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长盈精密:今年1月-8月底,公司累计交付了人形机器人传动件和结构件产品的价值已经超过了人民币8000万元
Zheng Quan Ri Bao Wang· 2025-12-18 13:12
证券日报网讯12月18日,长盈精密(300115)在互动平台回答投资者提问时表示,公司在机器人领域已 经布局超过10年,能够为人形机器人的传动件、结构件、执行器、传感器、变速齿轮、线束、电机等提 供核心零部件,且已实现为海内外人形机器人客户开发如铝合金、镁合金、钛合金等金属材料, PEEK、IGUS等工程塑料,以及橡胶、硅胶、尼龙、纤维织布等多种材料的零件,涵盖CNC、3D打 印、压铸、注塑、滚齿、热压等多种成型工艺。公司最早对接的是海外品牌,所以目前出货比较多的也 是海外品牌,今年上半年两个海外品牌贡献营收3500万人民币。今年1月-8月底,公司累计交付了人形 机器人传动件和结构件产品的价值已经超过了人民币8000万元。公司的项目集中在灵巧手上的传动件, 现在逐步增加至大尺寸的传动件。第四季度海外人形机器人新订单仍在加速增长,公司正在积极扩产。 同时,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。 ...
中国能建:公司布局了工业机器人制造
Zheng Quan Ri Bao Wang· 2025-12-18 12:41
Core Viewpoint - The company, China Energy Engineering Corporation (China Energy), is actively developing industrial robot manufacturing, including solar panel cleaning and automatic laying robots, as well as intelligent equipment for hydropower construction [1] Group 1 - The company has successfully developed solar panel cleaning robots [1] - The company has also created automatic laying robots for solar panels [1] - In collaboration, the company has developed intelligent equipment for hydropower construction, such as integrated drilling and protection systems for inclined shafts [1]
长盈精密:机器人产业园预计四季度投用
Xin Lang Cai Jing· 2025-12-18 08:16
Group 1 - The company Changying Precision announced that its robot intelligent manufacturing industrial park located in Yanshan Street, Baoan District, Shenzhen, is expected to be operational in the fourth quarter of this year [1] - Approximately 60,000 square meters of the factory space will be dedicated to the production of humanoid robot-related products [1]
中国能建:公司布局了工业机器人制造,目前已成功研制出光伏板清扫机器人、光伏板自动铺装机器人等
Mei Ri Jing Ji Xin Wen· 2025-12-18 07:45
(记者 王瀚黎) 中国能建(601868.SH)12月18日在投资者互动平台表示,公司布局了工业机器人制造,目前已成功研 制出光伏板清扫机器人、光伏板自动铺装机器人等,在水电施工方面联合研制了智能斜井开挖钻护一体 化等智能装备。 每经AI快讯,有投资者在投资者互动平台提问:请问贵公司有制造工业机器人吗? ...
全球首条!具身智能机器人在宁德时代电池产线实现规模化落地
具身智能之心· 2025-12-18 04:00
近日,全球首条实现 人形具身智能机器人规模化落地 的新能源动力电池PACK生产线,在宁德 时代中州基地正式投入运行。 人形机器人"小墨"已能精准完成电池接插件插接等复杂作业,标 志着具身智能在智能制造领域的应用取得里程碑式突破。 柔性操作: 在插拔柔性线束时,能动态调节力度,确保连接可靠且不损伤部件。 高效可靠: 在实际运行中,其插接成功率稳定在99%以上,作业节拍已达到熟练工人水平。 如今,"小墨"已成为产线上不可或缺的一员。它不仅能自主检测线束连接状态,发现异常即时 上报,有效降低不良品率,还能在作业间隙主动切换至巡检模式。面对多型号电池的连续生产 任务,其单日工作量实现了三倍提升,且一致性与稳定性表现卓越。 "小墨"由宁德时代生态企业——千寻智能机器人公司研发,搭载了宁德时代自研电池,是产业 链协同的成果。为了将实际场景需求转化为工程技术指标,宁德时代联合多个部门深入产线调 研,共同制定了兼具前瞻性与落地可行性的开发方案,为具身智能机器人的规模化部署奠定了 基础。 "小墨"所替代的EOL与DCR工序,是电池包下线前的最终功能测试。该环节因具有"多品种、 小批量、高柔性"的特点,长期依赖人工操作。工人需要 ...
