（记者 王晓波） 长盈精密（300115.SZ）11月22日在投资者互动平台表示，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。 每经AI快讯，有投资者在投资者互动平台提问：了解到公司已供应灵巧手、关节等核心部件。想请 教，除了已披露的产品，公司是否还成功开发或正在验证人形机器人的其他关键模块，例如躯干结构 件、旋转执行器、传感器外壳或特定场景的末端执行器（工具手）？ 公司如何评估在单台人形机器人 上的总价值量？未来通过增加供应品类来提升单机价值量的空间有多大？ ...

证券日报网讯长盈精密（300115）11月20日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。第四季度海外人形机器人新订单仍在加速增长，公司正在积极扩产。 ...

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].