整机组装

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蓝思科技:人形机器人方面,公司已为多家人形机器人客户批量交付头部模组、关节模组、灵巧手等
Mei Ri Jing Ji Xin Wen· 2025-09-18 01:15
Group 1 - The company has a long-term partnership with a major North American client, spanning over ten years, and serves as a primary core supplier in the smart cockpit module sector, holding a significant market share in components such as central control, B-pillar, and charging stations [2] - In the humanoid robot segment, the company has delivered various modules, including head modules, joint modules, dexterous hands, torso shell structures, and complete assembly to multiple humanoid robot clients [2] - The company is collaborating with its North American client to develop humanoid robot-related modules, although specific details are not disclosed due to client confidentiality requirements [2]
研报掘金丨国盛证券:蓝思科技营收在过去几年稳步增长,新兴领域打开成长空间
Ge Long Hui A P P· 2025-08-12 05:22
Core Viewpoint - The report from Guosheng Securities highlights Lens Technology's expansion from being a cover glass supplier for consumer electronics to a comprehensive solution provider in smart terminals, with a focus on vertical integration and new business opportunities in smart automotive, humanoid robots, and AI glasses [1] Group 1: Business Expansion - Lens Technology has broadened its product offerings to include smart automotive, humanoid robots, and AI glasses, in addition to its original glass products for consumer electronics [1] - The company is vertically integrating its operations by expanding into functional modules and complete assembly, leveraging its strengths in glass, metal, and modules [1] Group 2: Financial Performance - The company's revenue has shown steady growth, increasing from 27.72 billion yuan in 2018 to an expected 69.90 billion yuan in 2024, with a compound annual growth rate (CAGR) of 16.7% [1] Group 3: Future Opportunities - Lens Technology is positioning itself to be among the first in the industry to mass-produce and assemble key components for humanoid robots and AI glasses/XR headsets [1] - The company is expected to benefit significantly from the development of AI technology, with all business lines projected to experience comprehensive growth [1]
领益智造:公司在人形机器人机加工结构件、核心零部件、关节等模组、整机组装与应用落地开发方面都具备订单
Mei Ri Jing Ji Xin Wen· 2025-07-31 09:27
每经AI快讯,有投资者在投资者互动平台提问:你好,请问公司的人形机器人是否还仅限于概念中, 并无实质性的进展? 领益智造(002600.SZ)7月31日在投资者互动平台表示,公司目前在人形机器人机加工结构件、核心零 部件、关节等模组、整机组装与应用落地开发方面已都具备订单。 (文章来源:每日经济新闻) ...
领益智造:公司人形机器人业务已逐步产生收入
Jing Ji Guan Cha Wang· 2025-07-31 08:32
经济观察网7月31日,领益智造(002600)在深交所互动平台表示,公司的人形机器人业务已逐步产生 收入,涉及到各类机加工结构件、核心零部件、关节等模组、整机组装等全链路环节。 ...
领益智造(002600.SZ):人形机器人业务已逐步产生收入
Ge Long Hui· 2025-07-31 07:02
格隆汇7月31日丨领益智造(002600.SZ)在互动平台表示,公司的人形机器人业务已逐步产生收入,涉及 到各类机加工结构件、核心零部件、关节等模组、整机组装等全链路环节。 ...
领益智造:公司的人形机器人业务已逐步产生收入
Xin Lang Cai Jing· 2025-07-31 04:01
Group 1 - The core viewpoint of the article is that the company, Lingyi Technology, has begun to generate revenue from its humanoid robot business, indicating progress in this sector [1] Group 2 - The humanoid robot business involves various aspects such as machining structural components, core parts, joints, and complete assembly, covering the entire supply chain [1]