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聚焦人形机器人 双林股份接待机构调研
Zhong Zheng Wang· 2025-08-31 07:26
Core Viewpoint - The company, Shuanglin Co., reported a significant increase in revenue and net profit for the first half of 2025, driven by its focus on core components in the robotics sector and collaborations with leading domestic and foreign enterprises [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 2.525 billion yuan, representing a year-on-year growth of 20.07% [1] - The net profit attributable to shareholders was 287 million yuan, up 15.73% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 246 million yuan, reflecting a substantial increase of 55.65% year-on-year [1] Group 2: Product Development and Capacity Planning - The company has planned an annual production capacity of 1 million sets for linear rolling screw and 400,000 sets for ball screws, with joint module capacity set at 500,000 sets [2] - The first phase of linear joint module production is expected to reach 120,000 sets per year by the end of 2025, with a target of 500,000 sets per year by 2026 [2] - Current annual production capacity for automotive EHB screws is 200,000 sets, projected to increase to 600,000 sets by the end of the year [2] Group 3: Collaborations and Market Engagement - The company has engaged in extensive technical and business exchanges with domestic robotics manufacturers, receiving positive feedback on its capabilities in the screw sector [2] - Collaborations with leading foreign screw manufacturers have resulted in small batch orders for ball screws and rolling screws, with deliveries expected to be completed by August 31 [3] - The company has established good cooperative relationships with leading new energy vehicle enterprises, while also progressing with traditional automotive manufacturers [3]