敏实集团与机器人公司订立战略合作协议 共拓欧洲市场
Zhi Tong Cai Jing· 2025-12-17 23:55
Group 1 - The core viewpoint of the news is that Sensata Group has entered into a strategic cooperation agreement with a robotics company to enhance their partnership in the field of artificial intelligence and robotics, specifically focusing on the European market [1][2] - The strategic cooperation agreement includes a three-year partnership for contract manufacturing and distribution of general embodied intelligent robots in Europe [1] - Sensata Group will act as a contract manufacturer for specific models of robots in the European market, prioritizing local production and delivery [1] Group 2 - The robotics company will supply Sensata Group with competitively priced robots that meet European standards for distribution in the European market [1] - Sensata Group aims to become a leading global supplier of localized robotic system components and expand its international market presence in contract manufacturing of embodied intelligent robots [2] - The partnership is expected to leverage the robotics company's expertise in AI and robotics, enhancing Sensata Group's global resources to boost robot sales in international markets [2]
长盈精密:目前公司在人形机器人业务上供应给客户的料号超过1000个
Mei Ri Jing Ji Xin Wen· 2025-12-17 10:09
每经AI快讯,12月17日,长盈精密(300115)在互动平台表示,公司布局人形机器人领域已经超过10 年,目前公司在人形机器人业务上供应给客户的料号超过1000个,且还在继续增长中。公司能够为人形 机器人的传动件、结构件、执行器、传感器、变速齿轮、线束、电机等提供核心零部件,且已实现为海 内外人形机器人客户开发如铝合金、镁合金、钛合金等金属材料,PEEK、IGUS等工程塑料,以及橡 胶、硅胶、尼龙、纤维织布等多种材料的零件,涵盖CNC、3D打印、压铸、注塑、滚齿、热压等多种 成型工艺。公司的项目集中在灵巧手上的传动件,正逐步增加至大尺寸的传动件。 ...
长盈精密(300115.SZ):项目集中在灵巧手上的传动件,正逐步增加至大尺寸的传动件
Ge Long Hui· 2025-12-17 08:56
格隆汇12月17日丨长盈精密(300115.SZ)在互动平台表示,公司在机器人领域已经布局超过10年,能够 为人形机器人的传动件、结构件、执行器、传感器、变速齿轮、线束、电机等提供核心零部件,且已实 现为海内外人形机器人客户开发如铝合金、镁合金、钛合金等金属材料,PEEK、IGUS等工程塑料,以 及橡胶、硅胶、尼龙、纤维织布等多种材料的零件,涵盖CNC、3D打印、压铸、注塑、滚齿、热压等 多种成型工艺。公司的项目集中在灵巧手上的传动件,正逐步增加至大尺寸的传动件。 ...
瑞德智能:目前部分机器人核心部件及解决方案已进入客户送样测试阶段
人民财讯12月17日电,瑞德智能(301135)近日在机构调研时表示,在产业方面,公司正积极拓展机器 人领域的下游客户,并已与多家重要客户建立业务联系,目前部分机器人核心部件及解决方案已进入客 户送样测试阶段,后续将稳步推进产品验证与量产合作。 ...
研报掘金丨华鑫证券:维持模塑科技“买入”评级,获人形机器人项目订单
Ge Long Hui A P P· 2025-12-17 07:48
Core Viewpoint - Moulding Technology has signed a procurement framework agreement with a domestic robotics company, marking its official entry into the humanoid robot industry with a recent small batch order for outer covers [1] Group 1: Business Expansion - The company is expanding its business into the humanoid robot sector, which is indicated by the recent procurement order [1] - The lightweight design of the robots will reduce energy consumption during both static and dynamic operations, allowing for longer battery life under the same capacity [1] - Lightweight construction alleviates heat dissipation issues and simplifies system design, enhancing overall robot stability [1] Group 2: Product Benefits - Reducing the weight of robots decreases the load on core driving components such as motors and reducers, leading to lower heat generation during operation [1] - The plastic outer shell of humanoid robots provides cushioning during falls, protecting internal components and minimizing environmental damage, thus enhancing safety [1] Group 3: Market Outlook - The company has established a solid customer base in its main business, which is expected to support steady growth in performance [1] - The humanoid robot business is anticipated to open a second growth curve for the company, maintaining a "buy" investment rating [1]