双林股份(300100.SZ):已与国内两家头部新势力车企合作,为其人形机器人项目开发直线关节模组
Ge Long Hui·2025-11-19 07:03

Core Viewpoint - The company has engaged in partnerships with two leading domestic new energy vehicle manufacturers to develop linear joint modules for humanoid robot projects, with positive feedback on initial deliveries [1] Group 1: Partnerships and Collaborations - The company has conducted multiple rounds of sample deliveries and small batch shipments to clients, which have been positively received in terms of installation performance [1] - The company is also in technical exchanges and sample deliveries with several domestic robot manufacturers and dexterous hand companies [1] - The company has initiated multiple cooperation discussions with a leading foreign screw manufacturer, successfully obtaining small batch orders for ball screws and roller screws, which have passed client acceptance and been delivered [1] Group 2: Revenue Impact - The revenue from new businesses such as roller screws and joint modules currently constitutes a low percentage of the company's total revenue, thus having a minimal impact on overall performance [1]