证券日报网1月9日讯 ，飞亚达（000026）在接受调研者提问时表示，长空齿轮公司创立于1969年，在 精密零部件制造领域已积累了数十年的研发与生产经验。当前，长空齿轮公司主要产品为精密齿轮、精 密减速器，产品主要应用于航空航天、高端装备等领域。长空齿轮公司是国内小模数齿轮行业领先企 业，并已获得国家级专精特新"小巨人"企业认证。 ...

3、公司名表业务目前经营情况及后续规划？ 根据瑞士钟表出口数据，2025 年 1-11 月瑞表出口中国大陆市场累计同 比下降 12.7%，名表市场整体仍面临挑战。"亨吉利"名表业务始终聚焦高 质量发展，持续深化头部品牌合作与核心渠道拓展，扎实推进运营管理工 作，国内市场份额位居行业前列。在当前名表消费市场呈现品牌分化加剧、 头部品牌优势凸显、消费客群年轻化与年龄层拓宽的背景下，公司将持续 深化与头部品牌的合作关系，聚焦发展中高端优质核心渠道，深耕精细化 顾客与运营管理，并积极拓展技术服务业务，巩固及提升在国内名表市场 的领先地位。 4、公司精密制造业务目前经营情况及后续规划？ 公司现有精密制造业务目前主要生产激光器、光通讯等领域的精密零 部件、结构件。近年来，业务规模保持相对稳定，已具备一定的工艺技术 与客户基础，但整体收入规模占比仍较小。未来，公司将加强内部能力建 设与核心资源投入，进一步优化生产制造体系，提升客户服务水平与响应 效率，并积极拓展新客户。此外，公司正在推进收购长空齿轮公司控股权 的相关工作，以积极切入精密齿轮、精密减速器领域，进一步增强精密制 造业务的技术能力与产业布局，提升战略新兴产业业务 ...

证券日报网讯 1月8日，飞亚达在互动平台回答投资者提问时表示，公司基于战略转型方向，加大对精 密制造业务的研发、人才等关键方面投入，在现有精密零部件产品基础上，积极探索精密减速器等相关 业务。 （编辑 袁冠琳） ...

（编辑 任世碧） 证券日报网讯 1月6日，飞亚达在互动平台回答投资者提问时表示，长空齿轮公司主要产品为精密齿 轮、精密减速器，公司正在推进收购其控股权相关工作，目前暂无其他涉及收购项目或标的公司的应披 露未披露事项。 ...

PERFACES 引言 当人工智能的"数字大脑"与精密制造的"钢铁身躯"完成历史性融合，一场深刻改变人类生产与生活 范式的产业革命已然启幕。 我们正站在一个历史性的交汇点。一场更为深刻的变革正在发生——这便是"具身智能"的崛起。而作 为其理想载体的人形机器人，已不再是科幻的想象，而正迅速从实验室走向产业前沿，成为全球科技竞 赛的新焦点，以及重塑未来制造业、服务业乃至人类社会基本图景的"新物种"。 在这一关乎未来的全球战略竞逐中，中国展现出强大的国家意志与前瞻布局。早在2023年10月，工信部 便已发布《人形机器人创新发展指导意见》，提出"到2025年初步建立创新体系，实现关键技术突破； 到2027年形成安全可靠的产业链，成为经济增长新引擎"的双重目标。2025年，更是将具身智能与智能 机器人首次写入《政府工作报告》，明确其作为新质生产力的代表，承担着推动产业升级、重塑全球竞 争格局的历史使命。 然而，机遇的浪潮下也带来了复杂的产业问题：技术路径将如何收敛？商业落地的突破口在哪里？产业 链又将面临哪些机遇与挑战？ 为此，幸福招商行业研究院倾力推出《 2025人形机器人行业白皮书 》，整合全球技术动态、资本动向、 ...

每经记者｜刘明涛 每经编辑｜肖芮冬 12月25日，A股大小指数分化。截至上午收盘，上证指数涨0.29%报3952.5点，深证成指跌0.11%，创业板指跌0.37%，北证50涨1.04%，科创50跌0.57%，中 证A500跌0.08%。A股半日成交1.21万亿元。 | 上证指数 | | 000001 | | | --- | --- | --- | --- | | 30157 | | +11.56 +0.29% | ポ | | SSE 11:30:03 | 交易中 | 沪深市场核心指数 / ■ + | | | 全额 | | | 4873.74亿 | | 成交量 | | | 287.37亿 | | | | | 3937.72 (-0.08%) | | 最高 | | | 3956.21 ( 0.39%) | | 最低 | | | 3936.08 (-0.12%) | | HE WATER | | 市冷室F 16.5 | 1.50 | | R | | 1.96% 20日 | 1.99% | | 60日 | | 2.57% 文由 | 17.92% | | 52周高 | | 52周低 4034.08 | 3040.69 ...

