祥鑫科技上半年营收稳步增长 积极布局人形机器人和液冷产业

Core Viewpoint - Xiangxin Technology (002965) reported a revenue of 3.572 billion yuan for the first half of 2025, marking a year-on-year increase of 13.25%, with a net profit attributable to shareholders of 112 million yuan, driven by the ramp-up of designated projects and expanded sales scale [1] Business Performance - The automotive manufacturing, computer, communication, and other electronic equipment manufacturing, and metal products sectors all experienced growth in the first half of the year, with the computer, communication, and other electronic equipment manufacturing segment achieving a revenue of 202 million yuan, a staggering year-on-year increase of 490.75% [1] - The company has also been actively developing emerging businesses such as humanoid robots and liquid cooling, further expanding its future growth potential [1] Humanoid Robot Development - Xiangxin Technology is collaborating with the Guangdong Academy of Sciences and SanDu (Foshan) Intelligent Technology Co., Ltd. to focus on the research and application of components for humanoid robots in industrial scenarios [2] - The first generation of the dexterous hand, LH-H01 series, has transitioned from concept to industrial application, while the second generation, LH-L02 series, features significant technological improvements, including greater stability in grip strength, reduced size, and lower manufacturing costs [2] - The second generation dexterous hand is prepared for mass production with an annual capacity of 30,000 units, and its value is expected to exceed 30% of the humanoid robot's overall functionality, indicating a vast market potential [2] Liquid Cooling Technology - Xiangxin Technology has established a presence in the liquid cooling sector, having released a new refrigerant direct cooling technology by the end of 2024 [3] - This technology has broad applications in cooling systems for electric vehicle power batteries, motor control systems, energy storage batteries, computing servers, and low-altitude unmanned aerial vehicles, showcasing significant development potential [3]