11月18日，宁波方正（300998）发布公告，正式同华翔启源签署战略合作协议，双方将整合研发制造资 源，在人形机器人、商业清洁机器人零件生产制造和整机应用等领域展开合作。宁波方正同华翔启源强 强联手，不但能充分发挥双方在技术积累、市场拓展等方面的优势，更是标志着公司正式进入人形机器 人供应链，为进一步布局具身智能机器人领域提供抓手。 宁波方正是全球知名汽车零部件与设备制造商，具备强大的技术优势与研发实力。公司主营塑料模具、 锂电池精密结构件、锂电池模组导电软连接件、智能装备等多种产品的设计与制造，其下游客户覆盖萨 玛汽车、佛吉亚、宁德时代（300750）、廷锋内饰、宁波华翔（002048）等一众国内外汽车零部件与新 能源企业，拥有充足的客户与市场积累。 华翔启源成立于2025年6月，是宁波华翔旗下专注于智能机器人制造的全资子公司。华翔启源以"推动智 能机器人普惠千行百业"为使命，制定了成为全球领先的硬件制造解决方案服务商的愿景目标，为国内 以及全球领先的智能机器人品牌打造机器人的本体总成和关节总成装配及测试的超级工厂，同时提供技 术先进、成本领先、质量可靠的核心部件。据公开信息，华翔启源与智元机器人合作，已 ...

Core Viewpoint - The plastic mold industry is experiencing increasing demand due to its ability to enhance product quality and efficiency in manufacturing processes, with significant growth in export value and a decline in import value from 2017 to 2023 [1][13]. Industry Overview - Plastic molds are essential processing tools used for shaping plastic materials, consisting of various components that work together to meet production requirements [3]. - The industry can be segmented into different types of molds based on processing methods, including injection, compression, extrusion, blow molding, and others [3]. Industry Chain - The upstream of the plastic mold industry includes raw materials such as mold steel, cast iron, non-ferrous metals, rubber, and plastics, as well as machinery like CNC machine tools [5]. - The midstream involves the manufacturing of plastic molds, while the downstream encompasses applications in sectors like machinery, automotive, home appliances, electronics, and construction materials [5]. Market Trends - From 2017 to 2023, China's import value of plastic and rubber molds decreased from $847 million to $531 million, while export value increased from $2.968 billion to $5.351 billion, indicating improved global competitiveness [1][13]. - The market size of China's mold industry reached 358.9 billion yuan in 2023, with a year-on-year growth of 3.5%, and is projected to grow to approximately 371.03 billion yuan in 2024 [11]. Competitive Landscape - Despite growth, the Chinese plastic mold industry faces challenges in high-end, complex, and precision molds, often lacking core technologies and innovation capabilities [15]. - Major companies in the industry include Shanghai Yahui, Qingdao Haitai, Tianqi Mould, and Ningbo Lian Technology, among others [15][16]. Development Trends - Digitalization is becoming a key trend in mold manufacturing, enhancing precision and efficiency through advanced modeling and simulation techniques [20]. - Intelligent technologies are revolutionizing production processes, enabling automation and predictive maintenance to improve efficiency and reduce downtime [21]. - Environmental considerations are increasingly important, with a focus on using eco-friendly materials and optimizing production processes to minimize waste [23]. - Customization and specialization are rising trends, driven by diverse consumer demands and the need for high-quality production [24]. - Globalization is intensifying competition, necessitating collaboration and technology sharing among companies to enhance overall industry standards [25].