长盈精密:国内品牌人形机器人已对接超过30家客户,收入会从明年一季度发货开始逐季释放
Mei Ri Jing Ji Xin Wen·2025-11-22 01:26

Core Viewpoint - The company has made significant progress in its overseas humanoid robot business, with increasing orders and production capacity plans, indicating a strong growth trajectory in this sector [1] Group 1: Overseas Business Development - The company has been involved in the robotics field for over 10 years, providing core components for humanoid robots, including transmission parts, structural components, actuators, sensors, and more [1] - The company has developed parts using various materials such as aluminum, magnesium, titanium alloys, and engineering plastics, as well as rubber and nylon, utilizing multiple manufacturing processes [1] - In the first half of this year, two overseas brands contributed revenue of 35 million RMB, and by the end of August, the total value of delivered humanoid robot components exceeded 80 million RMB [1] Group 2: Production Capacity and Future Orders - The company is currently focusing on increasing production capacity, with new overseas humanoid robot orders accelerating in the fourth quarter [1] - The company has established connections with over 30 domestic humanoid robot clients, with revenue expected to be released gradually starting from the first quarter of next year [1]