Core Viewpoint - The company has successfully engaged in multiple collaborations with leading domestic and foreign enterprises in the robotics sector, resulting in small batch orders for linear joint modules and ball screws, although these new business segments currently contribute a minor portion to overall revenue [2][2]. Group 1: Company Developments - The company has partnered with two leading domestic new energy vehicle manufacturers to develop linear joint modules for humanoid robot projects [2]. - The company has completed multiple rounds of sample deliveries and small batch shipments, receiving positive feedback on installation performance from clients [2]. - The company is also in technical discussions and sample deliveries with several domestic robot manufacturers and dexterous hand companies [2]. Group 2: Order and Revenue Impact - The company has successfully secured small batch orders for ball screws and roller screws through collaboration with a leading foreign screw manufacturer, with these orders passing client acceptance [2]. - The revenue from new business segments, including roller screws and joint modules, currently constitutes a low percentage of the company's total revenue, thus having a minimal impact on overall performance [2].

Core Viewpoint - The company has engaged in partnerships with two leading domestic new energy vehicle manufacturers to develop linear joint modules for humanoid robot projects, with positive feedback on the initial deliveries [1] Group 1: Partnerships and Collaborations - The company has conducted multiple rounds of sample deliveries and small batch shipments to clients, which have been positively received in terms of installation performance [1] - The company is also in technical discussions and sample deliveries with several domestic robot manufacturers and dexterous hand companies [1] - The company has initiated multiple cooperation talks with a leading foreign screw manufacturer, successfully obtaining small batch orders for ball screws and roller screws, which have passed client acceptance tests [1] Group 2: Revenue Impact - The revenue from new business segments such as roller screws and joint modules currently constitutes a low percentage of the company's total revenue, thus having a minimal impact on overall performance [1]

格隆汇11月19日丨双林股份(300100.SZ)在投资者互动平台表示，公司已与国内两家头部新势力车企合 作，为其人形机器人项目开发直线关节模组。公司已进行多轮送样及小批量交付，目前已交付客户并在 终端上应用，客户装机效果反馈良好。同时，公司也正与多家国内机器人厂家及灵巧手企业进行技术交 流和样件交付。此外，公司与一家国外丝杠头部企业开展多次合作洽谈，成功获取滚珠丝杠与滚柱丝杠 小批量订单，订单通过客户验收并交付。以上滚柱丝杠、关节模组等新业务的营业收入占公司营业收入 的比例较低，对公司业绩影响不大。 ...

Core Viewpoint - The company is currently not involved in robotics-related business but is actively advancing research on ball screws and brushless motors, which are used in its products like electronic control brakes (EMB) [2] Group 1: Company Development - The company has received inquiries regarding the research progress of ball screws and brushless motors [2] - The company is focusing on the development of its existing products that utilize ball screws and brushless motors [2] - Future plans regarding the robotics sector will be disclosed in accordance with regulatory requirements if they arise [2]

Core Viewpoint - The company is currently sourcing ball screws from external suppliers as its production line is still under construction, but plans to prioritize in-house production once initial mass production conditions are met [1] Group 1: Current Sourcing and Production Plans - The company's intelligent CNC equipment products primarily use externally sourced ball screws at this stage [1] - The ball screw products are a crucial part of the company's rolling functional components business strategy, with ongoing R&D and industrialization efforts [1] - Once the company achieves preliminary mass production capabilities for ball screws, it will first consider using them in self-produced or self-used machine tools for validation and application [1] Group 2: Strategic Benefits of In-House Production - In-house production of ball screws will help achieve autonomy over key components and optimize the product cost structure [1] - This move is expected to effectively validate the performance of the company's products, enhancing their market competitiveness [1]

Core Viewpoint - The company is currently in the process of constructing its ball screw production line, which is crucial for its rolling functional components business strategy. The company is actively advancing related R&D and industrialization efforts [1] Group 1 - The company's smart CNC equipment products are currently relying on externally sourced ball screws due to the ongoing construction of its production line [1] - The ball screw products are a significant part of the company's strategic planning for rolling functional components [1] - Once the ball screw products reach preliminary mass production conditions, the company will prioritize their verification and application in self-produced or self-used machine tools [1] Group 2 - This approach will not only help achieve autonomy in key components but also optimize the product cost structure [1] - The verification of product performance through this initiative will contribute to enhancing the company's market competitiveness [1]

Core Viewpoint - The company is currently in the process of constructing its ball screw production line, leading to reliance on external procurement for its smart CNC equipment products [1] Group 1 - The ball screw products are a crucial part of the company's strategic planning for rolling functional components, with ongoing research and industrialization efforts [1] - Once the company achieves initial mass production conditions for its ball screw products, it will prioritize verification and application in self-produced or self-used machine tools [1] - This strategy aims to enhance the autonomy of key components, optimize product cost structure, and effectively validate product performance, thereby improving the company's market competitiveness [1]

Core Viewpoint - The company, Leadic, is increasingly applying ball screw and planetary roller screw as core precision transmission components in the automotive industry, enhancing control precision and response reliability for advanced driving assistance and autonomous driving functions [2] Group 1: Product Application - Ball screw products produced by the company are primarily used in steer-by-wire and brake-by-wire systems [2] - These products provide critical hardware support for advanced driver assistance systems and autonomous driving capabilities [2]

Core Viewpoint - Bertly is focusing on the development and production of key components for humanoid robots, specifically ball screws and miniature planetary roller screws, indicating a strategic move into the humanoid robotics sector [1] Company Summary - Bertly's main products include ball screws and miniature planetary roller screws, which are essential for humanoid robots [1] - The company aims to position itself in the critical components market for humanoid robotics [1]

Core Viewpoint - The company is actively advancing the industrialization of ball screws and planetary roller screws, as well as the localization of high-precision thread grinding machines, with progress reported as smooth [1] Group 1: Industrialization Progress - The joint research and development efforts with the German technical team have reached the final stage for the efficient grinding process of planetary roller screw threads, with initial processing times for internal thread grinding meeting design targets [1] - The design for a dedicated grinding machine for internal threads has been completed, and trial production will commence once the grinding process is finalized [1] Group 2: Localization and Supply Chain - The company has completed the domestic conversion of key technical drawings for high-precision thread grinding machines and is simultaneously advancing the localization of the supply chain and adapting existing production capacity [1] - New industrial land construction has been initiated to prepare for future capacity expansion [1]