人形机器人旋转关节减速器
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崧盛股份(301002.SZ):重庆精刚为公司的参股公司,其主要面向航天航空领域供应谐波减速器等相关部件
Ge Long Hui· 2025-12-10 07:26
Group 1 - The core viewpoint of the article is that Congsheng Co., Ltd. (301002.SZ) is making a strategic investment in Chongqing Jingang, a company that supplies harmonic reducers and related components primarily for the aerospace sector [1] - Chongqing Jingang's main clients include aerospace research institutes, the Aerospace Corporation, and several well-known private commercial aviation customers [1] - The company plans to increase its investment by 20 million yuan by October 2025 to assist in expanding the product line and capacity in the industrial sector, focusing on the development of harmonic reducers for industrial robots and rotary joint reducers for humanoid robots [1]
崧盛股份参股重庆精刚 布局人形谐波减速器
Ju Chao Zi Xun· 2025-12-03 15:06
Core Viewpoint - Congsheng Co., Ltd. (崧盛股份) is focusing on investment in core components, particularly in the fields of aerospace-grade harmonic reducers and future industrial and humanoid robotics, to enhance industrial synergy and investment layout [1][5]. Group 1: Investment and Business Planning - Congsheng Co., Ltd. has responded to inquiries regarding its investment in Chongqing Jingang, a subsidiary focused on supplying harmonic reducers for the aerospace sector, with clients including aerospace research institutes and commercial aerospace companies [5]. - The company plans to increase its investment in Chongqing Jingang by 20 million yuan by October 2025 to support the expansion of its product line and capacity in the industrial sector [5]. - Chongqing Jingang is developing harmonic reducers for industrial robots and humanoid robot joints, aiming to enter emerging markets in industrial automation and humanoid robotics [5]. Group 2: Market Outlook and Competitive Advantage - The market for domestic industrial harmonic reducers and humanoid robot harmonic reducers is expected to grow significantly due to the ongoing domestic substitution in the industrial sector and the rapid rise of the humanoid robotics market [5]. - Chongqing Jingang intends to leverage its aerospace-grade product technology to extend its applications into industrial and humanoid robotics, enhancing product competitiveness [5]. - By making forward-looking investments in core components like harmonic reducers, Congsheng Co., Ltd. aims to create a differentiated advantage in future market competition and further improve its industrial ecosystem [5].