证券日报网讯12月16日，丰立智能（301368）在互动平台回答投资者提问时表示，公司用于灵巧手的产 品是小微型减速器，包括蜗轮蜗杆以及小伞齿等多种方案。开发的客户有星动纪元、小鹏等。 ...

Group 1 - The company reported a significant increase in net profit for 2024, with a year-on-year growth of 494%, aiming to become a supplier of "limbs" for humanoid robots [1] - Total revenue for 2024 reached 7.13 billion yuan, representing an 18.4% increase compared to the previous year [1] - The company plans to increase its share capital by 40% and distribute a cash dividend of 2.1 yuan per 10 shares [1] Group 2 - The humanoid robot business is progressing rapidly, with expectations of benefiting from mass production of robots [1] - The company forecasts a net profit of 69 to 75 million yuan for Q1 2025, indicating a year-on-year growth of 32% to 43% [1] - Profit projections for 2025 to 2027 are set at 401 million, 603 million, and 761 million yuan respectively, with corresponding PE ratios of 41.6, 27.7, and 21.9 times [1] Group 3 - The company has established a wholly-owned subsidiary, Martin Robotics, to enter the humanoid robot components market [3] - The company has developed a complete set of mature processes for reverse planetary roller screw and has begun small-batch supply to leading humanoid robot manufacturers [3] - The company is leveraging its precision manufacturing capabilities and industry resources to become a key player in the humanoid robot supply chain [3] Group 4 - The company experienced a revenue increase in the lithium battery precision structural components segment, achieving 4.24 billion yuan in 2024, a year-on-year growth of 29.84% [2] - The gross margin for this segment improved by 2.75 percentage points to 11.28% due to optimized production processes [2] - The motor core segment saw a revenue decline of 11.78% to 1.51 billion yuan, but the gross margin increased to 18.85% due to a higher proportion of high-margin adhesive process cores [2] Group 5 - The mold business segment achieved a revenue of 416 million yuan, a year-on-year increase of 32.70%, with a gross margin of 53.85%, up by 4.93 percentage points [2]

Group 1 - The company is a leading manufacturer in the small modulus gear industry, focusing on small modulus gears and related components such as precision reducers and micro gearboxes, with a complete product system that is globally leading [2] - The company has invested nearly 600 million yuan since its listing, with over 140 million yuan in equipment investment, indicating significant capacity release potential [2] - The projected net profit for the company from 2024 to 2026 is estimated to be 19 million, 43 million, and 94 million yuan, corresponding to PE ratios of 441.4, 197.9, and 90.4 times [2] Group 2 - The small modulus gear technology has high barriers to entry, with only a few companies mastering the entire process chain, leading to a favorable competitive landscape [3] - The company's micro gear processing capabilities have been recognized by global top clients such as Bosch Group and Siemens, with Bosch being the company's largest customer, accounting for 26% of revenue in 2023 [3] - The company has received the "Global Supplier Award" from Bosch, which enhances its credibility in entering the robotics sector [3] Group 3 - The small modulus gears are widely used in reducers, micro gearboxes, and robotic joints, enabling flexible movement in robots [4] - The company has developed both planetary and harmonic reducer technologies, with a long-term collaboration with top clients in the planetary reducer field [4] - The company has established deep cooperation with clients like Star Motion Era, validating its robotic transmission capabilities in the market [4]