证券日报网讯12月18日，长盈精密（300115）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。公司最早对接的是海外品牌，所以目前出货比较多的也 是海外品牌，今年上半年两个海外品牌贡献营收3500万人民币。今年1月-8月底，公司累计交付了人形 机器人传动件和结构件产品的价值已经超过了人民币8000万元。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。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。 同时，国内品牌人形机器人已对接超过30家客户，收入会从明年一季度发货开始逐季释放。 ...

证券日报网讯12月18日，长盈精密（300115）在互动平台回答投资者提问时表示，公司人形机器人业务 正处于快速发展阶段，已与国内外多家人形机器人头部品牌建立紧密合作。今年上半年，两个海外品牌 贡献营收3500万人民币。今年1月-8月底，公司累计交付了人形机器人传动件和结构件产品的价值已经 超过了人民币8000万元。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。同时，国 内品牌人形机器人已对接超过30家客户，收入会从明年一季度发货开始逐季释放。随着应用场景的丰富 及落地，人形机器人行业未来的市场空间巨大，公司也在加强相关投入，希望该块业务能够形成公司业 绩增长的第三极。 ...

Group 1: Industry News - The first large-capacity all-solid-state battery production line in China has been completed, capable of mass production of automotive-grade all-solid-state batteries with a capacity of over 60Ah, with energy density nearly double that of existing batteries, enabling over 1000 km range for vehicles after usage [1] - The Ministry of Industry and Information Technology announced the official launch of commercial trials for satellite IoT services, which connect various IoT devices through satellite communication technology, providing wide-area IoT connectivity for data collection terminals and transportation tools [1] - The National Internet Information Office and the Ministry of Public Security have drafted regulations for personal information protection on large online platforms, aimed at standardizing personal information processing activities and promoting healthy development of the platform economy [2] Group 2: Company News - Aerospace Electric has reported that its focus on expanding into semiconductor testing and data center sectors is progressing as expected, with related products already receiving bulk orders [3] - Changying Precision has indicated that its early engagement in the robotics sector has been primarily with overseas brands, contributing 35 million yuan in revenue from two overseas brands in the first half of the year, with total deliveries of humanoid robot components exceeding 80 million yuan by the end of August [3] - The company is actively expanding production in response to accelerating new orders for humanoid robots from overseas, while also establishing connections with over 30 domestic clients, with revenue expected to be released gradually starting from Q1 next year [3]

Industry News - The first large-capacity all-solid-state battery production line in China has been completed, currently undergoing small-scale testing. The production line can mass-produce automotive-grade all-solid-state batteries with an energy density nearly double that of existing batteries, enabling vehicles with over 500 kilometers of range to achieve more than 1000 kilometers. Plans are in place for small-scale vehicle testing by 2026 and gradual mass production from 2027 to 2030 [1] - The Ministry of Industry and Information Technology announced the official launch of commercial trials for satellite IoT services, which connect various IoT devices through satellite communication technology, providing wide-area IoT connectivity for data collection terminals and various transportation tools [1] Company News - Aerospace Electric has reported that its focus on expanding into semiconductor testing and data center sectors is progressing as expected, with relevant products already receiving bulk orders [3] - Changying Precision has indicated that its initial focus in the robotics sector has been on overseas brands, contributing 35 million yuan in revenue from two overseas brands in the first half of the year. By the end of August, the total value of humanoid robot components delivered exceeded 80 million yuan. The company is actively expanding production as new orders for humanoid robots from overseas continue to grow, while domestic brand connections have exceeded 30 clients, with revenue expected to be released quarterly starting from Q1 next year [3]

Core Viewpoint - The company, Changying Precision (300115), is experiencing significant growth in its overseas human-shaped robot components, with a focus on expanding production capacity and increasing domestic customer engagement [1] Group 1: Overseas Market Performance - The company has primarily engaged with overseas brands, resulting in substantial revenue contributions, with two overseas brands generating 35 million RMB in the first half of the year [1] - From the beginning of the year to the end of August, the total value of delivered human-shaped robot transmission and structural components exceeded 80 million RMB [1] - New orders for overseas human-shaped robots are accelerating in the fourth quarter, indicating a positive trend in international demand [1] Group 2: Domestic Market Development - The company has established connections with over 30 domestic human-shaped robot clients, with revenue expected to gradually release starting from the first quarter of next year [1] - The focus of the company's projects is shifting from small to larger transmission components, reflecting an expansion in product offerings [1]

Core Viewpoint - The company has made significant progress in its overseas humanoid robot business, with increasing orders and production capacity plans, indicating a strong growth trajectory in this sector [1] Group 1: Overseas Business Development - The company has been involved in the robotics field for over 10 years, providing core components for humanoid robots, including transmission parts, structural components, actuators, sensors, and more [1] - The company has developed parts using various materials such as aluminum, magnesium, titanium alloys, and engineering plastics, as well as rubber and nylon, utilizing multiple manufacturing processes [1] - In the first half of this year, two overseas brands contributed revenue of 35 million RMB, and by the end of August, the total value of delivered humanoid robot components exceeded 80 million RMB [1] Group 2: Production Capacity and Future Orders - The company is currently focusing on increasing production capacity, with new overseas humanoid robot orders accelerating in the fourth quarter [1] - The company has established connections with over 30 domestic humanoid robot clients, with revenue expected to be released gradually starting from the first quarter of next year [1]