值得一提的是，永茂泰正在积极布局机器人新赛道，并取得明显的成效。永茂泰日前公告，公司与国内 某头部人形机器人企业签订了《战略合作框架协议》。该人形机器人企业与永茂泰就具身智能机器人执 行器及关节零部件领域进行深入合作探索，共同推出极具性价比的具身智能机器人执行器及关节零部件 并旨在共同制定全球具身智能机器人执行器及关节零部件行业标准，持续推动通用化、标准化具身智能 机器人执行器及关节零部件的研发及应用落地。 此外，永茂泰官方微信公众号最新消息显示，公司日前成功获得西南某头部机器人企业173个核心零部 件订单，占客户全部机器人零部件订单的90%以上。这一合作标志着公司在机器人领域的技术实力和产 品质量获得了行业头部企业的高度认可。此次合作的173个零部件涵盖了人形机器人的多个关键系统， 包括高精度减速器外壳、高强度结构件、精密齿轮箱组件等。（厉平） 10月27日晚，永茂泰(605208)披露2025年三季报显示，公司在今年前三季度实现营业收入42.75亿元，同 比增长54.66%；实现归属于上市公司股东的净利润5017.52万元，同比增长39.58%。需说明的是，公司 在第三季度单季度实现净利3040.56万元 ...

Group 1 - The core viewpoint of the articles highlights the active performance of the Robot ETF (562500), which rose by 1.43% and showed a clear structural differentiation among its constituent stocks, with 62 stocks rising and 11 falling [1] - The trading volume of the Robot ETF reached approximately 9.04 billion yuan, with over 900 million shares traded, indicating a vibrant market activity [1] - A strategic cooperation framework agreement was signed between Yongmaotai and a leading domestic humanoid robot company to explore collaboration in the field of embodied intelligent robot actuators and joint components, aiming to set global industry standards [1] Group 2 - Open Source Securities predicts that humanoid robots will gradually achieve industrialization from 2024, with multiple global companies increasing their investments in this sector, thereby accelerating the industrialization process [2] - The humanoid robot industry shares significant overlaps with the smart electric vehicle sector, particularly in intelligent perception and motion control, which are similar to smart driving logic [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various sub-sectors such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robot industry chain [2]

Core Viewpoint - Yongmaotai has signed a strategic cooperation framework agreement with a leading humanoid robot company to jointly promote cost-effective embodied intelligent robot components [5][6]. Group 1: Strategic Cooperation - The agreement focuses on in-depth collaboration in the field of embodied intelligent robot actuators and joint components, aiming to establish global industry standards and promote the development and application of standardized components [5][6]. - Both parties will work together on new material actuators and components, creating comprehensive demonstration applications in various sectors, including automotive [5][6]. Group 2: Market and Resource Integration - A daily communication mechanism will be established to conduct joint market research and promotion, leveraging both companies' resources for market expansion [6]. - The cooperation may lead to the establishment of a joint venture and a humanoid new materials research institute to further advance their collaboration [6]. Group 3: Company Position and Market Context - Yongmaotai is a significant player in the domestic automotive aluminum alloy and component production sector, actively expanding into the robot components market [6][7]. - The company has seen substantial growth in its main products, with aluminum alloy sales increasing by approximately 50.70% year-on-year and component sales up by about 12.31% [7][8]. Group 4: Future Outlook and Challenges - Despite the promising growth in the robotics industry, there are uncertainties regarding large-scale consumer adoption and potential impacts from technological certification processes, production timelines, and market competition [7]. - The strategic agreement does not specify investment amounts and will not lead to immediate revenue changes, indicating that the company's income structure will remain stable in the short term [7][8].

Core Viewpoint - Yongmaotai (605208.SH) has signed a strategic cooperation framework agreement with a leading domestic humanoid robot company to explore in-depth collaboration in the field of embodied intelligent robot actuators and joint components, aiming to set global industry standards and promote the development of standardized products [1] Group 1 - The cooperation focuses on leveraging both parties' industry and brand advantages to jointly develop cost-effective embodied intelligent robot actuators and joint components [1] - The partnership aims to achieve "complementary advantages and strong alliances" to seize future industry opportunities [1] - The collaboration intends to utilize disruptive technologies and ecological cooperation models to drive future industry development [1]

智通财经APP讯，永茂泰(605208.SH)发布公告，近日，公司与国内某头部人形机器人企业(以下简称"合 作方")签订《战略合作框架协议》。基于双方产业发展的战略性思考与各自产业&品牌优势方面的综合 考虑，合作方与永茂泰就具身智能机器人执行器及关节零部件领域进行深入合作探索，共同推出极具性 价比的具身智能机器人执行器及关节零部件并旨在共同制定全球具身智能机器人执行器及关节零部件行 业标准，持续推动通用化、标准化具身智能机器人执行器及关节零部件的研发及应用落地，实现"优势 互补、强强联合"，抢抓未来产业风口，以颠覆性技术及生态合作模式助推未来产业发展。 ...

