隆盛科技拟斥资3.5亿元投建具身智能创新中心

Core Insights - Longsheng Technology (隆盛科技) has signed a cooperation agreement with the Wuxi Binhu District government to invest in the Jiangsu Longsheng Weirui Embodied Intelligent Robot Innovation Center project, with a total investment of approximately 350 million yuan [1] - The project will focus on the research and industrialization of embodied robots in industrial scenarios, emphasizing humanoid robot core components and technologies [1][2] - Longsheng Technology reported a revenue of 1.81 billion yuan for the first three quarters of 2025, a year-on-year increase of 10.13%, and a net profit of 210 million yuan, up 36.89% year-on-year [2] Investment and Financial Performance - The company plans to invest about 200 million yuan in land and construction, while its subsidiary Longsheng Weirui will invest around 150 million yuan for the operation of the innovation center [1] - In Q3 2025, Longsheng Technology achieved a net profit of 106 million yuan, marking a 109.83% year-on-year increase and setting a new historical record for quarterly profit [2] Strategic Development - Longsheng Technology is actively entering new strategic sectors, including aerospace, low-altitude economy, and humanoid robotics, leveraging over 20 years of precision manufacturing experience [2] - The company is pursuing a dual-path strategy in the humanoid robot business, focusing on both core components and complete machine development [3] - Longsheng Technology anticipates that by Q1 2026, it will have the capacity to produce approximately 70,000 harmonic reducers [3]