Workflow
研报掘金丨浙商证券:维持东华测试“增持”评级,向机器人关节模组领域拓展
Ge Long Hui A P P·2025-10-10 08:22

Core Viewpoint - Donghua Testing has signed a strategic cooperation agreement with Nantong Zhenkang to jointly explore market opportunities in high-precision actuators and intelligent modules for industrial and humanoid robots [1] Group 1: Strategic Cooperation - The partnership aims to enhance collaborative innovation in testing control platforms for rotary joint modules and related fields [1] - The focus is on expanding the market for high-precision actuators and intelligent modules in the industrial robot and humanoid robot sectors [1] Group 2: Product Development - The company's six-dimensional force sensor is currently in the small-batch trial production stage [1] - Downstream application areas include industrial robots, humanoid robots, aerospace, automotive, electronics, and medical sectors, which are expected to become new growth points with the industrialization of humanoid robots [1] Group 3: Financial Plans - The company plans to raise 150 million yuan through a private placement to fund the upgrade of the intelligent measurement and control industry and for working capital [1] - The company maintains an "overweight" rating [1]