Zheng Quan Shi Bao Wang·2025-05-16 15:23Core Viewpoint - Changsheng Bearing (300718) has gained significant attention in the capital market this year, with nearly a tenfold increase in stock price, driven by its involvement in the "robotics concept" [1][2] Group 1: Company Overview - Changsheng Bearing is headquartered in Jiaxing, Zhejiang, and specializes in the research, production, and sales of self-lubricating bearings and high-performance polymers [1] - The company's main products include self-lubricating bearings, low-friction components, and related precision castings, which are widely used in various industries such as automotive, construction machinery, robotics, port machinery, plastic machinery, and agricultural machinery [1] Group 2: Robotics Business Development - The company has achieved some batch sales in the robotics component sector, although revenue from this area is currently less than 1% of its main income, indicating that the business is still in its early stages [1][2] - Changsheng Bearing is in close communication with robotics manufacturers and related suppliers, with ongoing collaborative projects in the research and development phase [1] - The company has developed self-lubricating bearings for use in robotic joints and some linear actuators, which are characterized by low cost, high strength, high load capacity, and maintenance-free operation [2] Group 3: Market Potential and Future Outlook - Despite the current low revenue from the robotics sector, the company is optimistic about the market potential and development space, expecting continued growth in the future [2] - The revenue from the robotics components sector largely depends on the overall development of the robotics industry, which is currently undergoing continuous iteration and has not yet entered large-scale production [2] - The company has sufficient production capacity to meet future market growth demands, with the ability to produce automotive and robotics products on the same production line [3]