10月8日，京西智行在波兰克拉科夫研发中心举办磁流变欧洲网络研讨会。京西智行全球CEO刘喜合在 研讨会现场表示，京西智行已构建覆盖三大洲的协同生产网络，MagneRide磁流变悬架供应将形成中 国、欧洲、北美并驾齐驱的格局。 为了持续推动MagneRide磁流变悬架这项技术普惠化，京西智行正依托中国规模化制造能力，通过规模 经济效应实现成本优化。此次活动"云端探厂"环节，还揭秘了深圳工厂磁流变减震器数字化生产线。 京西智行深圳工厂磁流变悬架生产线今年3月已经投产，张家口工厂今年也将投产磁流变悬架生产线。 国内两地将共同推高京西智行国内磁流变减震器年产能至200万支。 近期全球首秀的深蓝L06纯电长续航磁流变激光智能轿跑已经搭载MagneRide磁流变悬架。深蓝汽车 CEO姜海荣在网络研讨会上说："磁流变系统每秒1000次的调节能力，既保留了清晰路感，也过滤掉不 必要的颠簸，大幅度提升用户的驾乘舒适性。" 此次网络研讨会全方位展示了京西智行磁流变悬架生产线的生产能力和全球协作体系。其中"云端探 厂"环节率先连线了公司欧洲制造重心——波兰克拉斯诺工厂，并宣布京西智行全球第1100万支 MagneRide磁流变减震 ...

新华社合肥9月26日电 题：加力向新而行 更好合作共赢——透视2025世界制造业大会 触摸薄如蝉翼、用于AI服务器的铜箔，与形如玉璧、用于"人造太阳"装置的高纯无氧铜合影……铜陵有 色金属集团控股有限公司展区，一件件"黑科技"引得人们驻足围观。 "加快传统产业转型增效是我们面向未来的底气所在。"铜陵有色集团董事长丁士启说。这家浇铸了新中 国第一块铜锭的老牌铜企，在"制造"到"智造"的跨越中实现产品结构高端化。 行走在世界制造业大会展馆，传统产业的变化扑面而来： 围绕1张5G专网，开展5类领域，打造10大场景应用，传统白酒企业展示了其在数字化转型中的积极探 索；纺织企业恒益智能科技则通过展出导电纱、数据手套，展现生产方式的变迁和"老企业"向新的步 伐。 大会现场发布的"2025中国制造业企业500强"榜单显示，"十四五"以来，榜单中工程机械及零部件、锅 炉及动力装备制造、轮胎及橡胶制品等行业平均研发投入增长率均超过100%，传统制造业企业转型意 愿强烈，正以更大的投入加快研发升级。 新华社记者水金辰、胡锐、汪海月 从高端原材料到"人工智能+"，一大批新技术、新产品、新应用展现制造业新成就；发布"2025中国制造 ...

Group 1 - The company held an online investor reception event on September 15, 2025, where executives discussed various business operations with investors [1] - The company has a strong R&D capability and extensive industry-academic cooperation, having established an academic workstation with Tsinghua University and collaborated with multiple domestic universities and research institutes [2] - As of the first half of 2025, the company holds 1,304 independent intellectual property rights, including 259 foreign patents and 206 Chinese invention patents [2] Group 2 - The company has secured a total order value of approximately 15.8 billion yuan for its domestic air suspension business, with assembly product orders valued at about 1.7 billion yuan [3] - The company is expanding into the humanoid robot sector, having signed cooperation agreements with several robot companies and is in the process of establishing a joint venture for robot manufacturing [3] - The thermal management business has accumulated orders of approximately 7.1 billion yuan, focusing on automotive thermal management and expanding into energy storage and supercomputing center thermal management [3] Group 3 - The company is accelerating the layout of its magnetorheological damper project, with production lines already established and ongoing customer engagement [3]

