Core Insights - Jin Dao Technology (301279) reported a strong financial performance for the first three quarters of 2025, with total revenue reaching 526 million yuan, a year-on-year increase of 11.44%, and a net profit attributable to shareholders of 50.94 million yuan, up 56.28% [1] - The company signed a strategic cooperation agreement with Hangcha Group (603298) to jointly develop precision transmission components, particularly humanoid robot joint modules, enhancing both companies' market competitiveness and capabilities in the robotics sector [1][2] Financial Performance - For the third quarter of 2025, Jin Dao Technology achieved revenue of 174 million yuan, reflecting a year-on-year growth of 15.16%, and a net profit of 18.92 million yuan, which is a significant increase of 76.57% [1] - The company's net profit excluding non-recurring items for the third quarter was 17.89 million yuan, marking a 69.25% year-on-year growth [1] Strategic Developments - The strategic cooperation with Hangcha Group aims to deepen collaboration and innovation in projects, which is expected to enhance both companies' strengths in their respective markets [1][2] - Jin Dao Technology is focusing on the technology trends in robotic joint modules, leveraging its expertise in the transmission field and its strong R&D capabilities to transition towards new productive forces [2]

Core Viewpoint - Jin Dao Technology (301279) has signed a strategic cooperation agreement with Hangcha Group (603298) to jointly develop precision transmission components, specifically humanoid robot joint modules, as of October 29, 2025 [1] Group 1 - The strategic cooperation agreement serves as a framework for collaboration between the two companies, without specifying any financial details [1] - As of the announcement date, the partners have already launched the "Hangcha X1 series logistics humanoid robot" new product [1]

每经AI快讯，10月29日，金道科技（301279）(301279.SZ)公告称，公司与杭叉集团（603298）签订 《战略合作协议》，双方拟联合开展以人形机器人用关节模组为代表的精密传动部件的研发、制造。本 协议为双方开展战略合作的框架性约定，不涉及具体金额。本协议的签订不构成关联交易，也不构成重 大资产重组。对公司本年度的财务状况和经营成果不会有重大影响，对公司未来经营业绩的影响将视具 体推进和实施情况而定。 ...

8月27日，双林股份通过电话会议与线上交流的方式，接受了中金公司、华鑫汽车、华创证券等70余家 机构的特定对象调研。公司常务副总经理张子盛、副总经理兼动力总成事业部总经理钱雪明等多位高管 参与接待，就公司2025年上半年业绩、业务经营情况等方面与投资者展开深入交流。 2025上半年业绩增长显著 2025年上半年，双林股份实现营业收入25.25亿元，同比增长20.07%；归属于上市公司股东的净利润为 2.87亿元，同比增长15.73%；归属于上市公司股东的扣除非经常性损益的净利润达2.46亿元，同比增长 55.65% 。 机器人业务：积极对接客户，产能逐步规划 在机器人业务方面，双林股份具备线性模组与丝杠全流程业务能力及完整产业链，业务合作形式灵活。 公司已对接国内两家头部新势力车企，合作开发人形机器人用关节模组及反向式行星滚柱丝杠项目，第 一批订单于5月启动。同时，与国内其他机器人厂家广泛开展技术与业务交流，多家企业样件已交付， 部分处于制作阶段，但截至目前尚未获得正式定点。 产能规划上，人形机器人零部件中滚柱丝杠规划年产能100万套，2025年10月底预计达10万套/年产能， 年内实现30万套/年；滚珠丝杠 ...