证券日报网讯 1月9日，领益智造在互动平台回答投资者提问时表示，展会现场，领益智造成为众人关 注的焦点。公司以热情开放的姿态迎接全球访客，通过多元展示矩阵，直观地传递公司在机器人领域的 综合竞争力。公司自研的人形机器人关节模组、人形机器人通用底盘以及小人形机器人标品骨骼等核心 产品亮相CES展。展会现场，多款具身机器人的整机骨架整齐陈列，从头部关节到髋腿连接件的全组 件，清晰呈现出公司对具身智能ODM及整机组装全流程的精准把控能力。不仅如此，公司还重磅呈现 了工业场景多机异构系统。此次CES首秀，领益智造以"制造实力+应用理解+量产保障"的三重优势，向 全球合作伙伴展现了共赢潜力。 （文章来源：证券日报） ...

在技术迭代与市场需求的双重驱动下，人形机器人产业正从技术探索阶段迈向商业化应用阶段，在这片 蓝海中，汽车零部件企业成为最活跃的跨界力量之一。 12月23日，宁波华翔（002048）电子股份有限公司(以下简称"宁波华翔")发布公告称，公司子公司宁波 华翔启源科技有限公司(以下简称"华翔启源")与深圳市大寰机器人科技有限公司(以下简称"大寰机器 人")共同签订《战略合作协议》。 宁波华翔相关负责人对《证券日报》记者表示："华翔启源自成立以来专注于智能机器人的制造，此次 双方拟在通用人形机器人灵巧手的研发、制造和销售等领域加强合作，助推华翔启源进一步深化机器人 产业链建设，加快实现'硬件制造解决方案服务商'的愿景目标。" 例如，12月20日，中原内配（002448）集团股份有限公司称，公司控股子公司与宁波普智未来机器人有 限公司签署战略合作协议，成为后者人形机器人关节模组的核心供应商，双方还将协同推动人形机器人 在工业及商业场景的规模化落地与应用创新。 此外，今年9月份，浙江万安科技（002590）股份有限公司以2000万元增资获得深圳市同川科技有限公 司2.72%股权，双方将围绕具身智能机器人领域开展深度合作，共 ...

《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①商业航天+存储芯片+无人驾驶+第三代半导体+CPO！这家公司芯片产品已应用于低轨卫星千帆星座 等；②可控核聚变+商业航天+卫星导航+军工+核电！这家公司产品已成功应用于载人航天工程（空间站 天和核心舱），核裂变核电站领域有订单落地；③无人驾驶+无人机！公司将供应人形机器人关节模组。 前言 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002448 证券简称：中原内配 公告编号：2025-046 中原内配集团股份有限公司关于控股子公司签署战略合作框架协议的公告 特别提示 1、本次签署的合作协议为双方合作的框架性协议，履约过程中可能会出现因双方经营计划、发展战略 调整以及不可抗力等原因，导致变更、中止或终止，具体实施内容和进度尚存在不确定性。后续合作与 项目推进等具体事项尚需双方进一步协商确定，具体合作内容以签订的具体项目合同为准。 2、本合作协议的签署预计对公司2025年度的财务状况和经营成果不构成重大影响。公司将按照法律法 规和《公司章程》的相关规定，对合作后续事项的落地实施履行相应的审批程序和信息披露义务。敬请 广大投资者谨慎决策，注意投资风险。 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、误导性陈述或者重大遗漏。 一、本次框架协议签署概况 2025年12月19日，中原内配集团股份有限公司（以下简称"公司"）控股子公司中原内配（上海）电子科 技有限公司（以下简称"上海子公司"）与宁波普智未来机器人有限公司（以下简称"宁波普智公司"）签 署了《战略合作框架协 ...

每经AI快讯，12月19日，中原内配(002448.SZ)公告称，公司控股子公司中原内配（上海）电子科技有 限公司与宁波普智未来机器人有限公司签署了《战略合作框架协议》，双方就人形机器人相关业务达成 战略合作意向。上海子公司将争取成为宁波普智公司人形机器人关节模组的核心供应商，并在其相关业 务场景中优先部署应用宁波普智公司生产的人形机器人本体。合作协议为框架性协议，具体合作内容以 签订的具体项目合同为准，预计对公司2025年度财务状况和经营成果不构成重大影响。 ...

