Core Viewpoint - Ningbo Zhenyu Technology Co., Ltd. plans to expand its production capacity and invest in emerging business areas, with a total investment of RMB 2.11 billion from 2025 to 2030 [1] Group 1: Investment Plans - The company intends to sign a strategic cooperation agreement with Ninghai County Investment Promotion Center to invest in precision component manufacturing equipment and humanoid robot precision modules and parts [1] - The first phase of the project includes an annual production capacity of 1 million sets of precision component manufacturing equipment and precision structural components, with an initial site in the Ningbo Southern Coastal Economic Development Zone covering approximately 51.3 acres [1] - The second phase will focus on an annual production capacity of 1 million sets of process equipment and precision structural components, with a preliminary site in Xidian Town, Ninghai County, covering about 61.8 acres [1] - The third phase aims for an annual production capacity of 1 million sets of humanoid robot precision modules and parts, with an initial site in Xidian Town New City covering around 100 acres [1] Group 2: Business Development - The company is seizing the opportunity in the rapidly developing humanoid robot sector while developing precision progressive stamping molds and downstream precision structural components [2] - The focus is on expanding key products and core technologies in the robot industry chain, achieving synergistic development among molds, precision structural components, manufacturing equipment, and robot precision parts [2] - Currently, the company has established three main product series in the robot sector: reverse planetary roller screw, linear actuators, and dexterous precision components, with small batch orders from domestic and international clients, although related business revenue is minimal [2] - The company possesses a first-mover advantage in the R&D and small batch delivery of new humanoid robot products, necessitating the reserve and phased construction of relevant production capacity to maintain core competitiveness [2]
震裕科技(300953.SZ):拟投资建设人形机器人精密模组及零部件项目等