每经AI快讯，有投资者在投资者互动平台提问：公司向宇树科技持续提供数控机床外，是否还向宇树 科技供应人型机器人关节部件？清董秘认真回复。 创世纪（300083.SZ）10月10日在投资者互动平台表示，尊敬的投资者您好！公司主业为中高端数控机 床，公司的钻铣加工中心、立式加工中心、五轴联动加工中心等产品可用于人形机器人领域相关的传感 器、关节部件、外框与骨架、灵巧手部件、谐波减速器及其他核心零部件等结构件的精密加工。目前公 司暂未直接向宇树科技供应人形机器人零部件。感谢您的关注与支持！ （文章来源：每日经济新闻） ...

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Group 1 - The company held a half-year online performance briefing on September 19, 2025, with participation from investors through the "Investor Relations Interactive Platform" [1] - The company upgraded its precision processing technology, improving efficiency, reducing costs, and enhancing product profitability while narrowing the performance gap with imported products [1] - The company reported stable cooperation with core customers and normal order fulfillment [1] Group 2 - The company is optimistic about the long-term development of the robotics industry, having received small batch orders from clients like Zhiyuan and proactively entering the legal service robotics sector [2] - In the humanoid robotics sector, the company offers various products and has secured small batch formal orders and project designations from both domestic and international clients [2] - The company possesses strong customer resources, technical expertise, quality control capabilities, and stable production capacity in the automotive parts manufacturing sector, aligning with the lightweight requirements of vehicles [2] Group 3 - The company reported sufficient orders in the commercial aerospace sector and anticipates steady growth in the humanoid robotics business [3] - As of September 10, 2025, the company had 22,879 shareholders, and it ensured compliance with regulations during the investor interaction, maintaining the integrity of information disclosure [3]

Core Viewpoint - The company is actively developing humanoid robot-related component products, with plans to launch components this year [1] Group 1 - The company has announced its intention to introduce humanoid robot components to the market [1] - The company will fulfill its information disclosure obligations based on relevant progress and regulatory requirements [1]

Core Viewpoint - The report highlights the robust growth of Huichuan Technology's core business and the contribution of new markets and fields, leading to a "buy" rating for the company [1]. Financial Performance - In H1 2025, the company achieved revenue of 20.509 billion yuan, a year-over-year increase of 26.73%, and a net profit attributable to shareholders of 2.968 billion yuan, up 40.15% year-over-year [2]. - For Q2 2025, the company reported revenue of 11.531 billion yuan, a year-over-year increase of 18.99% and a quarter-over-quarter increase of 28.44% [2]. Business Segments - The general automation segment saw a revenue increase of 17% year-over-year, generating approximately 8.8 billion yuan in H1 2025 [3]. - The new energy vehicle segment experienced significant growth, with revenue reaching approximately 9 billion yuan, a year-over-year increase of 50% [3]. - The smart elevator business reported revenue of approximately 2.3 billion yuan, showing a slight decline of about 1% year-over-year [3]. - The rail transit business maintained stable revenue at approximately 220 million yuan, year-over-year [3]. Market Performance - The overseas market maintained high gross margins and growth rates, with H1 2025 overseas revenue of 1.319 billion yuan, a year-over-year increase of 39.34% [4]. - The domestic market achieved revenue of 19.190 billion yuan in H1 2025, a year-over-year increase of 25.95% [4]. Future Outlook - The company forecasts revenues of 47.6 billion yuan, 59.1 billion yuan, and 71.2 billion yuan for 2025, 2026, and 2027, respectively, with corresponding growth rates of 28.5%, 24.1%, and 20.6% [5]. - Net profits are projected to be 5.528 billion yuan, 6.806 billion yuan, and 7.919 billion yuan for the same years, with growth rates of 29.0%, 23.1%, and 16.4% [5]. Investment Sentiment - Recent ratings from eight institutions indicate a positive outlook, with six "buy" ratings and two "hold" ratings, and an average target price of 85.0 yuan [9].

