2、人形机器人产业市场容量这么大，请问贵司聚焦机器人 结构件和设计环节有做哪些具体技术积累和业务拓展，如何提高 在产业链的壁垒 证券代码： 002420 证券简称：毅昌科技 广州毅昌科技股份有限公司投资者关系活动记录表 编号：2026-001 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 □ | 媒体采访 业绩说明会 □ | | □ | 新闻发布会 □ 路演活动 | | □ | 现场参观 | | √ | 其他 （投资者说明会） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2026 年 1 月 9 日 （周五） 下午 15:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 | | | 用网络远程的方式召开投资者说明会 | | 上市公司接待人 | 1、董事长宁红涛 | | 员姓名 | 2、副总经理、董事会秘书、财务负责人叶昌焱 | | | 3、滁州市城市投资控股集团有限公司杨婷婷 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问 ...

Group 1 - The company has achieved significant performance improvement and structural optimization through a dual-driven strategy focusing on traditional automotive and accelerated expansion in the new energy sector [1][2] - In the first half of 2025, the new energy business revenue grew by 177.09% year-on-year, while automotive business revenue increased by 24.30%, with both segments accounting for over 60% of total revenue [2] - The company has successfully integrated into the Huawei HarmonyOS ecosystem, supplying components for AITO and Luxeed vehicles, and has established stable partnerships with leading companies in the new energy industry such as BYD and CATL [2] Group 2 - The company strategically entered the high-growth liquid cooling sector, which is essential for thermal management in electric vehicles and energy storage systems, and has secured important projects with major clients like CATL and EVE Energy [3] - The liquid cooling technology solutions are expected to benefit from market expansion due to the increasing adoption of fast charging and enhanced safety standards in energy storage [3] Group 3 - The company is exploring the promising field of humanoid robotics, leveraging its capabilities in industrial design and precision molds, and has signed a strategic cooperation agreement with West Lake Robotics to develop components for intelligent robots [4] - Some of the robotics-related projects are in preparation for mass production, potentially opening new growth avenues for the company [4] Group 4 - In the third quarter of 2025, the company reported steady revenue growth and a significant increase in net profit attributable to shareholders, indicating enhanced overall profitability [5] - The company aims to consolidate its automotive base while seizing opportunities in new energy, liquid cooling, and humanoid robotics for sustainable high-quality development [5]

2025年12月3日，西湖机器人科技(杭州)有限公司与广州毅昌科技股份有限公司在杭州正式签署战略合 作协议，双方将在具身智能机器人零部件的研发、批量交付等领域展开深度合作。此次签约标志着双方 将依托各自领域的深耕积淀和独特优势，共同推动西湖机器人产品的快速上市和大量交付，实现互利共 赢、快速发展。西湖机器人由全球领先的人工智能技术团队创办，在大模型算法、运动控制等领域处于 业界领先地位。而毅昌科技在汽车、新能源、医疗、家电的零部件前研及批量交付领域具有丰富经验和 较强竞争力。本次战略合作涵盖工业设计、结构设计、热管理、一体化关节模组及轻量化部件的共同研 发及批量交付。(毅昌股份) ...