格隆汇12月19日丨中原内配(002448.SZ)公布，公司控股子公司中原内配（上海）电子科技有限公司 （简称"上海子公司"）与宁波普智未来机器人有限公司（简称"宁波普智公司"）签署了《战略合作框架 协议》，双方就人形机器人相关业务达成战略合作意向。（1）乙方作为甲方人形机器人关节模组的核 心供应商，应保证产品质量符合甲方技术要求及行业标准；（2）双方就具体产品的技术规格、采购数 量、单价、交付周期、验收标准、付款方式等事宜，另行签订《销售合同》或《采购合同》，作为本协 议的补充执行文件。 ...

中原内配公告，公司控股子公司中原内配（上海）电子科技有限公司与宁波普智未来机器人有限公司签 署了《战略合作框架协议》。根据协议，上海子公司将成为宁波普智公司人形机器人关节模组的核心供 应商，并在其业务场景中优先部署应用宁波普智公司生产的人形机器人本体。合作期限为五年，自协议 签章之日起计算。此次合作旨在推动双方在人形机器人领域的技术共通性应用，实现从汽车零部件供应 商向"汽车+机器人"双赛道核心部件服务商的升级转型。 ...

Group 1: Photovoltaic Industry - The prices of silicon wafers, battery cells, and modules have slightly decreased this week, but overseas market demand remains strong, providing some support for battery cell prices [1] - The upstream price trends are experiencing slight fluctuations, while overseas orders and policy environments continue to be the main driving forces supporting the industry chain [1] - Short-term prices are expected to remain stable due to these factors [1] Group 2: Wind Power - The domestic bidding for wind power projects continues to show high levels of activity, with Mingyang Smart Energy winning a bid for a 700MW wind-solar hydrogen project [2] - Goldwind Technology, Envision Energy, and CRRC Zhuzhou have also secured bids for a total of 1084MW offshore wind turbine procurement from State Power Investment Corporation [2] - The orderly progress of domestic offshore and onshore wind power project bidding indicates a gradual increase in industry prosperity [2] Group 3: Energy Storage - New regulations from the National Development and Reform Commission clarify the profitability model for energy storage, leading to a continuous breakthrough in domestic energy storage orders [3] - Global large-scale energy storage bidding data remains robust, with rising prices for energy storage cells confirming strong downstream demand [3] - The demand for large-scale energy storage is expected to grow non-linearly after reaching an economic inflection point, driven by surging electricity consumption in U.S. data centers and a moderate recovery in European household storage demand [3] Group 4: Power Grid Equipment - The investment in power grid projects reached 482.4 billion yuan in the first ten months of this year, reflecting a year-on-year growth of 7.2% [4] - The fourth round of equipment bidding for the State Grid's ultra-high voltage projects has commenced, with total bid quotations amounting to approximately 16.539 billion yuan [4] Group 5: Electric Vehicles - The chairman of Tianqi Lithium predicts that global lithium demand will reach 2 million tons of lithium carbonate equivalent by 2026, indicating a potential balance in supply and demand [5] - Longpan Technology has signed a major contract worth over 45 billion yuan for lithium iron phosphate cathode materials [5] - NIO reported year-on-year growth in revenue and gross margin, while Li Auto experienced a net loss due to product cycle factors [5] Group 6: Humanoid Robotics - The establishment of an entry and exit mechanism for the humanoid intelligence industry is anticipated, with UBTECH winning a 143 million yuan project and achieving 1.3 billion yuan in orders for its Walker series this year [6] - The launch of new humanoid robot joint module products by Aikexi Intelligence highlights ongoing innovation in the sector [6] - Current recommendations focus on new technology and order targets, as well as domestic potential in body manufacturing [6]