Core Viewpoint - Changying Precision's strong performance in the first half of the year indicates robust growth in its main business areas, particularly in AI and new energy sectors, supported by strategic acquisitions and product development initiatives [1][2][3]. Financial Performance - The company achieved operating revenue of 8.64 billion yuan, a year-on-year increase of 12.33% [1]. - The net profit attributable to shareholders, after deducting non-recurring items, reached 288 million yuan, reflecting a significant year-on-year growth of 32.18% [1]. - Revenue from the consumer electronics segment was 5.304 billion yuan, showing steady growth [1]. Strategic Developments - The company acquired 51% of Shenzhen Weixian Technology Co., Ltd. for 102 million yuan to enhance its capabilities in the AI server industry and high-speed communication modules [2][3]. - Changying Precision invested 2.5 million yuan in Dongguan Guosen Precision Industrial Co., Ltd., becoming a 20% shareholder to integrate core components for humanoid robots [3]. Business Segments - The new energy business generated 2.939 billion yuan in revenue, a 37.09% increase compared to the same period last year, becoming a key pillar of the company's strategy [2]. - The company is actively developing AI and humanoid robot components, with overseas sales exceeding 35 million yuan, significantly surpassing the annual target of 10.11 million yuan for 2024 [2]. Product Development - Changying Precision is focusing on the development of key components for AI-based laptops and wearable products, achieving breakthroughs in lightweight and high-strength materials [1]. - The company is also working on new types of material cell structures for battery clients, contributing to the growth of its new energy business [2].

Group 1 - The company achieved significant revenue growth in its 3C precision metal components business, with a revenue of 793 million yuan in 2024, representing a year-on-year increase of 40.26%. The wearable precision metal components, especially for headphones, showed strong performance [1] - The automotive precision metal components business also saw growth, with revenue reaching 223 million yuan in 2024, a year-on-year increase of 21.12%, and a gross margin of 14.22%, up by 2.77 percentage points. The company successfully expanded into various new projects in this sector [1] - The company has established a subsidiary focused on humanoid robotics, investing 1 billion yuan in the project, which is set to commence construction on May 8, 2025. This initiative aims to leverage the company's expertise in precision metal manufacturing [2] Group 2 - The company possesses 13 core technologies focused on high-precision and high-efficiency forming of components, which are crucial for its long-term quality development [2] - Revenue projections for the company are optimistic, with expected revenues of 1.758 billion yuan, 2.426 billion yuan, and 3.190 billion yuan for the years 2025 to 2027, alongside net profits of 163 million yuan, 249 million yuan, and 308 million yuan respectively [3] - The company is well-positioned for future growth through its humanoid robotics initiatives and expected improvements in average selling prices (ASP) in its main business [3]

Robotics - Light Media participated in the investment and distribution of the film "Dongji Island" [1] - Huichuan Technology is actively developing components for humanoid robots [1] - Huayi Technology has supplied IMU products for Zhi Yuan humanoid robots [1] - Funeng Technology recently completed sample delivery of all-solid-state batteries to a leading humanoid robot client [1] - Leadshine Technology has hundreds of robot companies and module manufacturers testing its products [1] Liquid Cooling - Tongxing Technology has liquid cooling products applied in the data center sector [1] Other Collaborations - Dook Culture has an e-book licensing collaboration with the Tomato Novel platform [1] - Tongyu Communication's invested company has successfully delivered the first batch of 800G OSFP 2×DR4 optical modules [1] - Silver禧 Technology provides materials for DJI's sweeping robots [1] - Yutong Optical's aspheric glass lenses are indirectly supplied to DJI [1] - Defu Technology has achieved bulk supply of copper foil for the drone sector [1] - Yonggui Electric has established cooperative relationships with multiple main engine manufacturers in the new energy sector [1]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, focusing on significant stock market events such as suspensions, investments, acquisitions, and performance reports [1] - Key announcements are marked in red to assist investors in identifying potential investment hotspots and avoiding black swan events, providing ample time for analysis and selection of suitable companies [1] Group 2 - The article mentions a company that provides lens system MEMS components related services for a major lithography machine manufacturer, indicating its role in the semiconductor industry [1] - Another company is noted for its products applicable in humanoid robot component manufacturing, showcasing its involvement in advanced robotics and industrial machinery [1] - A third company is identified as a collaborative partner in Huawei's machine vision business, emphasizing its contribution to the digital economy and big data applications [1]