铁流股份合作研究院布局机器人 汽零营收占比97.5%延伸新业务

Core Viewpoint - Tieliu Co., Ltd. plans to enhance its research and development in robotics by signing a framework cooperation agreement with the Yangtze River Delta Hart Robot Industry Technology Research Institute, focusing on key components of robots [1][2][3] Company Overview - Tieliu Co., Ltd. primarily engages in the automotive parts business, with an expected revenue share of 97.51% from this sector in 2024, amounting to 2.34 billion yuan [1][4] - The company operates in three main segments: automotive transmission system manufacturing, high-precision component manufacturing, and commercial vehicle full vehicle parts smart services [4] R&D Collaboration - The cooperation with Hart Research Institute includes the design and manufacturing of key robot components, adaptive control technology research, and performance testing equipment development [2][3] - Tieliu will leverage its core advantages in mold development, precision machining, and heat treatment to strategically extend into the core components of robotics [3] Market Position - Tieliu Co., Ltd. holds a leading position in the clutch production capacity within the automotive parts industry, with a revenue of 1.28 billion yuan from the automotive transmission system segment in 2024, accounting for 53.49% of total revenue [4] - The company has a comprehensive product line that covers various vehicle types, including commercial vehicles and passenger cars, with a market share that is among the highest in the industry [4] New Energy Vehicle Expansion - Tieliu is actively expanding into the new energy vehicle parts sector, with a project for producing 600,000 sets of electric motor shafts and other core components already partially operational [5] - The company has secured orders from notable clients such as Ideal Auto, Leap Motor, and Volkswagen for its electric motor shafts [5] Financial Performance - In the first half of 2025, Tieliu Co., Ltd. reported a total revenue of 1.185 billion yuan and a net profit of 48.80 million yuan, indicating a decline in key performance metrics [5]