人形机器人传动件
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长盈精密: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等提供核心零部件
Zheng Quan Ri Bao· 2025-12-17 14:15
(文章来源:证券日报) 证券日报网讯 12月17日,长盈精密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: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
Mei Ri Jing Ji Xin Wen· 2025-12-17 10:05
每经AI快讯,有投资者在投资者互动平台提问:公司人形机器人产品涵盖结构件、执行器、传感器等 全链条,是否为行业内少数具备"全材料、全工艺"供应能力的企业? 长盈精密(300115.SZ)12月17日在投资者互动平台表示,您好。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。谢 谢。 (文章来源:每日经济新闻) ...
长盈精密:公司在机器人领域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
Mei Ri Jing Ji Xin Wen· 2025-11-22 01:26
Core Viewpoint - The company has been involved in the robotics sector for over 10 years, providing core components for humanoid robots and expanding its product offerings to enhance the value of individual robots [1] Group 1 - The company has successfully developed and is validating various key modules for humanoid robots, including transmission parts, structural components, actuators, and sensor housings [1] - The company has developed parts using a variety of materials such as aluminum alloy, magnesium alloy, titanium alloy, PEEK, IGUS engineering plastics, rubber, silicone, nylon, and fiber fabrics [1] - The company employs multiple manufacturing processes including CNC, 3D printing, die casting, injection molding, gear hobbing, and hot pressing [1] Group 2 - The company's projects are currently focused on transmission parts for dexterous hands, with plans to gradually increase the size of the transmission components [1]
长盈精密: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、结构件等提供核心零部件
Zheng Quan Ri Bao Wang· 2025-11-20 13:13
Core Viewpoint - The company has over 10 years of experience in the robotics sector, providing essential components for humanoid robots and is actively expanding its production capacity due to increasing overseas orders [1] Group 1: Company Overview - The company has established a significant presence in the robotics field, focusing on core components such as transmission parts, structural components, actuators, sensors, gearboxes, wiring harnesses, and motors for humanoid robots [1] - The company has developed parts using various materials including aluminum alloy, magnesium alloy, titanium alloy, PEEK, IGUS engineering plastics, rubber, silicone, nylon, and fiber fabrics [1] - The manufacturing processes employed by the company include CNC machining, 3D printing, die casting, injection molding, gear hobbing, and hot pressing [1] Group 2: Market Dynamics - The company is currently concentrating on transmission components for dexterous hands and is gradually increasing its focus on larger transmission components [1] - In the fourth quarter, there is a notable acceleration in new overseas orders for humanoid robots, prompting the company to actively expand its production capabilities [1]
长盈精密:广发基金、融通基金等多家机构于9月23日调研我司
Sou Hu Cai Jing· 2025-09-24 09:41
Core Viewpoint - The company, Changying Precision (300115), reported a revenue of 8.64 billion yuan for the first half of 2025, reflecting a year-on-year growth of 12.33%, with a focus on consumer electronics and new energy sectors [2][10]. Financial Performance - The company achieved a net profit attributable to shareholders of 306 million yuan, a decrease of 29.37% year-on-year, while the non-recurring net profit increased by 32.18% to 288 million yuan [10]. - In Q2 2025, the company recorded a revenue of 4.245 billion yuan, up 13.14% year-on-year, and a net profit of 131 million yuan, an increase of 5.7% [10]. Business Segments - The main business segments include consumer electronics, accounting for approximately 70% of total revenue, and new energy, contributing about 30% [2]. - The new energy business showed a robust growth rate of 37.09%, generating revenue of 2.939 billion yuan in the first half of 2025 [2]. R&D and Innovation - The company has increased R&D expenses significantly to prepare for a major project in the consumer electronics sector expected to enter mass production in Q4 2025 [4]. - The company is expanding its product offerings in the AI and humanoid robot sectors, with revenue from humanoid robot components exceeding 35 million yuan in the first half of 2025, compared to just 10.11 million yuan for the entire year of 2024 [2][6]. Production Capacity and Global Presence - The company has established production bases in Vietnam and Mexico, with plans for a factory in Hungary [5]. - A new smart manufacturing industrial park in Shenzhen is expected to be operational in Q4 2025, focusing on humanoid robot-related products [5]. Market Position and Future Outlook - The company aims to maintain its competitive edge in the humanoid robot market by leveraging its expertise in precision mold manufacturing and offering comprehensive services to clients [8]. - The humanoid robot business is anticipated to become a significant growth driver, with the potential for substantial market expansion as applications diversify [9].