DONGFANG PRECISION(SZ:002611) Xin Lang Cai Jing·2025-11-23 08:33Group 1 - The company has signed a strategic cooperation agreement with Leju Robotics to focus on humanoid robot manufacturing and intelligent control systems, aiming for production, scene expansion, and business promotion [1] - A joint venture has been established with Leju and Heertai to specialize in intelligent control systems for humanoid robots, targeting core scenarios such as industrial operations and human-robot collaboration [1] - Leju Robotics has launched the KUAVO 5/5-W dual-mode robot, designed for industrial applications, featuring 41 degrees of freedom and a maximum load of 5 kg, with a battery life of over 2 hours for KUAVO 5 and 8 hours for KUAVO 5-W [1] Group 2 - The company has invested in Ruoyu Technology, which focuses on the development and application of intelligent robot brains, with its self-developed "Ruoyu·Jiutian" multimodal model reaching 13 billion parameters [2] - Ruoyu Technology's collaboration with the company aims to create a closed loop of "scene + data + algorithm," enhancing both parties' capabilities in digitalization and intelligence [2] - The company holds approximately 20% of Jiaten Robotics, a leading provider of AGV robots and intelligent logistics systems, with products used by over 70 Fortune 500 companies [2] Group 3 - The company has increased its stake in Aerospace New Power to 19.89%, focusing on high-end metal materials and nuclear power components, being one of the first to obtain nuclear power manufacturing licenses in China [3] - Aerospace New Power's products are utilized in all existing and under-construction nuclear power projects in China, with a successful shipment of magnet support products for the BEST project [3] - The company's subsidiary, Baisheng Power, holds a 71.14% stake and has achieved significant growth in the domestic outboard motor market, breaking the monopoly of American and Japanese brands [3] Group 4 - Revenue projections for the company are estimated at 5.278 billion, 5.951 billion, and 6.911 billion yuan for 2025-2027, with corresponding net profits of 707 million, 849 million, and 1.038 billion yuan [4] - The company maintains a "recommended" rating due to its deep involvement in the humanoid robot industry chain and potential growth in smart logistics, nuclear fusion, and outboard motor sectors [4]