Core Insights - The Chinese automotive industry is experiencing unprecedented strategic opportunities driven by the dual forces of policy and market changes, particularly in the context of the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan" [1][2] - The transformation towards smart, green, and integrated development is reshaping the competitive landscape of the world's largest automotive market, with companies like Shuanglin Co., Ltd. seizing these opportunities for intelligent transformation [1][2] Industry Performance - In September, China's automotive production and sales reached 3.276 million and 3.226 million units respectively, marking a month-on-month increase of 16.4% and 12.9%, and a year-on-year increase of 17.1% and 14.9% [2] - From January to September, the production and sales of automobiles totaled 24.333 million and 24.436 million units, reflecting a year-on-year growth of 13.3% and 12.9% [2] - New energy vehicles (NEVs) saw production and sales exceeding 11 million units, with a year-on-year growth of over 30%, accounting for 46.1% of total new car sales [2] Company Performance - Shuanglin Co., Ltd. reported a revenue of 3.855 billion yuan for the first three quarters of 2025, a year-on-year increase of 19.12%, and a net profit attributable to shareholders of 402 million yuan, up 9.77% [3] - The company has demonstrated strong core competitiveness and market position, with a significant increase in its net profit excluding non-recurring items, which grew by 45.57% [3] Strategic Transformation - Shuanglin Co., Ltd. is expanding into the humanoid robot sector, leveraging its long-term technical expertise in automotive components to develop key products such as planetary roller screws and humanoid robot joint modules [4] - The company has integrated its production capabilities across the entire supply chain, enhancing product consistency and yield rates, which positions it favorably in the humanoid robot component market [4] Future Outlook - The company plans to establish production lines for roller screws and linear joint modules, aiming for significant capacity by 2025 and 2026, with potential overseas investments considered for 2026 [5] - Industry experts predict that 2026 will be a pivotal year for humanoid robot deliveries, with the global market potentially exceeding $150 billion by 2035, presenting a substantial growth opportunity for Shuanglin Co., Ltd. [5][6] - The chairman of Shuanglin Co., Ltd. emphasized the company's role as a core enabler in the smart mobility era, indicating a strategic shift towards high-end manufacturing and quality development in the automotive parts industry [6]

Group 1: Industry Overview - The 20th China Economic Forum's Automotive Industry Parallel Forum was held in Guangzhou, focusing on high-quality development paths amid the rise of new energy vehicles and smart technologies [1] - The automotive market in China continues to show strong vitality, with production and sales expected to exceed 3 million units in September 2025, marking a year-on-year growth of over 17% [2] - New energy vehicles have particularly stood out, with production and sales exceeding 11 million units, reflecting a year-on-year growth of over 30% and a market share of 46.1% [2] Group 2: Company Performance - Shuanglin Co., Ltd. reported impressive financial results for the first three quarters of 2025, with revenue of 3.855 billion yuan, a year-on-year increase of 19.12%, and a net profit of 402 million yuan, up 9.77% [2] - The company's core competitiveness in the automotive parts sector is highlighted by its robust performance, providing a solid foundation for its cross-industry transformation [2] Group 3: Strategic Initiatives - Shuanglin Co., Ltd. is leveraging its decades of experience in precision transmission to enter the humanoid robotics sector, focusing on the technological synergies between automotive seat actuators and roller screw technology [3] - The company has successfully developed key products for humanoid robots, including reverse planetary roller screws and joint modules, with some products already entering small-scale delivery [3] - Shuanglin has acquired a high-precision screw grinding company to enhance its production capabilities, breaking through existing bottlenecks and improving efficiency and precision [3] Group 4: Capacity Expansion Plans - The company has set clear production capacity goals, aiming to establish a production line for roller screws with an annual capacity of 100,000 sets by 2025 [4] - Plans include reaching an annual capacity of 100,000 sets for ball screws by February 2026 and 120,000 sets for linear joint modules by the end of 2025 [4] - The humanoid robot market is expected to see significant growth, with projections indicating a global market size exceeding $150 billion by 2035, positioning Shuanglin to capitalize on this opportunity [4]