齿轮制造业
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双环传动前三季度减收增利拟分拆环动科技上市
Zhong Guo Jing Ying Bao· 2025-10-29 06:31
"本次分拆完成后,环动科技仍为公司控股子公司,环动科技的财务状况和盈利能力仍将反映在公司的 合并报表中。通过本次分拆,公司和环动科技将各自专业化经营和深耕自身优势业务,有利于各方股东 价值的最大化。"双环传动方面表示。 官网资料显示,双环传动是全球专业齿轮制造领军企业,产品涵盖传统燃油车、新能源汽车、轨道交 通、非道路机械、工业机器人、工业减速器、民生齿轮等多个领域,是采埃孚、康明斯、卡特彼勒以及 上汽、一汽等国内外知名企业的供应商。中经记者 张家振 武汉报道 【双环传动前三季度"减收增利" 拟拆分环动科技赴科创板上市】10月28日,浙江双环传动机械股份有 限公司(以下简称"双环传动",002472.SZ)发布的2025年三季报显示,第三季度和前三季度均呈现明 显的"减收增利"特征。 具体来看,今年第三季度,双环传动实现营业收入22.37亿元,同比下降7.56%;归母净利润为3.21亿 元,同比增长21.22%;今年前三季度,双环传动实现营业收入64.66亿元,同比下降4.10%;归母净利润 8.98亿元,同比增长21.73%。 据《中国经营报》记者了解,对于前三季度营业收入同比下降的原因,双环传动方面解释称 ...
夏厦精密(001306) - 001306夏厦精密投资者关系管理信息20250624
2025-06-24 09:26
Business Segment Performance - In 2024, the automotive gear business generated revenue of 391 million CNY, accounting for 58.79% of total revenue; the power tool gear business generated 140 million CNY, representing 21.03%; and the revenue from reducers, tools, equipment, and other gears was 134 million CNY, making up 20.18% of total revenue [1]. Production Capacity and Utilization - As of the end of 2024, the company's production capacity for new energy vehicle gears was approximately 5.6 million units, with an actual production of 5.3974 million units, resulting in a utilization rate of about 96.38% [2]. Product Development and Market Expansion - The company is focusing on small modulus gears for humanoid robots, which presents new growth opportunities. It plans to expand its product offerings in planetary roller screw products and related core components for the humanoid robot industry [2][3]. - The company has established relationships with renowned humanoid robot manufacturers and aims to enhance its competitive edge in this sector [3]. Client Base and Market Position - The company’s power tool gear clients include globally recognized brands such as TTI, Bosch, and Makita. With the recovery of the power tool industry, the company anticipates increased demand and aims to further enhance its market share [3]. Equipment Investment and Technological Advancements - The company is investing in advanced manufacturing equipment to support the production of precision small gears and reducers, which are essential for humanoid robots. This includes high-precision gear and screw processing equipment [3]. - In 2024, the company achieved breakthroughs in micro modulus cutting tools, with the smallest modulus reaching 0.05mm, positioning it at the forefront of the industry [3]. International Expansion - The Vietnam factory has entered the trial production phase since 2025, with all necessary qualifications completed and equipment installed. The production line is currently in trial production with sufficient orders, and capacity will be adjusted based on demand [3]. Industry Outlook - The humanoid robot industry is expected to accelerate due to increased domestic policy support and the establishment of various industrial funds. The year 2025 is anticipated to mark the beginning of mass production in this sector [4].