每经记者｜黄鑫磊 每经编辑｜陈俊杰 面对竞争愈发激烈的机器人零部件赛道，郭恩有表示挑战不小，据其粗算，目前国内从事类似机器人零 部件业务的企业约有200家。其中，仅就行星减速器的利润来看，行业毛利率已降至20%以下，这是因 为产品设计趋于标准化，硬件端很难形成突破性差异。 "要提升毛利率，核心还是要在制造效率、产品合格率上下功夫，同时通过差异化设计与品牌升级建立 壁垒。"郭恩有表示，从制造端看，万里扬多年来打造了汽车变速器的壳体、齿轮、轴、同步器等关键 零部件的高度自制，具备大规模制造和品质管控等能力和经验，有助于加强对生产成本和采购成本的管 控。同时，万里扬也将汽车行业的标准应用到机器人零部件生产中，为后续规模化生产奠定基础。 "我们目前负责机器人业务的核心团队人员规划超过30人，硕博学历占比超60%，具备完整的正向开发 能力。"郭恩有表示，团队不仅覆盖仿真设计、围观修形、测试优化等关键技术环节，还在产品开发早 期就与机器人主机厂深度合作，参与产品定义与驱动控制需求梳理。 在产品矩阵方面，万里扬已完成平台化规划，覆盖谐波减速器、行星减速器、无刷电机及控制器等单 品，以及谐波关节模组、行星关节模组等集成产品， ...

Group 1 - The core project of the company is the Huangshan base, which focuses on producing transmission system components such as bearings, gears, and hollow shafts, suitable for electric drive systems and various modules in robotics [1] - The total investment for the Huangshan base project is 1 billion yuan, with production capacity sufficient to cover demand growth for nearly 1 to 2 years [1] - The company is currently engaged in foundation construction for the factory and has initiated some production lines through leasing facilities based on project progress [1] Group 2 - The company has set specific key performance indicators for different components and processes, emphasizing top-level design, full participation, and continuous iteration in system engineering [1] - The company aims to leverage its collaborative advantages in bearings, gears, and circuit boards, along with partnerships with leading robotics companies, to achieve industry-leading standards [1] - The company will closely monitor market changes to manage investment risks effectively [1]