怡合达(301029.SZ):有向人形机器人厂商提供部分零部件,但占比较低
Ge Long Hui·2025-11-28 09:36

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The primary clientele consists of manufacturers of automation equipment [1] Product Application - The company supplies some components to humanoid robot manufacturers, although this segment represents a relatively low proportion of its overall business, mainly involving linear motion parts and small mechanical components [1] Confidentiality Commitment - Due to confidentiality requirements, the company is obligated to maintain secrecy regarding all partners and related information, which limits the disclosure of specific details [1]