格隆汇11月19日丨通达动力(002576.SZ)在互动平台表示，目前公司生产的伺服电机铁芯，可适用于机 器人的驱动电机。 ...

Core Viewpoint - The company, Tongda Power (002576.SZ), has indicated that its servo motor cores are suitable for use in robotic drive motors, although it has not yet established a direct partnership with Yushu Robotics or its subsidiaries [1]. Company Summary - Tongda Power produces servo motor cores that can be utilized in robotic applications [1]. - Currently, there is no direct collaboration between Tongda Power and Yushu Robotics or its subsidiaries [1].

通达动力10月13日在互动平台表示，公司生产的伺服电机铁芯可适用于机器人的驱动电机。至目前为 止，公司暂未与宇树机器人或其子公司形成直接的合作关系。 ...

格隆汇10月13日丨通达动力(002576.SZ)在互动平台表示，公司生产的伺服电机铁芯可适用于机器人的 驱动电机。至目前为止，公司暂未与宇树机器人或其子公司形成直接的合作关系。 ...

Core Viewpoint - Tongda Power reported a strong performance in the first half of 2025, with revenue of approximately 971 million yuan, a year-on-year increase of 22.07%, and a net profit attributable to shareholders of approximately 42.64 million yuan, up 32.49% [1] Group 1: Company Performance - In the first half of 2025, Tongda Power's revenue reached about 971 million yuan, reflecting a 22.07% increase year-on-year [1] - The net profit attributable to shareholders was approximately 42.64 million yuan, representing a year-on-year growth of 32.49% [1] - The company has established a solid R&D and intelligent manufacturing advantage in the wind power generator sector, with increasing customer loyalty and a growing market share in wind power generator core business [1] Group 2: Industry Trends - The Chinese wind power industry has experienced rapid growth, with a cumulative installed capacity of 514.0 GW by 2024, accounting for 43.4% of the global total of 1183.2 GW [1] - In the first half of 2025, the wind power industry in China showed strong performance in installed capacity, power generation, technological breakthroughs, and international market expansion [1] - The company is focusing on the "carbon peak" and "carbon neutrality" policies, emphasizing the development of wind power and electric motors for new energy vehicles [2] Group 3: Technological Advancements - Tongda Power is enhancing its research and innovation capabilities through optimization and transformation of its industrial structure, particularly in the new energy vehicle and wind power sectors [2] - The company aims to lead the industry with advanced production technology by improving existing equipment and production processes for rotor and stator cores [2] - The servo motor cores produced by the company are suitable for driving motors in humanoid robots, indicating a focus on the rapidly developing robotics market [2]

Summary of Key Points from Conference Call Records Industry or Company Involved - **Huawei and its HarmonyOS**: Huawei's transition to HarmonyOS with the upcoming launch of Harmony computers in May 2025 [1] - **Intelligent Systems**: Companies like Huiwei Intelligent and its collaboration with Tongxin and Kirin in the operating system sector [1] - **Tianyuan Dike**: Involvement in the sales of Huawei's Ascend computing products through its subsidiary [2] - **Spring Autumn Electronics**: Business relationship with Huawei in laptop structural components [3] - **BrainCo**: Development of non-invasive brain-machine interface technology [4] - **Tesla**: Plans to produce thousands of Optimus robots by 2025 [7] - **Apple**: Legal issues regarding App Store practices and potential profit increases for local developers [9] Core Points and Arguments - **Huawei's HarmonyOS Launch**: Huawei's terminal business is fully entering the HarmonyOS era, with the first Harmony computers expected to debut in May 2025, indicating a significant shift in their product strategy [1] - **Strategic Collaborations**: Huiwei Intelligent is actively investing in open-source Harmony-related product technology development through partnerships with Tongxin and Kirin [1] - **Tianyuan Dike's Revenue Expectations**: The overall expectation for Tianyuan Dike's super fusion business is projected to exceed 1 billion yuan in 2023 [2] - **Spring Autumn Electronics' Collaboration**: The company has an ongoing business relationship with Huawei in the laptop component sector, indicating a strong partnership [3] - **BrainCo's Market Impact**: BrainCo's non-invasive brain-machine interface technology is gaining attention, with collaborations for product training and development [4] - **Tesla's Production Plans**: Tesla aims to produce thousands of robots by 2025, showcasing its commitment to robotics and automation [7] - **Apple's Legal Challenges**: A recent court ruling against Apple may lead to a 30% profit increase for local developers, highlighting the potential for increased market competition [9] Other Important but Possibly Overlooked Content - **Price Increases in Rare Earth Elements**: Significant price increases in dysprosium and terbium in the European market, with prices rising by over 210% [8] - **R32 Refrigerant Market Trends**: Overall production of air conditioning units is increasing, with refrigerant prices rising unexpectedly [8] - **H-Acid Market Dynamics**: Tight market supply and rising prices for active dyes due to upstream cost increases [8] - **Technological Advancements in Brainwave Interaction**: Companies like Dineike are focusing on non-invasive brainwave interaction technologies, particularly in health and rehabilitation sectors [8] - **Electric Motor Production Capabilities**: Company producing electric motor cores for robots and electric vehicles, with significant production capacity [10] This summary encapsulates the key insights and developments from the conference call records, providing a comprehensive overview of the involved companies and industries.