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宇隆光电:与纽禄美卡合资组建机器人公司 开辟智能智造新赛道
Zhong Zheng Wang· 2025-09-28 08:20
Core Viewpoint - Chongqing Yulong Optoelectronics Technology Co., Ltd. has signed a joint venture agreement with South Korea's Neulomeca Robotics to establish a company focused on the research, manufacturing, and global market expansion of industrial collaborative robots and humanoid robots [1][2]. Group 1: Joint Venture Details - The joint venture will integrate core resources from both companies, creating a comprehensive system covering "R&D - production - sales" [2]. - Neulomeca is a leading enterprise in the collaborative robot sector in South Korea, with full-stack independent R&D capabilities, and its INDY series robots are already used by global giants like Samsung and Hyundai [2]. - Yulong Optoelectronics has over ten years of experience in the smart display control field, serving major clients such as BOE and BYD, and possesses mature smart manufacturing management experience and supply chain integration capabilities [2]. Group 2: Strategic Development - The collaboration is a key move for Yulong Optoelectronics to optimize its business structure, creating a "dual-engine" development model by complementing its existing smart control boards and precision functional devices with the new robotics business [3]. - The introduction of Neulomeca's core technology and R&D team is expected to accelerate Yulong's technological expansion and strengthen its independent innovation capabilities, forming a differentiated competitive barrier [3]. - The joint venture will be headquartered in Chongqing Liangjiang New Area, which is part of a "trillion-level smart industry cluster" initiative, with local government support for the project [3]. Group 3: Future Outlook - The joint venture aims to develop robots for industrial scenarios such as new energy vehicles, semiconductors, and photovoltaics, while also exploring humanoid robots for commercial, consumer, and healthcare applications [2]. - The plan includes establishing a global R&D and production network, with the goal of creating a globally competitive robotics industry platform through technology transfer and market expansion [3]. - The partnership represents a strategic extension for Yulong Optoelectronics from being a "smart display control expert" to a "smart equipment solution provider," laying a solid foundation for long-term stable development [3].