台表示，机器人产业是公司汽车精密制造零部件产品应 用领域的延伸，公司在机器人关键硬件智能电关节上已布局产业，即整合减速器、智能控制及电机技 术，拓展谐波减速器和行星减速器两个平台的电关节产品，目前智能关节产线已投产并开始交付客户。 ...