中鼎股份近期利好不断，就在前一日，中鼎股份与上海傅利叶拟针对人形机器人相关产品展开多维度的全方位的战略合作，积极推动公司谐波减速器、行 星减速器、力觉传感器、轻量化骨骼、空心杯电机等部件总成业务发展，为加强双方的合作关系，于近日签署了战略合作协议。 中鼎股份子公司中鼎流体及中鼎智能热系统主导热管理系统总成业务的发展，在汽车热管理业务基础上积极布局储能热管理及超算中心热管理。基于自研 热管理控制器及控制算法，管路系统及密封等核心技术，公司在储能领域已推出系列化液冷机组，及浸没式液冷机组；超算中心热管理领域主要产品为 CDU(冷液分配装置)、冷板、管路等液冷系统产品，并积极布局浸没式液冷产品。此次得到客户的认可，将对公司进一步拓展数据中心热管理业务产生积 极作用。 11月24日，中鼎股份发布公告称，控股子公司安徽中鼎智能热系统有限公司（以下简称"智能热系统"）近期收到客户的通知，智能热系统成为国内某两家 液冷系统集成商液冷假负载的供应商，预计项目总金额约为1,500万元。 ...

Core Insights - The development of humanoid robots is transitioning from science fiction to reality, driven by advancements in motor technology, which is crucial for precision movement and load capacity [1][12] - The electric motor, as the core of the drive system, faces increasing demands for performance and adaptability in dynamic environments, leading to a technological revolution in the motor industry [1][6] Group 1: Drive System and Motor Requirements - The drive system is essential for robot movement, categorized into hydraulic, pneumatic, and electric drives, with electric drives being the most prevalent due to their precision and adaptability [2] - Robots require five core capabilities from joint motors: modular design for heavy loads, overload capacity for short bursts, excellent dynamic response for precision, high reliability against shocks, and high power/torque density for lightweight designs [2][4] - Different actuator types (flexible, elastic, and direct drive) have distinct performance requirements, influencing motor design and performance [2][4] Group 2: Motor Types and Performance Metrics - Robot motors are classified into radial flux, axial flux, and hollow cup motors, each serving different applications based on size and performance [4] - Key performance indicators for high-performance motors include high torque density, low torque ripple, strong overload capacity, and excellent heat dissipation [4][12] - Current mainstream solutions struggle to meet these performance demands, indicating significant room for technological advancement [4] Group 3: Market Dynamics and Policy Support - The humanoid robot market is experiencing exponential growth, driving demand for electric drive systems [6] - Government policies are promoting the development of the motor industry, focusing on core technologies and component breakthroughs [6] - Challenges include high costs of motors and a lack of standardized performance testing, which affects product compatibility and increases maintenance costs [6] Group 4: Future Trends and Technological Integration - Future motor drive technologies will focus on precision, energy efficiency, and intelligence, fostering collaboration across the supply chain [8][9] - Innovations such as frame-less torque motors and hollow cup motors are expected to enhance performance and reduce costs [9][12] - The integration of AI algorithms and edge computing in motor systems will enable real-time decision-making, enhancing humanoid robot capabilities [9][12] Group 5: Industry Outlook - The motor industry is entering a golden development period, driven by the humanoid robot industry's growth and the shift from functional to performance-oriented designs [12][13] - Domestic companies are accelerating import substitution through cost-effective solutions and technological innovations, supported by favorable policies and market demand [12][13] - The combination of high precision, lightweight, and intelligent technologies will lead to significant improvements in both scale and quality within the motor industry [13]

公告显示，本次签署的战略合作协议不涉及具体交易金额和交易事项，不属于关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重 组，无需提交公司董事会或股东会审议。 根据协议约定，鉴于中鼎股份旗下子公司的机器人谐波减速器、行星减速器、力觉传感器、轻量化骨骼、空心杯电机等部件总成产品业务正稳步推进，傅 利叶智能将协助中鼎股份推动上述相关业务发展，支持其完成适配自身产品需求的规划、设计、研发等工作。同时，在涉及相关机器人部件产品时，傅利 叶智能承诺在同等条件下优先选择中鼎股份及其关联公司作为配套商；若中鼎股份及其关联公司无法满足要求或无法提供与第三方供应商同等条件，傅利 叶智能可考虑其他配套供应渠道。 11月23日，中鼎股份发布公告称，公司已与上海傅利叶智能科技股份有限公司（以下简称 "傅利叶智能"）正式签署战略合作协议，双方将围绕人形机器 人相关产品展开多维度全方位合作，重点推动中鼎股份在谐波减速器、行星减速器、力觉传感器、轻量化骨骼、空心杯电机等部件总成业务的发展。 中鼎股份表示，本次战略合作协议的签署，有利于双方在人形机器人领域加强产品开发、工艺、质量管理等方面的协同合作，推动公司机器人减速器、传 ...

