屈膝、甩臂、起跳、落地——这是再寻常不过的跳远动作；不寻常的则是参赛选手——一台人形机器 人。近日，世界人形机器人运动会期间，数百台人形机器人在26个比赛项目中一展身手。 一同变得更"热闹"的还有产业核心零部件的供应链。 "今年的订单量相较于往年大概是八倍的增长。"近日，帕西尼感知科技联合创始人聂相如现场接受《每 日经济新闻》记者采访时表示，该公司主要提供多维度机器人触觉传感器，"没有触觉的话，机器人去 做各种精细化的操作，其实都是没有办法完成的"。 最新数据显示，我国人形机器人核心部件国产化率已经突破70%，预计今年产业规模将突破379亿元。 中国科协企业创新服务中心主任、研究员张清在2025企创融通汇具身智能机器人核心部件专场活动上指 出，实现核心部件的自主可控与性能突破，是具身智能机器人产业行稳致远、攀登高峰的关键所在。 成本下探和需求高涨的另一面，则是本体厂商与应用端企业的"不满足"，产品稳定性以及应用落地的速 度，逐渐在企业心中占据更重分量。 受益于汽车产业链 人形机器人热度走高首先离不开产业链的日趋成熟。 聂相如坦言，其作为从业者感到欣喜的是，"每一家厂商相较于半年前、一年前、两年前都取得了长足 ...

Core Viewpoint - Longsheng Technology has established a three-dimensional matrix of business operations encompassing traditional automotive parts, core products for new energy vehicles, and key components for robotics, marking its evolution from a single component supplier to a system integrator [1][2]. Business Operations - Longsheng Technology's main operations include EGR (Exhaust Gas Recirculation) components, motor iron cores, drive motor assemblies, precision parts, and aerospace business [1]. - The new energy vehicle drive motor iron core business is a significant growth driver, with projected revenue of 1.034 billion yuan in 2024, representing a year-on-year increase of 29.21% [1]. - Longsheng Technology is collaborating with Bosch and Seres on new energy motor assembly projects, with mass production expected in the second half of 2025 [1][2]. Robotics Development - Longsheng Technology is actively developing robotics, particularly humanoid robots, including dexterous hands, harmonic reducers, and joint assemblies [2]. - The "Lansen" humanoid robot, set to launch in June 2024, will perform various tasks on production lines, achieving automation from perception to execution [3]. - The company is integrating its new energy vehicle drive motor technology into robotics, developing high power density and low noise joint motors [5]. Financial Performance - In 2024, Longsheng Technology reported total revenue of 2.397 billion yuan, a year-on-year increase of 31.21%, and a net profit attributable to shareholders of 224 million yuan, up 52.81% [6]. - The revenue growth rate is lower than the profit growth rate, indicating an increase in the proportion of high-margin businesses and improved cost control [6]. - For Q1 2025, the company achieved revenue of 606 million yuan, a year-on-year increase of 7.06%, and a net profit of 59 million yuan, up 11.41% [6].

Core Viewpoint - Longsheng Technology is focusing on the aerospace precision manufacturing sector as one of its main business areas for future development, with plans to supply components for electric vehicles by the second half of 2025 [1] Group 1: Business Development - The company has established a certain foundation for industry expansion through its subsidiary, Weiyan Zhongjia [1] - Longsheng Technology is developing third-generation dexterous hands and has officially launched the "Lansen" robot [1] Group 2: Product Supply Timeline - The Bosch sub-assembly project is expected to start supplying in the second half of 2025 [1] - The electric motor sub-assembly project with Seres is also anticipated to begin supply in the second half of 2025 [1]

Group 1: Business Segments and Developments - Aerospace precision manufacturing is a key future business area for the company, with a focus on UAV components and missile precision parts [2][3] - The company is developing the third generation of dexterous hands for humanoid robots, targeting multi-sensor integration and control [3] - The company has established a strong market presence in the new energy electric drive core, with significant supply to leading electric vehicle manufacturers [3][4] Group 2: Strategic Partnerships and Projects - The company is collaborating with Bosch on the new energy commercial vehicle drive motor assembly, with supply expected to start in the second half of 2025 [3][4] - The company has successfully broken the foreign monopoly in the heavy-duty truck EGR valve market and is expanding its customer base [7] - The company has entered into contracts for commercial satellite projects with Galaxy Aerospace, with ongoing cooperation with China Aerospace Technology Group [10][11] Group 3: Market Position and Competitiveness - The company holds a leading position in the domestic EGR system market for passenger vehicles, supplying major clients such as BYD, Chery, and Geely [6][7] - The EGR technology is positioned as a key solution for energy conservation and emission reduction in both commercial and passenger vehicles, aligning with national policies [5][6] - The company is optimistic about the market prospects for EGR systems, leveraging over 20 years of industry experience [5][6] Group 4: Financial Outlook and Growth Drivers - The revenue contribution from satellite products is expected to be 10-15% in 2024 [10] - The company anticipates significant growth in the precision components sector driven by new project mass production and an expanding customer base [7][8] - The copper busbar business is projected to double in 2025, supported by various vehicle models [8]