Core Viewpoint - Yongmaotai (605208.SH) has signed a strategic cooperation framework agreement with a leading domestic humanoid robot company to explore collaboration in the field of embodied intelligent robot actuators and joint components, aiming to set global industry standards and promote the development of standardized products [1][2] Group 1 - The cooperation aims to leverage both parties' industry and brand advantages to develop cost-effective embodied intelligent robot actuators and joint components [1] - The agreement does not specify any investment amount and has not yet generated related revenue [1] - The company currently has a small revenue share from its robotics business, indicating potential growth opportunities in this sector [1] Group 2 - The company is a major player in the production of recycled aluminum alloys and automotive components, actively expanding into the robotics parts sector [2] - The strategic cooperation is aligned with the company's development strategy and national industrial policies, facilitating the integration of advantages between the company and its partner [2] - This collaboration is expected to accelerate the application of magnesium-aluminum alloy materials and components in the robotics field, particularly in the automotive industry [2]

格隆汇10月17日丨永茂泰(605208.SH)公告称，公司与国内某头部人形机器人企业签订《战略合作框架 协议》，双方将基于产业发展的战略性思考与各自产业&品牌优势，在具身智能机器人执行器及关节零 部件领域进行深入合作探索，共同推出极具性价比的相关产品并制定行业标准。该协议的签署预计将有 效整合公司与合作方的优势，加快公司产品在机器人领域的拓展，但具体合作事项及实施进展存在不确 定性，且机器人行业未来普及消费存在不确定性，双方合作受多种因素影响，存在极大不确定性。目前 公司机器人业务收入占比较小，该协议不涉及具体投资金额，短期内不会对公司收入结构产生较大变 化，未来需求量与合作具有不确定性。 ...

Core Viewpoint - Yongmaotai (605208) has signed a strategic cooperation framework agreement with a leading domestic humanoid robot company to explore collaboration in the field of embodied intelligent robot actuators and joint components, aiming to establish global industry standards and promote the development of standardized products [1] Group 1: Strategic Cooperation - The agreement focuses on jointly launching cost-effective embodied intelligent robot actuators and joint components [1] - The collaboration aims to achieve "complementary advantages and strong alliances" to seize future industry opportunities [1] - The partnership intends to leverage disruptive technologies and ecological cooperation models to drive future industry development [1] Group 2: Financial Implications - Currently, the company's robot business revenue accounts for a small proportion of its overall income [1] - The signed agreement does not involve specific investment amounts and has not yet generated related revenue [1] - There will be no significant changes in the company's revenue structure in the short term, and future demand and cooperation remain uncertain [1]

格隆汇10月17日丨永茂泰(605208.SH)公布，公司与国内某头部人形机器人企业（简称"合作方"）签订 《战略合作框架协议》。基于双方产业发展的战略性思考与各自产业&品牌优势方面的综合考虑，合作 方与永茂泰就具身智能机器人执行器及关节零部件领域进行深入合作探索，共同推出极具性价比的具身 智能机器人执行器及关节零部件并旨在共同制定全球具身智能机器人执行器及关节零部件行业标准，持 续推动通用化、标准化具身智能机器人执行器及关节零部件的研发及应用落地，实现"优势互补、强强 联合"，抢抓未来产业风口，以颠覆性技术及生态合作模式助推未来产业发展。 公司是国内规模较大、管理和技术先进的汽车用铸造再生铝合金和汽车零部件生产企业，目前公司正积 极布局机器人零部件领域；本次合作方为国内头部人形机器人研发、生产、销售企业。公司本次与合作 方签署战略合作框架协议是公司在综合考虑自身发展战略、整体业务布局和国家产业政策等条件做出的 安排，将有效整合公司与合作方的优势，加快公司镁铝合金材料、零部件等产品在机器人领域的拓展， 进一步推动机器人在汽车行业的应用，符合公司发展战略规划，符合公司及股东整体利益。 目前公司机器人业务收入占比 ...