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万里扬:已开始启动首批机器人关节精密传动产品项目
Ju Chao Zi Xun· 2025-08-05 02:40
Core Viewpoint - The company has initiated the development of its first batch of robotic joint precision transmission products, involving six products for two clients [2] Group 1: Company Developments - The company has established Zhejiang Wanliyang Robot Technology Co., Ltd. to focus on the R&D and industrialization of robotic joint precision transmission products [2] - The product platform planning has been preliminarily completed, including categories such as harmonic reducers, planetary reducers, brushless motors, and controllers [2] - Standardization and platform design have been achieved for various product categories, including platform models, diameters, gear ratios, and controller types [2] Group 2: Business Segments - The company's business includes automotive parts and new energy storage [2] - The automotive parts segment focuses on the R&D, production, and sales of automotive transmission and drive system products, covering passenger vehicles, commercial vehicles, and new energy vehicles [2] - The company is also developing non-road transmission/drive system products, including electric drive systems for construction machinery and various tractor systems [2] - The company is expanding its export business for components such as gears, shafts, housings, aluminum die-cast parts, cast iron parts, and forgings [2] - The new energy storage business encompasses power generation side storage power stations, grid-side independent storage power stations, user-side storage power stations, and electricity trading [2]
万里扬(002434) - 002434万里扬投资者关系管理信息20250804
2025-08-04 09:32
Group 1: Automotive Components Business - The company focuses on the research, production, and sales of automotive transmission and drive system products, covering passenger vehicles, commercial vehicles, and new energy vehicles [1] - The company is actively developing non-road transmission/drive system products, including electric drive systems for construction machinery and high-power tractors [2] - The company has expanded its international market, increasing direct exports of CVT products and developing electric vehicle (EV) reducers [2] Group 2: Commercial Vehicle Transmission Business - The light truck transmission business is steadily developing existing manual transmission products while actively developing electric products, covering P2 and PS hybrid systems [2] - The heavy truck transmission business includes AMT automatic transmissions and pure electric drive systems, with related products gradually entering mass production [2] Group 3: Non-Road Transmission/Drive Systems - The company is focusing on the development of electric drive systems for construction machinery and high-power tractors, with new product research and customer development progressing simultaneously [2] Group 4: New Energy Storage Business - The company has operational independent energy storage power stations in Zhaoqing and Yiwu, with installed capacities of 100MW/200MWh and 100MW/200MWh, respectively [3] - Additional energy storage projects are under construction in Guangdong and Zhejiang, which will further increase revenue from the energy storage business [3] Group 5: Robotics Components Business - The company established Zhejiang Wanyiyang Robotics Technology Co., Ltd. to focus on the research and industrialization of precision transmission products for robots [4] - Initial product platform planning has been completed, including standardization and platform design for various types of products [4]
万里扬分析师会议-20250513
Dong Jian Yan Bao· 2025-05-13 11:46
Group 1: Research Basic Information - The research object is Wanliyang, belonging to the automotive parts industry, with a reception time of May 13, 2025. The listed company's reception staff includes the Financial Controller, Board Secretary Zhang Leigang, and Strategic Center Director Xu Wanhong [16] Group 2: Detailed Research Institutions - The research institutions include Yinshi Finance, Shaanxi Olympus, Taihu County People's Government, Guoyuan Securities, Hangzhou Added - value Investment, and Mingde Capital, along with their corresponding types and related personnel [17] Group 3: Main Content Company Business Scope - The company's business includes automotive parts and new energy storage business. The automotive parts business involves R & D, production, and sales of automotive transmission and drive system products, non - highway transmission/drive system products, and parts export business. The new energy storage business includes power generation - side energy storage power stations, grid - side independent energy storage power stations, user - side energy storage power stations, and power trading [22][23][24] Shareholding of Top Ten Shareholders - Anhui Guoyuan Trust Co., Ltd. - Guoyuan Trust - Anrui No. 1 Single Fund Trust and China Resources Shenzhen International Trust Co., Ltd. - China Resources Trust · Huaying No. 16 Single Fund Trust are trust products established by Anhui Chery Automobile Sales Co., Ltd., a wholly - owned subsidiary of Chery Automobile Co., Ltd., as the sole trustee, and are affiliated parties and concerted actioners of Chery Automobile Co., Ltd. [25] Robot Parts Business - The company has established an industrialization team for robot reducer products, aiming to enrich product models, promote industrialization, and increase market share [27] Heavy - Truck Transmission Business - The company has developed a full range of heavy - truck transmission products and is conducting vehicle - model installation tests and calibration work. As the supporting vehicle models are gradually mass - produced, production and sales will increase [28] Light - Truck Transmission Business - In addition to the stable development of existing light - truck manual products, the company is actively developing electrified products. Currently, the production and sales demand for light - truck transmission products is strong [29] Passenger - Car Transmission Business - In 2024, the direct export sales of the company's passenger - car transmission products increased significantly year - on - year. The company will continue to develop overseas customers and promote the growth of overseas business revenue. It is also developing pure - electric passenger - car EV reducers and related products [30] New Energy Storage Business - The company's grid - side independent energy storage power stations in Zhaoqing, Guangdong and Yiwu, Zhejiang have been put into operation. The company is promoting new project development in Guangdong, Hainan, and Zhejiang, and developing market - oriented operation and maintenance services for energy storage power stations [31] Core Competitiveness - The company has been deeply involved in the automotive parts industry for nearly 30 years, with a full range of products, comprehensive capabilities, a complete supply chain and sales network, strong large - scale manufacturing and quality control capabilities, and continuously enhanced market competitiveness and sustainable development capabilities [32]
万里扬(002434) - 002434万里扬投资者关系管理信息20250508
2025-05-08 10:18
Group 1: Company Overview - The company operates in two main business segments: automotive parts and new energy storage [1] - The automotive parts segment includes the R&D, production, and sales of transmission and drive system products for passenger vehicles, commercial vehicles, and new energy vehicles [1] - The new energy storage segment focuses on power-side storage power stations, grid-side independent storage power stations, user-side storage power stations, and electricity trading [1] Group 2: Passenger Vehicle Transmission Business - In 2024, the company's direct export sales of passenger vehicle transmission products saw a significant year-on-year increase [2] - The company is actively developing overseas clients to sustain revenue growth from international markets [2] - There is a strong push for electric vehicle (EV) reducers and related products, contributing to increasing sales [2] Group 3: Commercial Vehicle Transmission Business - The light truck transmission business is expanding with a focus on both manual and electric products, including P2 and PS hybrid systems [2] - The heavy truck transmission business includes AMT automatic transmissions and pure electric drive systems, with production and sales expected to grow as client models are launched [2] Group 4: New Energy Storage Business - The company has operational independent storage power stations in Zhaoqing, Guangdong (100MW/200MWh) and Yiwu, Zhejiang (100MW/200MWh) [3] - These projects leverage the company's extensive experience in design, integration, construction, and operation within the energy storage sector [3] - New project developments are underway in Guangdong, Hainan, and Zhejiang provinces to further enhance the new energy storage business [3] Group 5: Robotics Components Business - A dedicated team for the industrialization of robotic reducers has been established to enhance product offerings [4] - The company is focusing on the development and integration of harmonic reducers and planetary reducers to improve market share [4]