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美湖股份:为十余家头部机器人客户提供具身智能核心零部件项目
Bei Jing Shang Bao· 2025-11-17 14:04
北京商报讯(记者 陶凤 王天逸)近日,美湖股份披露投资者关系活动记录表并在互动平台回复投资者 称,公司为客户配套的减速器关节模组零部件已按客户要求正常量产交付。公司目前具备年产500万套 齿轮、年产320万套电机和年产5万套谐波减速器产能,同时公司参股子公司东嘉智能具备年产200万套 贴片产能。公司积极参与优质客户的同步开发,并根据市场开发进度实施新增产能布局。 具身智能核心零部件项目方面,公司拥有腾讯、银河通用、蚂蚁等十余家头部机器人客户。 ...
美湖股份(603319.SH):为客户配套的减速器关节模组零部件已按客户要求正常量产交付
Ge Long Hui· 2025-11-17 08:15
Core Viewpoint - Meihua Co., Ltd. (603319.SH) has confirmed that it is meeting customer demands by delivering components for reducer joint modules in normal production volumes [1] Production Capacity - The company has an annual production capacity of 5 million sets of gears, 3.2 million sets of motors, and 50,000 sets of harmonic reducers [1] - The company's subsidiary, Dongjia Intelligent, has an annual production capacity of 2 million sets of surface mount devices [1] Market Development - The company is actively involved in the synchronous development with high-quality customers and is implementing new capacity layouts based on market development progress [1]
美湖股份:已向宇树科技量产交付减速器关节模组零部件
Xin Lang Cai Jing· 2025-11-17 08:03
Core Viewpoint - The company has successfully transitioned to mass production of components for a leading robotics manufacturer, indicating strong operational capabilities and customer demand [1] Group 1: Company Operations - The company provides reducer joint module components to Y Company (Yushu Technology), a leading robotics manufacturer in Hangzhou [1] - The company has achieved normal mass production delivery of components as per customer requirements [1] Group 2: Production Capacity - The company has an annual production capacity of 5 million sets of gears, 3.2 million sets of motors, and 50,000 sets of harmonic reducers [1] - The company's subsidiary, Dongjia Intelligent, has an annual production capacity of 2 million sets of surface mount devices [1]