人民财讯9月24日电，长盈精密(300115)9月23日接受机构调研时表示，今年年初到8月底，公司累计交 付了人形机器人结构件产品的价值已经超过了8000万元。目前公司在人形机器人业务上供应给客户的料 号超过400个。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。 转自：证券时报 ...

证券日报网讯光洋股份（002708）9月18日在互动平台回答投资者提问时表示，公司积极布局机器人项 目的研发和市场拓展，密切关注各赛道的发展趋势，聚焦机器人关节模组和感应模组相关零部件的研发 制造，各类型机器人均可适配，公司将根据市场发展趋势随时作出市场策略调整。 ...

9月18日，光洋股份在接受机构调研时表示，公司通过资本与产业双向合作的方式，加速开发人形机器人市场，下半年开始公司人形机 器人相关订单迅速增长。 光洋股份同时介绍，公司目前与头部机器人公司合作的产品表现良好。公司机器人零部件产品，凭公司在高端材料研究、精密制造和 全面测试体系，以及公司在量产经验和质量一致性管理能力等方面的优势，在寿命、精度和可靠性上已达到行业先进水平，完全能够 满足机器人等领域的需求。 公司产品序列包括各类标准轴承、交叉滚子轴承、行星齿轮、滚珠丝杠、行星滚柱丝杠及电路板产品都可以用于机器人，各类减速 器、关节模组和感应模组均可适配。公司也正基于自身资源优势，在资本和业务层面加大与机器人行业相关企业合作，进一步加强集 成化产品的研发，根据行业技术发展趋势，做好针对性布局。 其中，黄山基地建设项目主要用于生产传动系统零部件，包括轴承、齿轮及空心轴类产品，适配电驱动系统、线控底盘中各类减速器 模组及机器人关节模组等领域，目前正在开展厂房地基施工建设等相关工作，部分产线根据项目进度已经通过租赁厂房等方式先期进 行建设；公司针对不同零部件和工艺，设定具体的关键绩效指标，顶层设计、全员参与、持续迭代系统 ...

Core Viewpoint - The company, Tieliu Co., Ltd. (603926.SH), has signed a framework agreement with the Yangtze River Delta Hart Robot Industry Technology Research Institute to enhance its research and development capabilities in robotics [1] Group 1: Agreement Details - The agreement includes the design of key robotic components, electromechanical control parameter matching design, and topology configuration optimization design [1] - It also covers the design and manufacturing of high-precision and efficient robotic components, as well as research on adaptive force-position hybrid control technology with multi-sensor fusion [1] - The development of multi-dimensional performance testing and evaluation equipment for key robotic components is part of the agreement [1] Group 2: Intellectual Property and Research Strength - All intellectual property rights arising from the agreement will belong to the company [1] - If the research is halted midway, any intellectual property rights obtained will still belong to the company [1] - The Hart Research Institute team possesses deep technical accumulation and research advantages in the relevant fields, which will effectively enhance the company's R&D strength and core competitiveness [1]

Core Viewpoint - The company is actively developing robotic-related products, focusing on lightweight structural components and exterior covers for robots [1] Group 1 - The company has established a partnership with Guanggu Dongzhi [1] - The main products under development are aimed at enhancing the lightweight functionality of robots [1]

Core Viewpoint - Fengguang Precision is focusing on the semiconductor and humanoid robot sectors, highlighting its capabilities in producing high-quality components and its plans for future growth in these areas [1][2][3] Group 1: Semiconductor Sector - The company produces various products in the semiconductor field, including motor shafts, robot parts, guide rail sliders, servo motor shafts, and precision components for vacuum pumps [1] - Fengguang Precision is one of the few domestic companies that can reach international standards in core components for vacuum pumps, with sufficient production capacity [1] Group 2: Humanoid Robot Sector - The main product in the humanoid robot sector is the harmonic reducer, which is a technology-intensive component with high technical barriers and a concentrated competitive landscape [1][2] - The harmonic reducer market in China was approximately 2.1 billion yuan in 2022, with projections to exceed 3.3 billion yuan by 2025 [1] - The company plans to achieve mass production capabilities for the full series of 03-32 harmonic reducers by the end of 2024, with an initial production capacity of 300,000 sets [2] Group 3: Market Expansion and Product Development - Fengguang Precision aims to accelerate new product development and improve quality and efficiency to meet diverse customer needs [3] - The company is expanding its market reach by establishing wholly-owned subsidiaries in the United States and Japan, with a global marketing center based in the U.S. [3] - The harmonic reducer products are widely applicable across various industries, including industrial robots, service robots, humanoid robots, CNC machine tools, photovoltaic equipment, medical devices, aerospace, and measurement/analysis/experimental equipment [2]