中鼎股份（000887.SZ）9月26日在投资者互动平台表示，您好，公司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。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，形成上下游产业链布局，推进机器人本体智造及代工业务发展。 有投资者在投资者互动平台提问：贵公司在人形机器人领域的产品定位主要是为客户提供哪些零部件？ 会有人形机器人本体制造和代工服务吗？ （文章来源：每日经济新闻） ...

Core Viewpoint - Wanliyang is expanding into the robotics components market through its subsidiary, Wanliyang Robotics, which is developing products for multiple clients and aims to enhance manufacturing efficiency and product differentiation to improve profit margins [1][2][3] Group 1: Company Developments - Wanliyang announced that Wanliyang Robotics is developing 10 products, including harmonic reducers and planetary joint modules, for two clients, with testing set to begin in early November [1] - The company has completed initial product platform planning, which includes various types of reducers and controllers, and aims to standardize designs for mass production [2][3] - The robotics division has a core team of over 30 members, with more than 60% holding advanced degrees, focusing on comprehensive development capabilities [3] Group 2: Market Position and Challenges - The robotics components market is highly competitive, with approximately 200 domestic companies involved, leading to reduced profit margins, particularly in planetary reducers where gross margins have fallen below 20% [2][3] - Wanliyang aims to leverage its experience in automotive component manufacturing to control production and procurement costs in the robotics sector [3][4] Group 3: Product Features and Innovations - The company's products exhibit advantages in torque density, temperature control, positioning accuracy, and transmission efficiency, with temperature control capabilities significantly better than industry averages [4] - Wanliyang Robotics is developing various types of reducers, including planetary and harmonic reducers, to cater to different robotic applications, with a focus on both high precision and cost-effective solutions [5][6] Group 4: Future Plans - The company plans to complete platform development by February 2026, aiming to create a standardized technology platform that allows for customizable product offerings based on client needs [7] - Application development is currently underway for two clients, with products expected to be assembled by the end of September and tested in November [7]

格隆汇9月24日丨万里扬(002434.SZ)在互动平台表示，目前，公司主要发展机器人关节精密传动产品， 包含谐波减速器、行星减速器、无刷电机及控制器等品类的单品和关节模组等。未来发展中，公司将根 据机器人行业的发展趋势，结合公司业务发展规划，进一步拓展和完善公司在人形机器人领域的相关产 品和业务。 ...

Core Viewpoint - The announcement highlights a strategic partnership between Yingboer and Fengli Intelligent aimed at leveraging their respective strengths in various sectors, including new energy vehicles and intelligent manufacturing, to achieve mutual benefits and expand business opportunities [1] Group 1: Strategic Cooperation - Yingboer signed a strategic cooperation agreement with Fengli Intelligent on April 21, 2025, focusing on deep collaboration in fields such as new energy vehicles, joint modules, engineering machinery, eVTOL, and intelligent manufacturing [1] - The partnership aims to integrate Yingboer's competitive advantages in motor and electronic control with Fengli Intelligent's expertise in harmonic and planetary reducers, creating integrated product capabilities [1] Group 2: Business Expansion - The collaboration is expected to enhance Yingboer's layout in the joint module sector and further expand the application areas of its motor and electronic control products, opening new avenues for business growth [1] - The company maintains an open and innovative approach, actively monitoring developments and technological demands across various fields to identify new business areas and product types based on market needs and technological trends [1]

Core Viewpoint - The company Yingboer (300681) announced a collaboration with Fengli Intelligent (301368) to jointly develop joint modules, leveraging each other's resources and expertise in various fields such as new energy vehicles, joint modules, engineering machinery, eVTOL, and intelligent manufacturing [1] Group 1 - The collaboration aims to utilize Fengli Intelligent's advantages in harmonic reducers, planetary reducers, and gears, alongside Yingboer's strengths in drive systems and motors [1] - The products being developed are highly integrated, showcasing significant advantages [1] - The company will promptly disclose any relevant business progress to investors [1]

公司关注到近期市场对于人形机器人相关概念的关注度较高，公司在《2025年半年度报告》披露了公司 在相关业务的情况。2025年上半年，公司出资3000万元对外投资了杭州良质关节科技有限公司，持有该 公司30%的股权。该公司是一家聚焦人形机器人相关产业链领域，主要从事谐波减速器、行星减速器及 关节模组研发、生产、销售的公司。需要提醒投资者注意，受限于下游客户的量产规模和研发测试进 度，目前执行订单规模较小，营收规模也较小。 宏昌科技(301008.SZ)发布公告，公司股票交易连续3个交易日内(2025年9月16日、2025年9月17日、2025 年9月18日)收盘价涨幅偏离值累计超过30%，根据深圳证券交易所相关规定，属于股票交易异常波动的 情况。 ...

公司关注到近期市场对于人形机器人相关概念的关注度较高，公司在《2025年半年度报告》披露了公司 在相关业务的情况。2025年上半年，公司出资3000万元对外投资了杭州良质关节科技有限公司，持有该 公司30%的股权。该公司是一家聚焦人形机器人相关产业链领域，主要从事谐波减速器、行星减速器及 关节模组研发、生产、销售的公司。需要提醒投资者注意，受限于下游客户的量产规模和研发测试进 度，目前执行订单规模较小，营收规模也较小。 智通财经APP讯，宏昌科技(301008.SZ)发布公告，公司股票交易连续3个交易日内(2025年9月16日、 2025年9月17日、2025年9月18日)收盘价涨幅偏离值累计超过30%，根据深圳证券交易所相关规定，属 于股票交易异常波动的情况。 ...

格隆汇9月18日丨宏昌科技(301008.SZ)公布股票交易异常波动公告，公司关注到近期市场对于人形机器 人相关概念的关注度较高，公司在《2025年半年度报告》披露了公司在相关业务的情况。2025年上半 年，公司出资3000万元对外投资了杭州良质关节科技有限公司，持有该公司30%的股权。该公司是一家 聚焦人形机器人相关产业链领域，主要从事谐波减速器、行星减速器及关节模组研发、生产、销售的公 司。需要提醒投资者注意，受限于下游客户的量产规模和研发测试进度，目前执行订单规模较小，营收 规模也较小，请注意投资风险，理性决策谨慎投资。 ...

每经AI快讯，有投资者在投资者互动平台提问：奇瑞是万里扬的大股东和第一大客户，万里扬充分发 挥在汽车传动领域积累的优势，重点发展谐波减速器和行星减速器等产品，与奇瑞在人形机器人项目上 合作共创新科技。请问目前有什么进展？ 万里扬（002434.SZ）9月18日在投资者互动平台表示， 目前， 公司已经开始启动首批机器人关节精密 传动产品项目，包含了2个客户共6个产品的开发制造，将陆续交付客户进行试验验证。同时，正积极对 接获取更多客户和更多产品项目的开发制造。 （文章来源：每日经济新闻） ...

Core Insights - The company has established Zhejiang Wanliyang Robot Technology Co., Ltd. to focus on the research and industrialization of precision transmission products for robotic joints, leveraging its expertise in automotive transmission systems [1] - The initial phase of product development includes six products for two clients, which are set to undergo trial verification [1] - The company is also working on platform design, development, testing, and production capabilities for its robotic joint precision transmission products to enhance market competitiveness and attract new clients [1]