在"十五五"规划前瞻布局具身智能等未来产业的政策导向下，具身机器人产业正加速从实验室走向规模 化应用，成为新的经济增长点。据行业预测，2035年中国具身智能市场规模有望突破万亿元，核心硬件 市场将达千亿级规模。在此背景下，宜安科技（300328）正式设立人工智能与具身机器人事业部，标志 着这家深耕金属新材料精密制造的企业，全面切入具身机器人核心零部件赛道，开启战略升级新篇章。 宜安科技的这一布局并非偶然，而是基于二十余年技术积累的战略延伸。作为全球唯一实现液态金属 (非晶合金)技术规模化量产并完成大规模商业交付的企业，公司已构建起涵盖原材料冶炼、工艺优化、 专用设备研发到精密制造的全流程生产体系，技术壁垒深厚。其核心优势材料液态金属强度可达镁铝合 金的10倍以上，兼具轻量化、耐腐蚀特性，完美契合具身机器人对关节组件、传动系统的高精度与高可 靠性要求；而镁铝合金材料则能实现30%以上的减重效果，成为机器人轻量化设计的关键支撑。依托这 些技术积累，公司在消费电子、新能源汽车等领域已与特斯拉、华为等全球知名企业建立稳定合作，为 机器人业务拓展奠定了坚实基础。 具身机器人事业部的设立，将聚焦AI+具身机器人相关零部件 ...

此外，医疗器械领域的镁骨钉产品是宜安科技的另一大亮点业务，其量产应用前景受到机构投资者的重 点关注。公司通过多年研究已掌握相关专利，尽管目前尚未实现放量，但市场及患者群体对镁骨钉产品 存在显著需求。 整体来看，宜安科技在液态金属、机器人、海外基地、医疗器械等多个领域的协同布局，构建起了多维 度、高韧性的业务矩阵，契合当前消费电子升级、机器人产业崛起、全球化分工深化、医疗技术创新等 核心趋势。展望未来，随着株洲新工厂产能逐步释放、液态金属应用场景持续拓展、墨西哥基地建设稳 步推进、机器人业务与医疗器械业务逐步落地，公司有望充分受益于相关产业的快速发展。 液态金属作为宜安科技的核心优势业务，其应用场景的持续拓展成为机构关注的重点话题。据介绍，在 消费电子领域，国内最早推出折叠屏手机的安卓客户从第一代机型就选用了宜安科技的非晶合金(液态 金属)技术，充分印证了公司液态金属技术在产品可靠性、结构支撑性能等方面的显著优势，也体现了 客户对公司技术实力与产品品质的高度认可。此外，在AI服务器散热领域，公司通过多年研究已掌握 相关专利。 在机器人领域，宜安科技基于未来发展战略，已成立具身机器人事业部。该项布局既顺应了机器人 ...

Core Insights - Dongguan Yian Technology Co., Ltd. (stock code: 300328) has engaged with nearly 30 institutions through offline and online meetings, focusing on key topics such as the construction of the Zhuzhou new factory, expansion of liquid metal applications, robotics business layout, and progress of the Mexico base [1][2][4] - The company specializes in precision manufacturing of new metal materials, with significant technological accumulation in aluminum-magnesium alloys and amorphous alloys (liquid metals), serving high-growth sectors like consumer electronics, medical devices, robotics, and new energy vehicles [1][2] Zhuzhou New Factory - The Zhuzhou new factory is a crucial part of the company's strategic layout, with construction progressing smoothly and the factory building completed, now entering the delivery process [2] - This production base aims to become a global leader in the production of amorphous alloys (liquid metals), significantly enhancing the company's production capacity and alleviating current bottlenecks in high-end precision structural components [2][4] Liquid Metal Applications - Liquid metal is a core business for the company, with its technology being utilized in the first-generation foldable smartphones by a domestic Android client, showcasing the reliability and structural support of its products [2] - The company has also developed patents related to AI server cooling, indicating its ongoing innovation in liquid metal applications [2] Robotics Sector - The company has established a robotics division to align with the rapid development of the robotics industry, leveraging its advantages in aluminum-magnesium alloys and precision structural components [3] - The focus on lightweight, high-strength, and high-reliability components positions the company to meet the growing demands of the robotics sector [3] Mexico Base Development - To meet international customer needs and expand overseas markets, the company has initiated the construction of a base in Mexico, following a three-step implementation strategy [3] - This base aims to enhance proximity to North American clients, reduce trade barriers, and leverage local resources to increase market share in the global metal new materials market [3] Medical Devices - The company's magnesium bone screw products are highlighted as a significant business opportunity, with strong market demand despite not yet achieving mass production [4] - The focus on medical devices complements the company's diverse business matrix, aligning with trends in consumer electronics, robotics, globalization, and medical technology innovation [4] Future Outlook - The company is expected to benefit from the gradual release of capacity at the Zhuzhou factory, ongoing expansion of liquid metal applications, steady progress in the Mexico base, and the development of its robotics and medical device businesses [4] - With a solid foundation in new metal materials and a multi-track strategy, the company is positioned to enhance its industry influence and capitalize on emerging opportunities in the next industrial transformation [4]