Core Viewpoint - Company Zhongding Co., Ltd. has announced a strategic cooperation with Fourier Intelligent Technology Co., Ltd. to develop humanoid robot-related products, focusing on components such as harmonic reducers, planetary reducers, tactile sensors, lightweight skeletons, and hollow cup motors [1][2] Company Overview - Zhongding Co., Ltd. is a manufacturer and exporter of rubber sealing parts and automotive rubber products, recognized as a key high-tech enterprise under the National Torch Program and one of the first national automotive parts export bases [1] - The company produces rubber sealing parts and various rubber products used in industries such as automotive, engineering machinery, agricultural machinery, metallurgy, mining, and transportation [1] Strategic Cooperation Details - The strategic cooperation agreement aims to enhance the development of robot component assembly business, with Fourier committing to prioritize Zhongding and its affiliates as suppliers under equal conditions [2] - The agreement is expected to strengthen collaboration in product development, process, and quality management, aligning with the company's strategic development plans and market demands [2] - The agreement does not significantly impact the company's business independence and is a preliminary cooperation intention without specific rights, obligations, or transaction amounts [2]

关于签署战略合作协议的公告 安徽中鼎密封件股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1、本次签署的战略合作协议属于框架性协议，在具体实施过程中尚存在不确定性，敬请广大投资者谨 慎决策，注意投资风险； 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000887 证券简称：中鼎股份公告编号：2025-060 2、本次签署的战略合作协议对公司本年度经营业绩不会构成重大影响，对公司未来年度经营业绩的影 响将视与合作方后续项目的实施情况确定。 一、协议签署概况 1、协议基本情况 安徽中鼎密封件股份有限公司（以下简称"公司"）与上海傅利叶智能科技股份有限公司（以下简称"傅 利叶"）拟针对人形机器人相关产品展开多维度的全方位的战略合作，积极推动公司谐波减速器、行星 减速器、力觉传感器、轻量化骨骼、空心杯电机等部件总成业务发展，为加强双方的合作关系，于近日 签署了战略合作协议。 2、需履行的审批程序 本协议不涉及具体交易金额和交易事项，不属于关联交易，不构成《上市公司重大资产重组管理办法》 规定的重大资产重组，无需提交公司董事会或 ...

中鼎股份（000887）(000887.SZ)发布公告，公司与上海傅利叶智能科技股份有限公司(以下简称"傅利 叶")拟针对人形机器人相关产品展开多维度的全方位的战略合作，积极推动公司谐波减速器、行星减速 器、力觉传感器、轻量化骨骼、空心杯电机等部件总成业务发展，为加强双方的合作关系，于近日签署 了战略合作协议。 合作主要内容：鉴于乙方旗下子公司的机器人谐波减速器、行星减速器、力觉传感器、轻量化骨骼、空 心杯电机等部件总成产品业务正在稳步推进，甲方将协助乙方推动谐波减速器、行星减速器、力觉传感 器、轻量化骨骼、空心杯电机等部件总成业务发展，支持乙方完成甲方产品需求的规划、设计、研发等 工作。 在涉及到相关机器人部件产品时，甲方承诺在同等条件下优先选择乙方及其关联公司作为配套商，若乙 方及其关联公司无法满足甲方要求，或无法提供与其他第三方供应商同等的条件，甲方可考虑其他第三 方配套供应。 ...

