●长江商报记者 潘瑞冬 汽车零部件生产企业浙江仙通（603239.SH）拟大手笔加码机器人业务。 浙江仙通专注汽车密封件领域，2023年以来的两年半，公司的营业收入和归母净利润连续增长。 二级市场上，9月24日盘中，公司股价触及23.24元/股的年内高点，2025年以来股价累计最大涨幅约为 76%。 跨界布局机器人，浙江仙通或有望抓住市场机遇，谋求新增量。 跨界布局机器人业务 浙江仙通大手笔增资浩海星空，助力后者完成A轮融资。 根据公告，浙江仙通与浩海星空签署投资合作框架协议，浙江仙通依据投前估值3.6亿元进行增资，增 资金额4000万元，投资后持有浩海星空10%的股份。 增资完成后，公司与浩海星空拟出资设立合资公司，合资公司由浙江仙通控股，注册在浙江省台州市仙 居县，旨在建设机器人整机生产基地。 资料显示，浩海星空成立于2025年5月，专注于移动具身智能服务机器人，聚焦医疗、教育及商业领 域。据公告中披露的未经审计财务数据，截至2025年8月，浩海星空实现主营业务收入1442.42万元，利 润总额为-6816元。 目前，浙江仙通并无机器人业务，此次合作属于跨界。据了解，浙江仙通成立于1994年，前身为浙江省 ...

Core Insights - The company reported a revenue of 1.29 billion yuan for the first half of 2025, representing a year-on-year growth of 18.24%, with a net profit of 27.44 million yuan [1] - The company is a national high-tech enterprise focused on the design, research and development, production, and sales of automotive fluid pipelines and sealing components, with over 30 years of experience in the industry [1] - The company is implementing a second curve strategy to explore the automotive parts industry, establishing a collaborative industrial layout with a focus on integrated water modules and core technologies such as electronic water valves and pumps [1][2] First Curve Business - The company is aligning with the trends of electrification, intelligence, and connectivity in the automotive industry, optimizing product structure through increased R&D investment [2] - Revenue from automotive fluid pipelines and assemblies reached 895 million yuan, a year-on-year increase of 35%, while revenue from sealing components decreased by 5.47% to 382 million yuan [2] Second Curve Business - The company is advancing its new energy thermal management projects through internal incubation and collaboration with its Shanghai R&D center, providing solutions for new energy vehicle thermal management systems [2][3] - Investments in companies within the automotive supply chain, such as MiFu Technology and ShiFeng Intelligent Technology, are part of the strategic layout to expand business scale [2] Product Development - The company is increasing investment in fluid pipeline products, transitioning to new materials like nylon and EPDM, and developing modular temperature control system designs for clients [3] - The sealing strip product line has rapidly expanded, offering a diverse range of products to meet the requirements of major manufacturers [3] Future Outlook - The company aims to deepen its engagement in the new energy vehicle sector, enrich its product line, and develop more high-quality clients for mutual growth [3] - Internal reforms will be pursued to optimize production processes and enhance profit margins, ensuring sustainable returns for shareholders [3]