Group 1: Robotics Business Development - The company has established robotics as its third strategic business segment following bearings and automotive chassis systems, with a product range including universal joints, precision shafts, and various specialized bearings [4] - Current production capacity includes 100,000 sets of roller screws and 10 million sets of universal joints, with plans to establish a capacity of 1.2 million specialized bearings by 2026 [4] - The company is focusing on optimizing its supply chain and expanding international production, particularly in Thailand [4] Group 2: Automotive Business Growth - Major automotive clients include BYD, Chery, Dongfeng, and international brands like Mercedes-Benz and BMW, with new clients such as Xiaomi and Li Auto contributing to growth [5] - Incremental products in the automotive sector include drive shafts and braking products [5] Group 3: Financial Performance and Projections - For the first three quarters of 2025, the company reported revenue of 10.406 billion yuan and a net profit of 773 million yuan, with expectations for continued growth in 2026 [7] - The company aims to enhance its core products and invest in new technologies related to chassis control and humanoid robotics [7] Group 4: Mergers and Acquisitions - The company is actively pursuing the acquisition of the American WAC company, with due diligence and negotiations ongoing [6] - Future investment plans include increasing stakes in startups within humanoid robotics, low-altitude economy, clean energy, and new energy vehicle components [8] Group 5: Employee Incentives - A stock option incentive plan was disclosed in March 2024, with the first exercise period completed in September 2025, aimed at enhancing profitability and employee engagement [9]

Core Insights - The forum successfully showcased the integrated industrial and innovation ecosystem of Zhangjiang Robot Valley, aiming to build a world-class embodied intelligent robot industry ecosystem for high-quality industrial development [2] Group 1: Industrial Ecosystem - Zhangjiang Robot Valley has gathered nearly 100 companies in the robot industry chain, achieving a coverage rate of 60%, with a trend of industry leaders clustering and functional innovation platforms emerging [4] - Key enterprises in the park include ABB's largest global robot R&D and production base, as well as high-end medical robot companies like MicroPort [4] Group 2: Strategic Initiatives - The founder of Zhuoyide, Professor Li Qing, discussed the company's strategic shift from B2B to B2C and its unique bionic tendon technology, highlighting partnerships with major application players like JD.com and Huawei [7] - Zhuoyide plans to focus on the B2B service market from 2025 to 2027, covering the entire robot hardware and software industry chain, and aims to transition to C-end household service scenarios after 2028 [7] Group 3: Collaborative Acceleration - The launch of the "Zhuoyide Ecological Accelerator" marks a new chapter in industrial collaboration, integrating resources such as policies, talent, and capital to support core component R&D and technology transfer [9] - The accelerator will focus on key areas such as core component R&D and joint scene implementation, inviting global enterprises to join the Zhangjiang Robot Valley ecosystem [9] Group 4: Technological Innovations - Key technological advancements include XRBT's 3D PAD electrode technology with energy density exceeding 350 Wh/kg and precision reducers from Suzhou Green, which are crucial for robot performance upgrades [11] - The ecosystem also showcases innovations in AI computing power and intelligent interaction, with contributions from companies like Shanghai Ascend and Zhenghe [11][12] Group 5: Future Directions - The roundtable forum emphasized the importance of collaboration among policies, technology, capital, and application scenarios for the high-quality development of the embodied intelligent industry [15] - Zhangjiang Robot Valley is positioned as a core hub for industrial chain collaboration, providing an optimal environment for innovation and development in the global embodied intelligent market [15]

Core Viewpoint - Ningbo is transforming from a "supporting role" to a "leading role" in manufacturing, characterized by a strong industrial spirit and a focus on specialized and refined production [1] Group 1: Manufacturing Excellence - Ningbo has 104 national-level manufacturing champions, ranking first among all cities in China, and has maintained this status for seven consecutive years [1] - Over 50% of Ningbo's A-share listed companies are involved in automotive parts and new materials, with around 50 companies engaged in strategic emerging industries like semiconductors and new energy [1] Group 2: New Market Opportunities - Companies like Zhongdali and Ningbo Dongli are actively entering the humanoid robot sector, with Zhongdali's precision reducer being a core component for robot joints [2] - Canaan Intelligent is expanding into charging stations and overseas markets, transitioning into a comprehensive energy service provider [2] Group 3: Innovation and Growth - Jin Tian Co. is breaking through industry ceilings by transforming copper processing products for new productivity sectors such as electric vehicles and robotics [2] - Jiangfeng Electronics has achieved a leap from a follower to a competitor in the high-purity metal sputtering target field through two decades of technological innovation [2] - Domestic companies are adopting a "three-step" strategy of import substitution, quality innovation, and global leadership to avoid industry risks and gain market recognition [2] Group 4: Economic Development - Ningbo is enhancing its modern industrial system by iterating the "361" framework, focusing on advanced manufacturing as a backbone [3] - High-tech industries in Ningbo have seen a 12.8% year-on-year increase in value added during the first three quarters of the year [3] - More Ningbo listed companies are driven by innovation, product iteration, and global market objectives, contributing to the transformation of "Ningbo manufacturing" [3]

Group 1 - The core event is the SPS Industrial Automation Exhibition held in Nuremberg, Germany from November 25 to 27, where Ningbo Zhongda Lide Intelligent Transmission Co., Ltd. showcased its core products in automation and intelligence [2] - Zhongda Lide's exhibition featured a dynamic display of high-end intelligent devices and automated production solutions, highlighting its comprehensive industrial automation solutions [2] - The product range includes high-precision gears, micro motors, precision reducers, core components for robots, and industrial robot assemblies, with new products like the K2/L2 integrated machine and S/SF high-efficiency brushless reducer electric motor receiving high praise from attendees [2]