Financial Performance - In the first half of 2025, the company's revenue reached 9,846,412,091.6 yuan, representing a year-on-year increase of 1.83% [2][3] - The net profit attributable to shareholders was 817,272,916.44 yuan, showing a year-on-year growth of 14.11% [2][3] - The net profit after deducting non-recurring gains and losses was 780,315,247.06 yuan, up 21.53% year-on-year [2][3] - As of the end of the first half, total assets amounted to 25,705,226,375.11 yuan, a 6.55% increase compared to the previous year [2][3] - The net assets attributable to shareholders were 13,704,731,546.2 yuan, reflecting a year-on-year growth of 5.64% [2][3] Business Segments - The company's subsidiary, AMK, is a leading supplier of air suspension systems, serving top automotive manufacturers like Jaguar Land Rover, Volvo, Audi, Mercedes-Benz, and BMW [2] - AMK China is focused on optimizing the performance and cost of air suspension systems in the domestic passenger vehicle market and has secured orders from several new energy vehicle manufacturers and traditional leading brands [2] - The subsidiary Dingyu Technology specializes in the research and production of air springs, with ongoing projects in magnetorheological dampers [4] - The domestic air suspension business has secured total order values of approximately 15.8 billion yuan, with assembly product orders valued at around 1.7 billion yuan [5] - The lightweight chassis system has received orders from major manufacturers including Mercedes-Benz, Changan, GAC, and BYD, with total orders amounting to about 5.5 billion yuan in the first half of 2025 [5] - The thermal management system has accumulated orders of approximately 7.1 billion yuan, focusing on self-developed thermal management controllers and related technologies [5] Intellectual Property - The company holds a total of 1,304 independent intellectual property rights, including 259 foreign patents, 206 invention patents, 759 utility model patents, 47 design patents, and 33 software copyrights [6]

Group 1: Company Overview - The company is Anhui Zhongding Sealing Parts Co., Ltd., with stock code 000887 [1] - The online performance briefing was held on May 15, 2025, from 15:00 to 17:00 [2] - Key executives present included Chairman and General Manager Xia Yingsong, and Vice General Manager and CFO Yi Shanbing [2] Group 2: Business Focus and Strategy - The company is focusing on humanoid robots as a core strategic business, with its subsidiary Anhui Ruisi Bo specializing in related components [3][4] - The technical team has a competitive advantage in harmonic reducer products, with production lines currently being debugged [3][4] - The company has signed strategic cooperation agreements with Zhejiang Wuzhou New Spring Group, Shenzhen Zhongqing Robot Technology, and Aifute Intelligent Equipment [3][4] Group 3: Financial Performance - In 2024, the company reported revenue of ¥18,854,034,122.78, a growth of 9.33% year-on-year [5][6] - The net profit attributable to shareholders was ¥1,251,709,938.68, reflecting a 10.63% increase from the previous year [5][6] - In Q1 2025, the company achieved revenue of ¥4,854,188,014.79, a 3.45% increase compared to the same period last year [7] Group 4: Future Developments - The company plans to accelerate the development of humanoid robot components and related products, including sensors through a joint venture [4][5] - The company is also expanding its magnetic fluid damper project, with production line construction currently underway [4] - The automotive sector is expected to continue its growth, with a focus on intelligent chassis systems and new fields such as low-altitude economy and AI [6][7]

1·[Table_Main] 行业研究|工业 证券研究报告 工业行业周报、月报 2025 年 05 月 08 日 [Table_Invest] 推荐|维持 [Table_Title] 奇瑞墨甲批量交付，外骨骼机器人表现 重点公司公告显示，金力永磁拟 1-2 亿元回购股份；悦安新材羰基铁 粉产品已应用于磁流变减震器领域；龙磁科技高端模压电感已通过某 知名半导体客户认证并开始小批量供货。 周观点 亮眼 ——人形机器人产业周报 [Table_Summary] 报告要点： 周度行情回顾 2025 年 4 月 28 日至 4 月 30 日，人形机器人概念指数上涨 4.22%， 相较沪深 300 指数跑赢 4.65pct；年初至今累计涨跌幅来看，人形机 器人概念指数上涨 34.41%，相较沪深 300 指数跑赢 35.72pct。 周度热点回顾 政策端，习近平总书记考察上海时强调要加快建设全球科技创新高地， 发挥人工智能在科技创新中的策源功能，智元机器人联合创始人 &CTO 彭志辉参与交流；河南省领导会见科大讯飞董事长，表示将支 持科大讯飞在人形机器人等领域深化合作，加速产业转型；湖北省政 府要求科学务实推进包括人形机器 ...