合作主要内容：鉴于乙方旗下子公司的机器人谐波减速器、行星减速器、力觉传感器、轻量化骨骼、空 心杯电机等部件总成产品业务正在稳步推进，甲方将协助乙方推动谐波减速器、行星减速器、力觉传感 器、轻量化骨骼、空心杯电机等部件总成业务发展，支持乙方完成甲方产品需求的规划、设计、研发等 工作。 智通财经APP讯，中鼎股份(000887.SZ)发布公告，公司与上海傅利叶智能科技股份有限公司(以下简 称"傅利叶")拟针对人形机器人相关产品展开多维度的全方位的战略合作，积极推动公司谐波减速器、 行星减速器、力觉传感器、轻量化骨骼、空心杯电机等部件总成业务发展，为加强双方的合作关系，于 近日签署了战略合作协议。 在涉及到相关机器人部件产品时，甲方承诺在同等条件下优先选择乙方及其关联公司作为配套商，若乙 方及其关联公司无法满足甲方要求，或无法提供与其他第三方供应商同等的条件，甲方可考虑其他第三 方配套供应。 ...

Core Viewpoint - The company, Zhongding Company, has signed a strategic cooperation agreement with Fourier Intelligent Technology to develop humanoid robot components, enhancing their business in harmonic reducers, planetary reducers, force sensors, lightweight skeletons, and hollow cup motors [2][4]. Group 1: Strategic Cooperation - The strategic cooperation aims to promote the development of various components for humanoid robots, including harmonic reducers and force sensors [2][3]. - Fourier will assist Zhongding in planning, designing, and developing products to meet its needs [3][4]. - The agreement allows for a multi-dimensional collaboration in product development, process, and quality management [4]. Group 2: Business Development - Zhongding is the largest manufacturer and exporter of rubber products in China, with a focus on automotive applications [2]. - The company has established a presence in the humanoid robot sector through subsidiaries, completing the industrial layout for key components [2][3]. - The strategic partnership is expected to enhance Zhongding's core advantages in the humanoid robot component market and support its market expansion [3][4]. Group 3: Future Implications - The agreement does not significantly impact the company's independence or create major reliance on the partner [4]. - The strategic cooperation is a preliminary agreement and does not involve specific rights, obligations, or financial transactions [4]. - The future impact on the company's performance will depend on the implementation of subsequent projects with the partner [4].

11月23日晚间中鼎股份（000887）公告，公司与上海傅利叶智能科技股份有限公司(下称"傅利叶")拟针 对人形机器人相关产品展开多维度的全方位的战略合作，积极推动公司谐波减速器、行星减速器、力觉 传感器、轻量化骨骼、空心杯电机等部件总成业务发展，为加强双方的合作关系，于近日签署了战略合 作协议。 在人形机器人业务板块，中鼎股份通过安徽睿思博公司、星汇传感等子公司在关节总成、谐波减速器、 行星减速器、力觉传感器等产品上完成产业布局，目前公司的橡胶产品已经完成配套，轻量化骨骼已经 向客户送样，最终实现机器人关节总成产品的生产制造。 中鼎股份表示，本协议签署后，有利于双方针对人形机器人相关产品展开多维度的全方位的战略合作， 进一步加强在产品开发、工艺、质量管理等方面的合作，推动公司的机器人减速器、传感器、轻量化骨 骼、空心杯电机等部件总成产品业务稳步发展，满足公司的战略发展规划以及市场需求。 此外，目前公司及子公司已与深圳市众擎机器人科技有限公司、埃夫特智能装备股份有限公司签署战略 合作协议，提升公司在人形机器人部件总成产品领域核心优势，推进市场布局；同时公司也与深圳逐际 动力科技有限公司签订项目意向合作协议，形 ...

每经头条（nbdtoutiao）——"抛售日本"？GDP负增长，股市跳水，国债被抛，日元贬值！高市早苗"亡 命一搏"："灌水"21万亿！专家：恐赴"特拉斯风暴"后尘 （记者 曾健辉） 每经AI快讯，中鼎股份（SZ 000887，收盘价：19.91元）11月23日晚间发布公告称，公司与上海傅利叶 智能科技股份有限公司拟针对人形机器人相关产品展开多维度的全方位的战略合作，积极推动公司谐波 减速器、行星减速器、力觉传感器、轻量化骨骼、空心杯电机等部件总成业务发展，为加强双方的合作 关系，于近日签署了战略合作协议。 2025年1至6月份，中鼎股份的营业收入构成为：汽车行业占比96.57%，非汽车行业占比3.43%。 截至发稿，中鼎股份市值为262亿元。 ...