格隆汇8月4日丨长华集团(605018.SH)在投资者互动平台表示，公司五月新购的土地将主要用于开展行 星滚柱丝杠、碳陶刹车系统金属件套装及其他相关业务等，同时公司已设计规划了上述产品的全新生产 线。目前公司行星滚柱丝杠产品正处于研发阶段，尚未获得客户定点，也未实现营业收入，对业绩不构 成影响。公司正全力以赴加强同相关客户的技术交流和深度合作，同时也积极同其他人形机器人企业进 行交流与对接，后续工作将持续推进。公司将加强该领域的研发、投资和市场开拓力度，朝着成本优 化、效率提升和规模量产等方向不断进阶。 ...

Summary of Key Points Core Viewpoint - The company held a performance and cash dividend briefing for the fiscal year 2024 and the first quarter of 2025, addressing investor concerns and outlining future growth strategies. Group 1: Company Performance and Strategy - The company reported that its sales revenue from new energy vehicle components was approximately 386 million, accounting for 17.49% of total revenue, while sales from shared products between fuel and new energy vehicles reached about 903 million, making up 40.92% of total revenue [3] - The company emphasized its focus on the domestic market, stating that the impact of U.S. tariffs on its business is minimal due to the small proportion of overseas operations [2] - The company aims to enhance its comprehensive competitiveness and risk resistance through strategic development and market optimization [2] Group 2: New Energy and Technological Development - The company is actively expanding its new energy business, which has become a significant driver of growth, with ongoing projects in various sectors including carbon-ceramic brake systems and planetary roller screws [4][5] - The company has made advancements in the humanoid robot sector, producing samples of planetary roller screws and investing in R&D to develop new products [3][5] - Future growth points include optimizing market structure, expanding customer bases, and exploring new application scenarios for products [5] Group 3: Market Outlook and Industry Trends - The automotive parts industry is expected to grow steadily, supported by national industrial policies, with new opportunities emerging in the low-altitude economy sector [5] - The humanoid robot industry is entering a growth phase, with significant potential for development and application, bolstered by national initiatives [5]